I think we're saying the same thing, Ted. When I talk about "good" market/shareholder communicators, I mean those who are direct, clear, and lacking in a deceptive motive. Those who know that managing expectations is a critical function of the CEO role. Lebby knows how to communicate. What he cannot or is clearly unwilling to do, apparently, is communicate to shareholders and markets in a non-manipulative or open fashion. He has the ability, but certainly not the impetus to not be misleading/deceptive in his shareholder/market communications.
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