Originally Posted by
Baa_Baa
I think it might be because Snoopy has a hypothesis that IFT/CDC is a poor business and investment proposition, and is murdering the financials to prove it to himself and anyone else who is interested, that that is the case.
If I was going to do something like this, which admittedly I probably couldn't as I don't have the financial accounting dexterity or time to explore all sorts of extrapolations, neither do I have reason or cause to think IFT are lying or manipulating the financials, I would do all of my homework offline, build a case that I thought was rock solid, and then present it for discussion.
Rather than make myself look a bit foolish with multiple fabrications and reinterpretations of the numbers, and each of them ending in oops.
I would probably also just give the CFO a call and say, hey, I don't believe the numbers you've presented and I want to run some of my analysis past you which suggests you're -$100m wrong and CDC is a loss maker, and ask a few questions, before I make a fool of myself on social media.