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The difference between healthy and sick

Watch how a company makes money. If they're healthy, they invest, they grow, they expand. Profits come from doing more. If they're sick, they cut. They restructure, they lay off, they squeeze. Profits come from doing less with fewer people. That tells you everything about where AT&T really stands.


Business Excellence, flavor of the day

Has anyone noticed that this business excellence BS is just another flavor of the month initiative that literally teaches us nothing new. Old concepts that have been around for an eternity such as DMAIC , 5whys, 6 sigma concepts wrapped with a different bow and labeled business excellence. What’s even more disturbing is the amount of directors , senior directors and vp level that have been hired to run this gimmick around the world . No wonder the company is falling apart .. no wonder our stock is tanking .. poor leadership, poor director, bad culture and lack of execution. When the entire c suite runs out it’s more than a red flag it’s a burning flag .. penny pinch the poor little guys and the manufacturing sites.. choke them to death with your kaizen nonsense and keep streamlining processes to death until quality is non existent and complaints begin to skyrocket and patients die with our products oh wait that already happened.. complaints started to climb up thanks to the cut cut cut cut cut to maximize gross profit. Tom get out and take all the incompetent leaders with you cause there are lots of them. Also take the business excellence “plants” with you they add no value and they’re costing u a lot. I suppose u had to give big titles to show Wall Street u mean business when it comes to maximizing gross profit and shareholder value? What a sad story.


Memorial Hermann back in network

https://www.khou.com/article/news/local/memorial-hermann-blue-cross-blue-shield-texas-in-network/285-ceceb89a-d299-47e7-868b-f4f58889cb4e

I hope they don’t keep doing this to us every year to try to juice their profits by Pennie’s. Maybe we can use some of that excess Iran war profit to improve benefits for employees


Sycamore plans to double Walgreens profits.

Unfortunately the news article is paywalled. But how exactly do they plan to double profits? More cutbacks?? Is this the part where private equity starts doing what they do best, cut everything down to nothing to maximize profits?? Here is the link to the article but sorry it's paywalled.

https://www.bloomberg.com/news/articles/2026-04-02/walgreens-private-equity-owner-plans-to-double-chain-s-profits


Porsche Cuts Jobs Amid Profit Decline, Reassesses EV Plans

Porsche experienced a dramatic financial reversal in 2025. Its operating profit collapsed by over 90% to €413 million. This led to job cuts and a major rethink of its electric vehicle strategy. Several key electric models have been delayed, with hybrid options now considered.

https://finance.yahoo.com/markets/stocks/articles/porsche-profit-crash-sparks-layoffs-224500337.html


Unused PTOs

I resigned couple of weeks back, and was expecting Cigna to pay for my unused PTOs for this year. Has the policy changed? I know we can’t carryover from one year to the other, but what about the PTOs I accrued till now?

Also does Cigna also take back my profit earned from my stocks along with any unvested stocks?


John 3:16 & 4:1 ~ 6:7

6 out of last 7 yrs no profit. two key dates. Market crashes right around 3:16. 4:1 is a critical date b/c if MoA is not in the black by then turning a profit, it's almost lights out, game over for the firm. It's not funny. 1st quarter numbers can not be overstated. Be transparent. B-E-transparent. Rich said profit by Q4 2026 & he needs to be held to his own standard. If we are $5-$10M in the negative as of 4/1 firm will have a tough time the rest of year & to quote sleepy Joe, "it's not a joke."


Ford needs to new business plan to stop the hemorrhage of profit losses or they will end up being short of cash to fund operations

What Ford must do immediately is to do away with offering any kind of implied Warranty on all new Ford vehicles offered for sale and state Ford vehicles will only be sold AS-IS WHERE IS. This bold change in Fords sale tactics will have a immediately positive effect on Fords bottom line. Because it will stop the massive cash burn to cover Ford vehicle recalls, lawsuits and other expenses related to offering vehicle warranties.

Having eliminated offering vehicle Warranty's Ford will no longer have a need for massive staffs for internal groups such as Ford Owner support groups, or groups that put together repair documents and any other groups that are involved with customer care post buyer support. With no need of these internal groups, Ford can most easily cut staff by 20-30%.

Ford needs to start thinking outside the box to determine other ways they can slow the internal cash hemorrhaging. Other wise Ford may fine themselves unable to fund continued day-to-day operations and having to file for Chapter 11 protection.


1% raise after a “historic” year

Just a 1% raise after the executives were boasting about how great of a year we had. They are probably thinking we should be grateful we got a raise at all. Were are all of the profits going??? Oh yeah to the executives who don’t actually do anything, while us individual contributors who do the real work get literal pennies compared to them


Saks and Neiman’s located in close proximity

I believe eventually either Saks or Neiman’s will close stores which are located near each other. Atlanta, Chicago, Beverly Hills, Tyson’s corner, and Bal harbor come to mind. It seems like this will be the next logical move. Whichever of the two has lower profits and higher expenses will be closed.


Cigna is NOT Your Friend

This company answers to shareholders who want massive profits. You are just the means to get there and if you are in the way they remove you. It’s how companies that are publicly traded operate. If stock prices go down, they cut people. And in this case, replace with cheaper labor. Nothing and no one is going to change this. Hard facts.


If you haven’t figured it out yet……

TMO does not give a sh-t about anyone. The we are a people first company mantra they constantly push is complete BS. TMO is a profit and growth first company, we the people are nothing more than a means to that end.

If you have not been impacted by any of the layoffs, don’t get comfortable and think that you’re safe. It’s only a matter of time before we are all walking out the door.

Update your résumé, and start applying for jobs now. The average job search is 6 to 9 months in this economy. Starting your job search now gets you ahead of that curve and if you get an interview, it helps you shake off the cobwebs and fine tune in your interview skills if it’s been a while. If by chance you get a job offer, you can always say no thanks.

Stop drinking The magenta Kool-Aid, you’re only going to get run over by the magenta bus in the end.
Stop believing all of the BS that Srini, Katz, Frier, King, etc spew they’re telling you what they want to hear to increase their bank accounts.


SAP

Is anyone else already fed up with a SAP? I love that the company is installing a new program that makes every aspect of the company less efficient in a time that we need to be the most efficient to make a decent profit.


Class A limited partnership - no more profits

Have you read the new partnership agreement? Class A shareholders will only get the 7.5% payments and that's it. No more variable profits.

Only Class B shareholders will get the variable profits (but no guaranteed payments at all).

It also talks about public offerings. Oh but we're not for sale, right? Funny how from what I can see, that piece wasn't in previous LP documents.

https://www.sec.gov/Archives/edgar/data/815917/000119312525266808/ck0000815917-ex3_1.htm


aip

Any rough ideas on AIP this year? with tariffs dominating the profit margin but still had profits curious if AIP will be good this year or if they'll dip it with taxes to blame.


wE cANt mAKed AnY mOnEy!

For the full year 2024, Verizon reported a consolidated net income of $17.5 billion, a 50.73% increase from 2023. Full-year 2024 earnings per share (EPS) were $4.14, compared to $2.75 for the full year 2023.

We can't make money..... so we must cut 15,000 more people...
18 Billion in profit just isn't enough!


What we gave up for Wellness Week...

When Wellness Week was implemented during Covid, Nike used the opportunity to axe the profit sharing retirement benefit. The messaging stated, "We are prioritizing investments into employee well being and pay continuity for retail athletes." The decision made sense and there wasn't much push back at the time. Today "wellness week" was taken away, but nothing was mentioned about reinstating what we gave up - the profit sharing plan. All of that coupled with an Oscar worthy performance and the audacity to ask for complete focus and commitment while taking benefits away. Appalling!