RE: Did I hear right8 Nov 2022 19:26
Good summary HarChris. Listening to some of eatstocks replays today it struck me that Fortune would never make a politician. His responses are unscripted and include admissions of regret, even when the question doesn’t require them. He speaks with the frankness and lack of guile of a scientist or engineer. No spin, no BS. I also get the impression that going forward he will only put out news on what’s happened rather than a vision of what is going to happen. I suspect he was wounded by unfulfilled production forecasts. So, no insights, no hints, no ammunition for hindsight snipers. Just facts. That’s the company we are invested in, and I am OK with that.