Good one Balance
this gave me a good laugh. Can’t wait till AI kicks in and he can get it daily/ monthly…he will need a beautiful robot assistant to help write his posts
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here you go…from the other site. Bolded his negativity for you.Please courier my prize to my Nigerian based personal assistant.
Basil mentioned he not that happy with Heartland 'culture' and reduced his holding
My adoration of Jeff and his team is waning ....the halo is losing its shine ...fast ......and Heartland doesn't seem to be the Heartland it once was
Be a bad day if we ever had to say 'Heartland didn't do what they said they would do' ....might not be far off
The 'halo effect' in business is an interesting concept. Might pull out my copy of "The Halo Effect: . . . and the Eight Other Business Delusions That Deceive Managers" and sit out in the sun (fogs lifting) and give it another read
STU Gross Margin % not improving is it ……not that long ago they said it was going to higher number than they just reported.
so it wasn't covered by forward sales at loftier heights ?
STU should know better than any others that what goes up fast also may have symptoms of sliding back to ground
equally as fast in certain commodities lines ;)
It was burnie burnies last time in a bad way ..
Thats what they get paid for ...FWIW ....I am with u on this one mate ...STU !!
All stocks had covid froth some way or the other ...as liquidity has a way of getting into even smaller holes ...Easy money inflated all businesses and all will need to readjust and get repriced to " normal " levels of rates in future ...Large caps thus will do better as they became large caps due to better management not by liquidity fuelled rush which made them look doing well ...its in difficult times " Boys get separated from Men "
PS : Pls dont throw RYM bricks at me ...I dont consider such speculatively managed stocks as a large cap though it reached great heights like ATM