RE:RE:RE:RE:Goodman responds to letterporksniffer wrote: I think some context is in order because this is being spun to suit Mr. Goodman's false narrative.
Every single shareholder who bought exactly 3 years ago and still holds is sitting on a return of about........2%.
Everyone who bought exactly 2 years ago (ME!) who is still holding is DOWN anywhere from 23-30%.
Anyone who bought the last bought deal 2 years ago, the biggest one to date is DOWN 25%
Goodman cannot change market conditions. He can only do what's best at any given moment.
It's not Goodman's fault that the stock price is what it is (the market essentially gives the company zero "Goodman premium"). It's not Goodman's fault that opportunities within the pharma sector are running low at the moment.
Would you prefer that he just started investing recklessly instead of being disciplined?
Finally, shareholder value can be created without the stock price reacting to it instantly. The fact that the stock price has failed to improve (and even come down) within the past couple of years certainly doesn't mean that the company hasn't created shareholder value within that time. I would argue that the company has never been better positioned for the future.