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Re: turokman post# 71433

Friday, 11/21/2014 12:52:45 PM

Friday, November 21, 2014 12:52:45 PM

Post# of 80868
Thank you Turok. I read the transcript of the call and it was better than listening to it since Brad still hasn't bothered to work on his his hideous public speaking skills. I wasn't that alarmed by the content of the call for the same reasons. I come from an operations background and was once a corporate traffic manager so I understand the moves that were made for efficiency of operations and how they can save cash and increase service/cut delivery times of product.

The other side of the coin are sales and margins. OK, the protein bar and drinks space is pretty crowded and the easiest way to get ones foot into this door is by discounting or giving stuff away. I give them a pass THIS TIME. I don't want to keep hearing it each Q though. That's the side of Brad that worries me. He TALKS about shareholder value a lot now, probably because someone else has coached him to do so but actions speak louder than spin. I, personally don't like the Amazon style of growth at any cost, especially to shareholder value and still worry about this clown thinks he's Bezos, to me a very unsympathetic character.