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Alert Mode

Our Stock will again crash in Last week of August or in Second week of September again, so be cautious and double careful


Fiserv Stock Back Above the Lyons Departure Price

Let me tell you a couple of three things: forget the excuses, forget the value Lyons managed to erase, and forget the corporate incompetence that put Fiserv in this position.

Takis took that stock—weak, embarrassed, wandering around like it had no leadership—and brought it all the way back to where it was before Lyons left. Frankly, it’s an honor to be surrounded by shareholders who still believe in execution, discipline, and making money—and not incompetent executives like Lyons, who should’ve stayed in whatever management-development program he crawled out of.

The future? I’m optimistic. Takis has restored respect, restored confidence, and most importantly, restored the stock price.

As far as Lyons is concerned, my estimation of him as an executive just plummeted.


Some Perspective on Executive Greed

While employees wait to find out if they’ll have a job when the VSP determinations settle, and the layoffs ensue, here’s what Centene’s top leadership has accumulated in company stock.

Executive Approx. Stock Value 2025 Compensation
Sarah London (CEO) ~$78.1M ~$21.6M
Drew Asher (CFO) ~$48.6M ~$10.3M
Chris Koster ~$23.1M ~$8.2M
Fred Eppinger ~$23.0M ~$0.6M (Board)
Ken Burdick ~$17.4M ~$7.4M
Susan Smith ~$13.7M ~$6.8M
Michael Carson ~$11.5M N/A
Tanya McNally ~$8.3M ~$5.8M
Katie Casso ~$7.2M ~$5.5M

Meanwhile, thousands of employees have spent months wondering whether VSP, layoffs, outsourcing, or another reorganization is coming for them.

We hear a lot about being “good stewards of taxpayer dollars.” We also hear that “when the business changes, we need to change with it.”

Fair enough. But stewardship shouldn’t only flow downhill.

If employees are expected to absorb the uncertainty, workload, and career disruption that come with those changes, it’s reasonable to ask whether leadership should share more of that burden too.

The numbers above aren’t opinions, rather they’re from Centene’s public SEC filings. The contrast between executive wealth and employee anxiety is what people are reacting to.


Little VZ stock pop is due to the Iran conflict heating up, NOT due to VZ leadership decisions

AT&T and TMO are also up. Look at the history of these telecom stocks. They go up when the other equities go down due to market risks increasing (wars, rising oil, etc.). Grandma clutches her pearls tighter and moves her money to utilities. She'll move it out of telecom when she thinks the risk is less, and VZ will then continue it's slide.


Riddle Me This

I understand senior management milking this whole game of grabbing cash till it is gone. I also understand older employees staying until social security is close. Perks of vacation time and free travel to events must be great for them. But, how is any second tier lien holder of this debt calculating they will get all their money back?
With stock dropping causing loss in investments and the REAL debt being said it would be closer to 9 billion, what bank would possibly feel ok with this?
Could someone explain this? Are there hidden advantages here somehow.


Delay in earnings date...

Hmmm Maybe something is afoot. Usually by now the earnings date would of been announced. Perhaps there is something that is just taking a little more time to draft and run by the board? We have been distancing our earnings to get far away from Insight's earnings to avoid dragging the stock down, but this seems quite unusual. They su-k and so do we, but what do you all think? what's the word? where's the beef?


Shareholder Perspective

As a prior employee who was laid off over a year ago, I have to admit that from a shareholder perspective who was fully vested with ESPP shares for several years, it appears that the moves that NetApp is making has increased my account value significantly. While I didn't appreciate being cut from the company, I am enjoying seeing the company make me money while I'm sleeping. Cheers and best wishes to you all!


Stinky vs the “other” CEO(s)

https://www.cnbc.com/video/2026/07/15/bny-ceo-robin-vince-goes-one-on-one-with-jim-cramer.html

Granted this comparison is Fin-tech vs Telco; but T stock has actually dropped under Stinky and this company’s stock has risen 290% since this guy took over… Robin Vince is doing SOMETHING right…

Stinky’s resume speaks for itself; stock holder devaluation, losing biz deals, failed ideas, failed vision, nearly zero respect from the employees and even losing respect of “The Market” he seems to favor. If only T could get a guy like this at the helm!!


A Vote of Confidence for Arvind

Today is a difficult moment for IBM, its employees, its shareholders, and its leadership. Sharp market reactions are never easy, and there will undoubtedly be tough questions in the days ahead.

That said, I have confidence in Arvind. Leading one of the world's largest technology companies isn't about one trading day or one earnings report—it's about making decisions that position the company for long-term success. Every CEO faces setbacks. What matters most is how they respond.

IBM has overcome major challenges throughout its history because its leaders stayed focused on execution, innovation, and serving customers. I believe Arvind and his executive team will learn from this, adapt where necessary, and continue building for the future.

Setbacks are temporary. Leadership is measured over years, not a single day. I'm confident IBM will continue to innovate, compete, and succeed over the long run.


Sinking ship?

Cost of HSI is more than the revenue it generates. 3% HSI customers occupies more than 50% of network capacity.
Hence more layoffs to reduce overall costs.
Stock price stays high bcoz the volume is low average daily is less than 1/10th volume of Verizon or AT&T.
Markets are getting tricked but will this continue?