You don't understand how important confidence is and an ivy league PHD doesn't always translate into good real world stewardship
Leadership instills confidence. The market reflects a lack of confidence in current leadership.
I agree the leadership thought process is important. I also think having a win-win deal-centric world view is critical. Doing new deals (not previously teed up deals) and raising capital (stop riding the Seth horse) is a leadership responsibility that can't be outsourced.
The market is unimpressed by the last 70 days.
Do not rely upon information I provide to make investment decisions.
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