It's not just speculation. You can infer based on
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1. The laissez faire approach that OWCP employed is not opinion. That part is fact.
2. Ziv performing poorly at the Wall Street conference is fact.
3. The stock tanking under his management is fact
4. The business side of things being pissed about that is fact. You cant expect them to be happy.
These aren't things to be upset and defensive about. These are things that got him replaced. Again you can infer these things if you have a business and sense, and considering that was my thing in University, yea I can say I'm likely right.
Also I'm not the only one who thinks so, obviously investors were thinking the same, because when he was replaced the stock went up. I like many others are relieved because the poor management was obvious.