believe me the first place problems usually show up are on the financial statements. Accountants are a crafty lot...
Absolutely true. Like most devotees of The Gorilla Game, I'm primarily interested in thinks like product, market, TALC, value chain, etc.
At the same time, you're right; financial statements can be a great tool for finding breakdowns in a company's operations. It's always nice to have people that can point those problems out, and help the rest of us. However, just remember that our goal here is to learn and teach gently. I for one respect most those who can disagree respectfully, and engagingly.
Having looked at the problems with their financial statements, I'm not overly worried (management's explanations have seemed reasonable), but will keep an eye out for it next quarter.
I would suggest (and I mean this in the same polite tone that you claim to have intended for DS) that you study up a bit on The Gorilla Game and, especially, The Innovator's Dilemma. This should give you a better understanding of why many of us are so enthusiastic about this company's prospects.
Ethan |
