The following quote from Jeff Bezos drives home the point you made in your post " The value of all that the company appears to be building isn't found in the stock price because they're not making clear statements about all they're doing."
" At the peak of the internet bubble, our stock price peaks at $133...and after the internet bubble burst open, our stock went down to $6."
From $113 to $6 in less than a year...Our annual shareholders meeting that year started with a one-word sentence. And that one-word sentence was the word: "Ouch" The stock is not he company, and the company is not the stock, and so I watched the stock fall from $113 to $6, I also was watching all our internal business metrics, "number of customers", "profit per unit", everything you can imagine, "defects", etcetera."
As the famed investor Benjamin Graham said, "In the short term, the stock market is a voting machine: in the long term, it's a weighing machine."
All quotes are from the book VALUE INVESTING Unlocking the Secrets of Long-Term Wealth Creation by Jacques D. Kahn