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Going to weigh in on $TWTR only because I love pain.
1/ Today's reaction on $TWTR reminds me a lot of May 6, 2014. I was in Detroit. $FCAU unveiled its ambition to grow volumes from 4.4 million to 7 million. The stock closed down 11.7%. Sergio bought shares that day.
1/ Today's reaction on $TWTR reminds me a lot of May 6, 2014. I was in Detroit. $FCAU unveiled its ambition to grow volumes from 4.4 million to 7 million. The stock closed down 11.7%. Sergio bought shares that day.
2/ Investors associated the stock reaction with a communication & management failure- which was really lost on me. After being "burned," no buy-siders bothered to attend the late day "chat" with Sergio... it was only that skeleton crew in the distance
3/ So me and 4-5 other lucky people had unfettered access to Sergio for a couple hours. In the moth-balled board room, he opened by lighting a cigarette & asked, "so what did you not like about the plan?" Almost exactly like this:
