Venture Egg Impact on Sequoia, page-16

I suppose if everyone moved on there would only be a one sided debate. You choose only to answer the questions you think you can answer. My personal opinion is that PortfolioPlus is/ was a great contributor on this and many other stocks over the years. I will seek out his other posts especially at result or announcement times.

Outperforming or even just matching the index is hard. If you only choose to research those views that match your own you may miss a warning sign. The current overhang is either a selling opportunity or a value trap. The irrelevant speculation seems to me to be built up from facts. Wait for the numbers and lets see how much is dumped on the 249D challenge. Personally I don't see how it had any impact as they are a service company servicing planners - The planners would have ignored the shareholder issues - they use the platform...