I don’t agree that there’s been a lack of corporate communications lately. They posted two shareholder letters in November alone, the last one just 13 trading days ago. A working CEO is certainly better than one who spends much of his time on Twitter. I contacted Waldrop once, and got an instant response, on a Sunday no less, but remember that there are limits to what CEOs of public companies can tell you in a private setting. New material information must first be made available to the public equitably, as in on the news wires or in their filings. If you get back to them and ask for clarification of something they‘ve discussed before, a response is mich more likely than if you hope to be the first to get the material information itself. In any case, GLTA!
Bullish