You know - when I first saw moguls message I wanted to response right away -with almost the same comments. But then I thought.. screw him. This is my money and my interests. So now that I see Ben respond,I thought I would step up as well
Ben captures it beautifully. I am concerned that the average investor is a get on the train type of guy.... I am too at times. But not when I am deep like this. So it would be really easy for Mogul to spout "all they have to do is this that these and those" sit back and relax.....". That statement -to me a wicked shortsighted. I have been sitting back for 15 years. I have heard and said what you have said. But again,this is my investment. It is rare that I get into highly engaging and intelligent discussions on the board or any other board. But these discussions help me evaluate whether to take on more risk or not.... the key is in some of the details and minutiae of the conversation I glean from it. It helps my evaluation process.
Do I think shit will get done?? Sure - at some point.... but look at what he wrote - understand the complexities involved and all the potential pitfalls. It is NOT easy... and if any of you evaluate it the same way, please do not become my financial advisor.... I would rather have you not post.... there are already enough posters on the boards who think they know what they are talking about but don't.... their education is the university of other boards... as opposed to my education and licensure. I am not a cheerleader. Nothing against them... but I just am not the type of poster to throw out a one line " take that, shorty!!" Statement. Many of you are not...
But please - comprehend the list you laid out. My first reaction was - that's a great 5 year plan.... well they do not have 5 years. They probably have like 45 days... if they do not show signs of execution then that affects my investment - again... so TONY - how's that for sentiment!!!! If you really want to know what I am thinking - call me. Some solid discussion. I love you Tony, I do, I think you are the right guy to lead, but today - this week - I cannot tell the difference between you and Igor....
Let's be real - the shareholder letter is essentially every single thing we new with one small update that has no concrete value it was regurgitation. It actually surprised me that more of you are not a little bit disappointed.... or are afraid to say it. I know you love the company - I do too - but to throw a September date out there with no evidence that you have no stop sign, funding and people in place to execute - that does not make you think? Question? Comprehend? Yikes
Ben captures it beautifully. I am concerned that the average investor is a get on the train type of guy.... I am too at times. But not when I am deep like this. So it would be really easy for Mogul to spout "all they have to do is this that these and those" sit back and relax.....". That statement -to me a wicked shortsighted. I have been sitting back for 15 years. I have heard and said what you have said. But again,this is my investment. It is rare that I get into highly engaging and intelligent discussions on the board or any other board. But these discussions help me evaluate whether to take on more risk or not.... the key is in some of the details and minutiae of the conversation I glean from it. It helps my evaluation process.
Do I think shit will get done?? Sure - at some point.... but look at what he wrote - understand the complexities involved and all the potential pitfalls. It is NOT easy... and if any of you evaluate it the same way, please do not become my financial advisor.... I would rather have you not post.... there are already enough posters on the boards who think they know what they are talking about but don't.... their education is the university of other boards... as opposed to my education and licensure. I am not a cheerleader. Nothing against them... but I just am not the type of poster to throw out a one line " take that, shorty!!" Statement. Many of you are not...
But please - comprehend the list you laid out. My first reaction was - that's a great 5 year plan.... well they do not have 5 years. They probably have like 45 days... if they do not show signs of execution then that affects my investment - again... so TONY - how's that for sentiment!!!! If you really want to know what I am thinking - call me. Some solid discussion. I love you Tony, I do, I think you are the right guy to lead, but today - this week - I cannot tell the difference between you and Igor....
Let's be real - the shareholder letter is essentially every single thing we new with one small update that has no concrete value it was regurgitation. It actually surprised me that more of you are not a little bit disappointed.... or are afraid to say it. I know you love the company - I do too - but to throw a September date out there with no evidence that you have no stop sign, funding and people in place to execute - that does not make you think? Question? Comprehend? Yikes
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