Okay so Intred didn't exactly work, ~10% down, but at least it didn't "do a Dave"... $CCOI must've clobbered a ton of hedge funds given the complex story was a great sell to LP's and supposedly smart 150 IQ guys
$ccoi up a quick 30% off the bottom, while Italian fiberco with sub 5% churn puts up 9% EBITDA growth and nobody gives a fuck. I'm staying europoor. Intred H1: cms-admin.intred.it/uploads/…
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I guess there is a bit of hope after all. This guy is good.
I've been in politics for a quarter century. It's hard to express how staggering it is to see a conversation like this on corporate US media. The Morning Joe panel gobsmacked by the directness of @AbdulElSayed's points.
(clip via @DropSiteNews)
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$EPAM Seems like buying consultants was the real play! Should've rebranded as 'forward deployeed engineers' ofc.
Anyway, if few seem to understand how to use this shit in a productive way, why won't $EPAM benefit from trying to make it work for corporations? Another #neversell people should've sold btw. Almost trading like a toaster now.
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You think mngmt does a bit of self-reflection when they lower guidance and drop this line "this performance is not without room for criticism"... But then they blame it on macro factors: Travel disruptions, currency fluctuation, inflation! Kinda Trump'ish being honest😬
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