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Posted On: 03/08/2021 8:57:25 PM
Post# of 148899
No, I'm not saying that at all. I'm really not a science guy.
I'm pretty good at math, so I can figure out this: if the whole thing is mediocre, and one part is really good, then some other parts are probably not so good.
I'm also learning that what might seem like minor statistical oddities (e.g. an enrollment variance based on age), can become a big deal. This is super important (more than I ever knew).
I am a finance guy. Most of my concern with the company comes with their cash position and capital structure. Cash is kind and we don't have any.
But, I'm hopeful.
I'm pretty good at math, so I can figure out this: if the whole thing is mediocre, and one part is really good, then some other parts are probably not so good.
I'm also learning that what might seem like minor statistical oddities (e.g. an enrollment variance based on age), can become a big deal. This is super important (more than I ever knew).
I am a finance guy. Most of my concern with the company comes with their cash position and capital structure. Cash is kind and we don't have any.
But, I'm hopeful.
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