What's your thesis? He's never even pretended to be an "idea" guy; why would he now? He's predicted some serious facts in advance though....
Can you explain why the pps is what it is? Why is it trading .5* sales? It's sub penny.....why?
Too bad brad didn't go ahead with his manufacture plant in Brasil already....he would have already cost the company another 20% on "his idea of the week".