When insiders push back like that it's a sign of good management, in my view. They know their stuff and don't beat around the bush. It's sort of like when average companies read the whole damn disclaimer before getting into things. You read/listen to the better companies and their like okay you guys know the disclosures, let's get down to business. To me they're qualitative tells about management.
256: Nvidia, Porsche EVs, Datadog, Microsoft CFO, Github Copilot AI, Berkshire + Alleghany, Construction Costs, and David Simon's New Baltimore Show
When insiders push back like that it's a sign of good management, in my view. They know their stuff and don't beat around the bush. It's sort of like when average companies read the whole damn disclaimer before getting into things. You read/listen to the better companies and their like okay you guys know the disclosures, let's get down to business. To me they're qualitative tells about management.
Which washing machine hoses did you get?
Thank you for sharing the conversation with Brandon❤