More re analysisGenerally, agree that short's arguments seem awfully transparent. Not sure that they are going away soon, however. Going on and on about churn suggests that they think they have found a button to push. Any company dealing with start-up entrepreneurs will lose lots of them because that universe has a high death rate; this applies to any company serving these clients. So high numbers are predictable, and Citron and co. will predictably try to surf on them. Ultimately, revenue and profit numbers will prevail, but I woundn't be surprised to see a few bumps along the way (and profit from them, hopefully).