So here's the rubBfore we begin: Yes, I'm new here yadda yadda but I've owned this stock before anyone posting on this board, of that I am sure. Believe it or not, up to you.
Results were poor, outlook muddied and Tal sh*t the bed on the conference call. These are indisputable facts.
What is the key value of this company going forward? is it the tech or is it the people?
If it's the people, who are the key players? is it the founders? If so:
Founders have cashed out around $15 million dollars each in the last year, how hungry are they to double down on this venture? That's the bottom line here.
Given I hear they are spending more time on the beach than working I have serious doubts about the level of committment. Maybe it's time for them to find a suitor and call it a day.