Got to get rid of her.
Worst C-level team in modern business
With zero reason for a turn around, not sure why there are yahoos thinking MM changed things, I think this is a wide miss.
Also think MM totally botches the conf call. Then confirms only half to shareholders. They will crush the stock.
Selling half into earnings and protecting with $35 puts.
The positive. Activists will go wild and she will be fired the following week. Rebound in price
What a disaster. Wall Street is going to scream their no confidence with MM. They are telling us, she can't ne trusted with the money. The price will reflect a -$3b to -$6b. That's what they anticipate she will blow on useless buys. Plus shrinking core.
She is just terrible.
This will be an activist battle. She is clueless. One or all will make
Sure she is replaced. Maybe spinoff tumblr and she can be ceo. A little project.
What a waste of cash tumblr was. That should have been the reason to can her.
I'm not short. Long. Pointing out how inept the CEO is. You know, looking for value. Tumblr isn't even included on earnings. Reality right there. If it was doing good, it would be highlighted. It's not.
Your not concerned about hearing from her? Are you serious?!! I am very concerned. You think she has a plan?
If it is a $1b. There will be dozens of activists buying and immediately calling for
$1b mistake again for no revenue company
Not so fast. I think a big miss and this still has 10-20% drop. With no activist out yet, they might all be waiting for an entry point at $32-34, then pounce.