Let's try this a different way. Nobody is disputing the drink or Walmart yes we know it's real. But the market has no way to interpret how revenues are recognized by BBDA and therefore cannot accurately place fair value on this stock.
It's basic finance look up any company and they will have a revenue recognition model detailing exactly how the revs are recognized. Brian uses the public portion of this company to raise money but then manages it like its privately owned.
He can't have it both ways unless you know a hundred other people willing to dump their life savings into this stock.
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