Not sure why the continuing bagging of management when SP falls. Outside of big-company investor relations, they cant control the market
Fine to bag them if you are unhappy with the growth rate, because that's their main job. If you dont like THAT, then you should sell I feel like they're still on the right track.
It makes no sense for the MC to be at $163m for a business that will likely (very) have an annualised cash earnings of $30m and growing by years end.
Obviously a big holder selling today.
Massive opportunity cost, page-163
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