SSK- I agree with that on adjusted numbers. It's obviously good to have for clarity with moving parts but the continual recurrence of past and forward numbers/guidance only being adjusted #s always gives me pause especially when adjusted numbers are way more attractive looking than GAAP numbers. At some point it certainly turns me off. Boy did the shorts get squeezed on PCMI. Worked out beautifully for the longs but doesn't change my opinion.
Good luck. All IMO only.
I don't mind stealing bread from the mouths of decadence... But I can't feed on the powerless when my cup's already overfilled. -Temple of the Dog
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