@joinyellowbrick Estimates too low. Multiples expand when estimates go up or if there is a capital / structural event. Better to get 2 for 1 (estimates and then multiple)).
@sidecarcap Totally agree. Having worked in corporate and sell side, it is abundantly clear that investors don’t understand and can’t comprehend the complexity of almost any biz.
@jay_21_ I dealt with him years ago in my sell side days, he would get on conference calls and push mgmt to talk up numbers. And then call sell sliders individually and berate them for having numbers too low. It was gross,
@VasilisLerikos@GarrettSprints We had a string of 2nd rounders that crapped out badly too, Kindle, Cody, Cody, Arthur brown,Correa. Those guys barely got on the field.