It has been a bit since I posted, but today's CC offers grist for the mill...
There was a lot to unpack on today’s conference call and I will address it in a couple of future posts. However, I thought it important to offer an understanding of how Elite investors might discern the credibility of my posts, specifically those that offer facts or analysis. To do that, let me point to my writing on Seeking Alpha.
First, even if writing under a nom de ‘plume on Seeking Alpha, you must provide them with specific and verifiable evidence of who you are. Second, SA has editors review submissions and they will reject articles, I know. I had two rejected in my first 6 months of writing and a three where I was asked to provide additional information before being published. One of them was the Elite article that, because of being an OTC company, required additional gravitas, BTW: 1/3 of my articles are editors picks or Must Reads - that is top articles as determined by editors. Third, research on the value of SA articles and their accuracy has been compared and analyzed by academic researchers who found that aggregated, the SA articles offer a more accurate picture than the all-knowing Wall Street analysts. Any doubt, here is the research…. https://academic.oup.com/rfs/article-abstract/27/5/1367/1581938?redirectedFrom=fulltext
My point is to make clear my business cred. After all, it is fairly easy to claim to have a doctorate degree in business, more than a decade of experience as a global executive with a FORTUNE 50 company, and experience teaching strategy at notable business schools. However, one might accept that to be true if there is evidence, and that gets us back to Seeking Alpha.
In the 5 years I have been writing on SA I have published only one article on Elite. So, I am hardly a shill for them. However, two things about that Elite article. First, it bears reading in light of what we heard on the CC today. Secondly, consider that my author’s rating on SA is as much as 10X higher than many of those selling their business investment influence on SA. Even Avisol Partners, a group that I respect and that writes every day, has a rating 50% lower than mine. What that tells you is my 1,552 followers (as of today) believe in what I say. But I do not write for followers, I do not write for the small stipend I get from SA, I do not write to influence investors and have never recommended a buy or sell rating on any company I have written about (some have criticized me for failing to provide such investment advice), and I do not write to impress anyone. I write when I have something to say that is strategy related, and I have the time. With that, here is the Elite article I wrote December 31, 2019. https://seekingalpha.com/article/4314697-not-all-strategic-transformations-are-elite-this-one-is
When combined with Elite’s CC today, it offers a firm foundation for understanding what I will say in the next couple of posts. Consider it a homework assignment.
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