No. of Recommendations: 3
I am sure we will all be reading closely, looking for something:
One fellow is hoping for a dividend.
Another for aggressive share repurchases.
Maybe dumping Davita. Or buying Tesla.
As for me, I am wishing that Greg has found his “Carol Loomis”, to help him refine and communicate his message. Whether he is feeding us ice cream or brussel sprouts, he should (must!) be clear and decisive. And readable, especially for the elderly aunts.
What would YOU consider a successful letter?
