Indeed - >100% growth in YOY Q1 deliveries is actually rather impressive, however you skin it - biggest leap they’ve seen ever.
I find quarterly reporting and the credence it’s given absolutely absurd - particularly when dealing with businesses that are scaling rapidly and treading novel territory.
What happened to the decade+ holds of traditional retail investors? Why are we so obsessed with turning investments around in X months?
You hear all of these “if I’d bought IBM stock in 1956” stories - so why does the short term take such precedence?
I find quarterly reporting and the credence it’s given absolutely absurd - particularly when dealing with businesses that are scaling rapidly and treading novel territory.
What happened to the decade+ holds of traditional retail investors? Why are we so obsessed with turning investments around in X months?
You hear all of these “if I’d bought IBM stock in 1956” stories - so why does the short term take such precedence?