After getting to speak to someone from the company live - I understand the passion that Luxe had and his frustration with the "naysayers." I doubt he had any idea how he came across but his enthusiasm was probably genuine.
While I still am not completely sold on the whole story, I will continue to buy on any further weakness. While I still think the next two quarters are key, if they manage to channel the passion on the marketing side over to the investment side - they should present a very attractive risk/reward scenario.
I encouraged them to accelerate the investment front, provide a more Wall Street friendly forum for communication, and try to match the enthusiasm on both sides of the business. Hopefully we will see a return to growth in the latest quarter to be reported and the price will reflect the improved scenario.
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