From market darling to huge valuation multiple drops
Great stuff. What can investors look at now to see who is taking the “medicine”? Are there certain metrics you would recommend a non-finance guy (me) should look at in a 10-K, etc?
A lot of it is lagging indicators so it’s hard to really tell just from the financials presented.
Earnings calls, particularly the Q&A, are often a good resource to understand management’s focus on it though
Great stuff. What can investors look at now to see who is taking the “medicine”? Are there certain metrics you would recommend a non-finance guy (me) should look at in a 10-K, etc?
A lot of it is lagging indicators so it’s hard to really tell just from the financials presented.
Earnings calls, particularly the Q&A, are often a good resource to understand management’s focus on it though