It sucks to lose almost a fifth of stock value tied to QCOM, but I'm getting some satisfaction that the JANA parasite is going down with its host.
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Yeah, I admit it feels good to see that Jana has taken a $200+M loss on their QCOM investment. Props to SM for hitting Jana where it counts. Sanjay just would have told them to piss off when they first came to our party, but SM -- he's shown us how to reallyt put the hurt on 'em. Problem is, I can't sit down anymore myself right now.
Look on the positive side: today’s 15% drop equates to $9 lost; tomorrow a 15% drop is about $7.50. Absolute lost is reducing.
Cool story bro