This Rocket is Launching, page-49

ARR growth has been pretty solid so far and it took us to 24c.

I disagree, I think the cash burn is the number one factor as to why the SP is where it is. Yes we needed to invest and acquire businesses, we have now done that. Time to focus on strengthening the business that we have and continue to grow organically.

I think this is the difference between someone with a short and long term view. I'd rather management focus on what is best for the business at this point in time, not the SP. If it means it takes longer for the SP to appreciate, I'm fine with that. I'd rather a stronger business model, the SP will sort itself out eventually and will be better for it long term.