Keeping in line with the title of this thread. I have found this company to very incredibly ironic that it's software is to make sense of noisy data, and yet the management could not keep a handle of any of the books. They are losing talent, losing management, could not maintain correct bookkeeping and are attempting to foster a new culture with all of this negative scrutiny. Correct me if I am understating the negatives, or rebute with an example of a company that has faced these simultaneous headwinds and recovered.
The only positive I can see is a hazy image of a strong business backbone. As others have stated, sometimes a good underlying business is all you need for long-term investing. Right now I will keenly wait for their next report but I would not trust any of their forward guidance until 'covid normal' is reached.
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Keeping in line with the title of this thread. I have found this...
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