In what world does “we have double digit growth in our pipeline” pass muster without follow up by the investment community? It’s almost like everyone is afraid to ask John V questions.
Maybe intentional use of an ambiguous term.
3 replies (most recent on top)
The pipeline is planned product releases, not sales. That’s why OP is surprised that analysts didn’t ask for clarification when the “double digit growth” statement was made.
The CEO made no mention of any products on the call other than vents, sanitizer, and 3D metal. And no one questioned what we are doing in the print subset from a product strategy or sales view.
The only double-digit growth Johnny has is in his paycheck, which is the only thing beyond making Carl happy that he cares about. As for the investment community, they are not afraid of Johnny, but they are afraid of Carl.
He dodged answering a question about Vader, overtaking the sanitizer and respirator part of the question. Hmmm