I'm grateful my position is a tiny one. After being an owner for a while now, I see a lot of press releases and not a lot of substance. It all sounds cool, but I'll be waiting for something substantial. CEO gets paid $1M a year and owns very little stock so the incentives are to keep the company alive but not to urgently improve it. I'm in the jaded but hopefuly camp.
Thanks for the candid take . btw great write up on Moberg, that seems to be going places . Wish the management was a bit more aggressive with marketing and upbeat about prospects , maybe just a Scandinavian thing .
Yeah, I think most people just look at the guidance and assume it's right or aggressive (since most management is that way). Makes the opportunity, imo.
Hi - I came across this write up today and found it very useful. BTW what do you make of IPA new AI model , any substance ?
I'm grateful my position is a tiny one. After being an owner for a while now, I see a lot of press releases and not a lot of substance. It all sounds cool, but I'll be waiting for something substantial. CEO gets paid $1M a year and owns very little stock so the incentives are to keep the company alive but not to urgently improve it. I'm in the jaded but hopefuly camp.
Thanks for the candid take . btw great write up on Moberg, that seems to be going places . Wish the management was a bit more aggressive with marketing and upbeat about prospects , maybe just a Scandinavian thing .
Yeah, I think most people just look at the guidance and assume it's right or aggressive (since most management is that way). Makes the opportunity, imo.