...that we spent the last 6 months doing zilch.
…that our Bain-bred CEO botched the “restructuring”
…that we fired the wrong people in the wrong departments and promoted the wrong leaders.
…that there is no strategy, or at least none that anyone outside the ELT has seen
OP, my thoughts exactly.
Almost like adidas sent in a Trojan horse
Did he make a catastrophic back room deal with his bro at Adobe that was doomed to produce zero value? Yes. Did he claim to hold himself accountable while laying off everyone of worth? Yes. Did he do all this while taking home 32mil a year and latting folks off over zoom calls? Totally. Does any of this have a lick to do with his political views? Absolutely Not. Oh yeah… does your emperor god have 34 felonies? Yep.
But he holds himself accountable, right?
Judging by our stock price, looks like the street is figuring it out.
half a year of people waiting to find out if they are going to be fired then if they find out they are not, waiting to be told what to do, and when they are told, waiting for the help needed to actually do it.
Keep the Vanguard analysts, with their 101M shares away from this website. At the current levels, these institutions must have automatic buy/sell break points in place.