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Re: Newport1962a post# 7739

Thursday, 10/24/2019 9:16:04 AM

Thursday, October 24, 2019 9:16:04 AM

Post# of 8828
Matt Kahn didn’t make many moves and we are encouraged by his departure. Time to find someone with more international experience.

Mgmt announced this before ER. Why not during? Because the news isn’t worth it.

We will continue buying under 3.5 before ER.

Disruptors tend to get bought out by the big “dogs.” Mgmt needs to continue to focus on revenue within the range of marginal profit. It’s a no brainer for those who know the industry.

And shorts almost always lose, eventually. Amazing how the negativity comes out from shorts only when the stock action is improving.
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