AI
Saturday, May 13, 2006 2:09:54 PM
lns-has PS ever spoken publically regarding GNF?
It might be a bit of a stretch to assume he has great plans for the success of this little company that he has no apparent vested interest in.
The GNF jewel boxes on the shelves at CC don't really represent a huge investment on their part. They're simply high ROI items on the shelf. If they disappear what has CC really lost?
Time and time again I see references to CC's concern that GNF becomes the next NFLX. I would never suggest that BBY created NFLX's success. I hold that Reed Hastings is responsible for that. Most companies succeed or fail on the shoulders of their management. With GNF the managment's competency is what is really in question here... and has been from the beginning.
Even if GNF succeeds as company - the market could poo poo on the stock... especially if the perception is that management couldn't care less for the stockholders
Look at DHB for a classic example of management walking on the stock(bag)holders.
Great product, great potential, greedy CEO. I learned to take a very close look at management with this company. Biggest loss I've suffered in my portfolio.
JMO, of course.
I can deal with dilution but bad management is a whole nother story. What's JF's actual track record? You seem to be suggesting PS is the savior here.
I'll ask again because it's the main point of my post...
Has PS ever spoken publically regarding GNF?
It might be a bit of a stretch to assume he has great plans for the success of this little company that he has no apparent vested interest in.
The GNF jewel boxes on the shelves at CC don't really represent a huge investment on their part. They're simply high ROI items on the shelf. If they disappear what has CC really lost?
Time and time again I see references to CC's concern that GNF becomes the next NFLX. I would never suggest that BBY created NFLX's success. I hold that Reed Hastings is responsible for that. Most companies succeed or fail on the shoulders of their management. With GNF the managment's competency is what is really in question here... and has been from the beginning.
Even if GNF succeeds as company - the market could poo poo on the stock... especially if the perception is that management couldn't care less for the stockholders
Look at DHB for a classic example of management walking on the stock(bag)holders.
Great product, great potential, greedy CEO. I learned to take a very close look at management with this company. Biggest loss I've suffered in my portfolio.
JMO, of course.
I can deal with dilution but bad management is a whole nother story. What's JF's actual track record? You seem to be suggesting PS is the savior here.
I'll ask again because it's the main point of my post...
Has PS ever spoken publically regarding GNF?
Illegitimi Non Carborundum
In the long run we are all dead. J. M. Keynes
