Nautilus Capital @_Xceo
New York Joined December 2019-
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Following1K
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@rubicon59 Are you referring to when the company said we can’t sustain 30% growth in gaming for 10 years? Do you think that was signaling for near term weakness or were they just giving the reason they’re pressing on consumer ads
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Nautilus Capital retweeted
Excited to share that the Special Situations Digest has moved to a new home. If you want a free month of paid access (Pro), just do the following: retweet this, drop a comment below, and send me a DM with your email, and I will give you complimentary access.
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I think there is a lot of cost cutting potential. S&M > device sales. These sales reps are essentially deeply unprofitable and consumables sell themselves (my wife’s an aesthetics sales reps and knows reps at skin). Additionally, China is completely unprofitable and needs to switch to distributor model. Also absolutely no need to have 3 different devices. Hoping the new CEO get these points.
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