@SecretCFO Do you think it's a lack of understanding from senior management teams? It feels like it (having being in FP&A for 7 ish years) I feel like team sizes should be cut by atleast half if not more
@SecretCFO I hope you include how little need there is for the size of fp&a teams going forward if AI implementations go well - shouldn't have to ask someone for reporting if a central ai system is imbedded well with the data warehousing.
@SeaGoatCoin And they say AI can't save our money and time, this masterpiece would've taken 3 business days, 4 offshore workers and $1500 in marketing spend ππ½ππ½
@BrownMarubozu Like paying 2x free cashflow and 1.5p/e for an oversold name and the 8.5% divi I think all are value for a company at peak fear over this AI disruption narrative. Would probably sell at $13 though in case this GAAP profitability issue becomes terminal
@PegasusFund Think the sheer fact that he isn't Powell in of itself means risk has to be repriced till atleast the mid terms. And I think that's what equities are reacting to. Added to it how little interest he seems to have to be as open as possible in guidance. Not the best look for risk
@ALBACapMgmt Entire risk curve has to reprice imo, he doesn't seem as willing to play ball, probably will cancel his fair share or pressers once he's comfortable
@EvanWeb3 I think going forward you guys need to provide updates on any reliability fortifications you have at every juncture. Enough with the shipping random features, I need a chain that atleast can transfer funds when I need them transferred