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Maybe, but I didn't realize it, and I'll bet others don't either. Significant because of the accumulation of bad days, and because of the company's apparent hubris and possible over-valuation.


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I think it’s relevant that the company doesn’t have as excellent of a track record as people may think.

Yeah, I realized that something along those lines is the issue. It's still surprising when a business can't operate in a situation like this.

I'm surprised more people don't realize this. It happens to all big corp.

Maybe management don't want to admit to shareholders that they made a horrible mistake.

Maybe the news was already baked in? Seems like a common underfunded long term liability issue that could be forseen in their financial statements. (Any company with long dated fixed liabilities and unrealistic investment return assumptions can fall into this)

Kind of. Usually these trope-filled stories make a mountain out of some small setback, but this story genuinely feels like the company had some major setbacks.

I had considered that, but that seemed the less likely scenario: that they'd intentionally let their business get damaged, rather than having issues that most large corporations face.

I mean, they clearly don't have a handle on a wide variety of bad actors in their ecosystem, but keep putting out awkward attempts at solutions. This suggests they're trying to fix perceived problems, but are avoiding the core of the problem because they either don't see it or don't have the political will to fix it.


My point is that the tone of the article is "the company is doomed" when all that is doomed is perhaps the previous high stock valuation.

"A powerful, dangerous company careening out of control."

Wow really? Missed earnings and botched press releases are not great news but aren't the end of the world either.


I dont notice the same thing but we could be looking at different articles/comments on here.

anyways, i think the real issue here is just the emptiness of it. Anyone can brag they knew (or pretend they knew) that a business would fail after it already did.

and hes not providing insight. Just, it was "Terrible" and they "did it wrong".


Does seem like they are earning a reputation of making poor business decisions.

A rounding error. It’s honestly terrifying how much wealth is concentrated in this one company.

I saw that. It sort of struck me as a company learning from their mistakes. I still think extrapolating a bait and switch doom and gloom catastrophe is a bit much :)

Maybe not enough people know what's really happening with those companies.

> The worst part of the whole thing is that few people realize the significant amount of lag between when a company starts falling down before it hits bottom.

To borrow a phrase from Adam Smith, there is a lot of ruin in a great company.


it really isn't. but to be fair, it got a lot worse many years after the acquisition (2008), so it's hard to be certain whose fault it was.

I keep thinking this is a sign of a larger failure coming. The consolidation masks a financial problem at one or both of the companies.

it's been dragged down by bad news from other firms afaik.

This is the strongest sign that it actually hurt their bottom line
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