Interesting take, JCoure.Look, I don’t think they’re the same person.
Werdplaya clearly gets the numbers and the model, but his bias against Peter Nathan and Andy Z makes him dismiss the daigou channel outright. Instead of doing his own research, he clings to unverified narratives from the A2 COVID and Bubs saga, clearly more interested in online debate than uncovering the facts. It’s obvious he’s still salty about losing money on A2, blaming Pete, Andy, and the daigou channel, and refusing to consider anything that might prove him wrong.
Meanwhile, Seuss comes off like a cleaner fish, always fishing for validation from Werdplaya, yet his ‘analysis’ is nothing more than hot air.
Their posting styles and intellectual approaches are worlds apart, one is so entrenched in his biases that he can’t see the full picture, while the other hasn’t yet demonstrated a solid grasp on the numbers (and probably lost money on A2 too).
Either way, they’re both missing the forest for the trees. As always, the market and upcoming numbers will decide who’s right.I’m just doing my best to explain the opportunity: the new veteran ex-A2 leadership team is in the perfect position to capitalize on a huge opportunity.
They’re repeating the playbook that turned A2 into a multi-billion-dollar company, but with massive upgrades to their Chinese marketing strategy. Simply put, Andy Z is poised to sell pallet loads of AHF’s infant formula through a channel that already reaches 100,000 mum-and-baby stores across China.
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