I just finished watching Enron: The Smartest Guys in the Room, the major theme of which was "who would've thunk it?"
The company's insistance on operating under a mark to market accounting system aside, one look at the "smart guys" should have been enough to evoke the primordial "run away" response in any thinking human.
For comparison's sake:
Now that's a man I would put my money on. Delivers fourth quarter, year after year.