GREY:XEBEQ - Post by User
Comment by
AlexDonovanon Nov 25, 2021 8:50pm
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Post# 34167144
RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:The shorts are running out of time and space
RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:The shorts are running out of time and spaceThis is just painfully naive. Setting aside the obvious strawmans, you are assuming hitting guidance is 100% within his control.
As we saw 8 months ago, anything can happen. I'm not saying he will miss, I'm saying that's what markets are pricing in.
Or maybe markets are pricing in a hit but lower revenues/earnings thereafter than you are, I don't know. But obviously there are price makers who have a different view than yours and I believe trying to understand that is valuable and can inform your investment strategy.