I dont know how the esk has such a bad reputation. He knows more than most here about finances and football clubs and how they can tweak their data to place cash flow into this category rather than that category in order for it to read the way they wish, and how they can stagger payments/forward them from one financial year to the next to create a narrative they wish to present.
He doesn't critique Everton from a hostile viewpoint either, he just presents what he perceives they are doing and what the likely development's will be. But it's an unpredictable game and that leaves plenty of ammunition for detractors to call him out as "lying" and "being clueless".
The Esk gets a hard wrap because of people largely wanting binary conclusions. Either someone is lying or someone is the fountain of all knowledge. The truth is most people fall between that. Deals break down all the time, it's easy to see in hindsight how Mata's/Witsels legal team ran rings around Walsh/Koeman and that Moshiri was taken in by big name players without fully evaluating the risks. Alongside that he would have been reckless in allowing information to be fed out via his people. That seems a far more likely scenario than an Evertonian risks his hard earned reputation to lie to fans. Everyone is entitled to their opinion of course but thats mine.
His podcast he does is very good and I enjoy his writing.
That being said, while he has always made good points re Usmanov and undoubtedly has more access to information than I have ever had (I have no inside information so thats true of anyone) I think he's been a bit awry on that issue from the start.
I have read his latest two articles you mention. Both make good points but there are important pieces of context missing. His second article seems to focus on making a case for him not becoming a shareholder. He then suggests that he wouldn't have to be a shareholder to either be formally or informally involved. It kind of answers his own question. He doesn't need to formally buy shares and he can funnel money in via a holding company (which was the plan at Arsenal and consistent with how many Russian owners operate). For lots of reasons this would make a lot more sense than him being formally listed.
I also disagree with his interpretation of the words. The analysis is too literal, very few people will say explicitly what they intend to do, but him saying "I am happy to help (everton)" is a massive statement. This coming days after media outlets tell us he has no interest in Everton. His position that "if he needs support" is the critical caveat over making the first part invalid I find unusual as well. It has been widely noted, not least from the Esk himself that the club needs investment and that financial circumstances has made that harder for Moshiri that it was 2 years ago. If Everton are to become what Moshiri promised it is very likely he needs support, especially at the current moment in time.
The other article about where the funding is coming from for the summer appeared to me to kick the problem down the curb for 12 months rather than fundamentally solving the question. The Esk produced a number of informative articles suggesting that Everton would struggle to compete financially and I know privately he felt it would be a real challenge (he's also privately stated things that have turned out to be true). At a critical point of the window we just start going mad with signings and it is dotted around the Usmanov sale from Arsenal who has said he is "happy to help". His position is we found funds but will need the austere summer next season. If a wealthy investor is not making money available that would be true, however I simply don't believe that will be the case as it hasn't been for 3 years.
The final interesting point he has made in the articles is that Moshiri has the ability to find alternative solutions to funds (I think he referenced the company who are behind the Liver Building purchase). I think this is a really good point. Mossier clearly has connections to wealth and capital that goes beyond Usmanov. My suspicion is that it's not an either/or though and we may see both of those options being true.
So yes, I think the Esk's contributions should be read and they are interesting. He clearly has good information from close to Moshiri but sometimes people can be a bit too close to see whats happening outside of that. As with anyone else he has the right to his view which is always eloquently presented, however my interpretation of the information thats in the public domain is that it is far more consistent with Usmanov coming on board than not.