Best meeting yet in my opinion and I've been to them all. I really loved that Alex was extremely candid, sincere and transparent about the past 6 months, why some unpopular decisions were made the way they were, and I truly believe we wouldn't be where we are now if those things hadn't happened. Q1 Report should make alot of people feel even better about the past 6 months. Q2 better Q3 even better, and Q4 may blow our minds. I also felt like the time lines and plans laid out in the past were VERY optimistic or aggressive assumptions, where as today there was a much more, clearly intentional, conservative approach to timeliness and assumptions. The awesome part of that is even their conservative outlook is INCREDIBLE. If they are underpromising, so they can over deliver? ..... Then WOW! We are in for a treat.
Great to catch up with several of you today. The shared optimism was nice to be around.
