When someone who talks up his business at every turn, who is incessantly upbeat, suddenly won't talk about the numbers and won't brag about the business, and instead wants to talk about a new drug for veterinary medicine treating dogs, you've got a classic tell that the business has gone sour.
Whenever a management is very vague about specifics, whenever a management tells you it isn't worried about the numbers, or that it doesn't want to be constrained by the projections or by the forecasts because it is talking and thinking about bigger things, sell the stock.
There are no bigger things than the numbers.
This is not a game of trying to make investors feel better or making them more broad minded
This is not a liberal arts bull session.
It's a business of hitting the numbers.
Good luck
