[wpietri]

The obvious connection to me is that when the numbers are excellent, you have to do something pretty egregious to attract scrutiny. But when the numbers are ok or bad, suddenly people become much more interested in the details.

I note that the Zenefits CEO was ousted after missing targets and during a time when I think we can all at least agree that the industry is less exuberant. Maybe he would have gotten sacked anyhow, but missing the numbers sure didn't help him.