That airplane sleight of hand is clever. The even greater 'voila' will be when a C-suite also owns the real estate to which the naming rights fees get remitted....
Self-enrichment schemes around buybacks, incentives, and lavish exec perks, stacked atop product cannibalization issues and a negative earnings surprise? And shareholder lawsuits to boot? Major red flags condensed in one piece - Great work!
If the Beti program is so good, I wonder if they have been able convince companies to switch from their competitor's program to Beti? Are they growing their business at all?
That airplane sleight of hand is clever. The even greater 'voila' will be when a C-suite also owns the real estate to which the naming rights fees get remitted....
The stadium curse strikes again!
Herb is the only guy I know of that enjoys reading through class action lawsuit documents. I’m thankful he does.
PayCon. Oops my finger slipped one keystroke over. We better not bet on Beti. Thank you for the research Herb.
Self-enrichment schemes around buybacks, incentives, and lavish exec perks, stacked atop product cannibalization issues and a negative earnings surprise? And shareholder lawsuits to boot? Major red flags condensed in one piece - Great work!
If the Beti program is so good, I wonder if they have been able convince companies to switch from their competitor's program to Beti? Are they growing their business at all?
Something is off and on this call they seemed to try to de-emphasize Beti, which was weird.
The only points I could consider real issues are the BETI issue, as well as the buybacks not being material.
The rest is fugazi.