LC Posted November 1, 2015 Share Posted November 1, 2015 how much stock do you guys put in them? do you listen to them at all? i feel like it's just a pony show put on for both parties and not worth the brain damage trying to delve through all the cryptic nuances of canned management responses. i've found value in them for really small, off-the-radar companies and something like Fiat. in both cases management doesn't seem to give a #&(# and is willing to be blunt and candid. the common thread being when management has no incentive to add layers of nuance to shade the truth. Link to comment Share on other sites More sharing options...
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