my perception of management only worsens over time, not because of anything specific, but just the general gist of their statements, they seem to personify the pot calling the kettle black in their whole "they don't get it mantra" ... the things they so plainly don't get are remarkable in their size and obviousness (unless of course they really are just scoundrels).
I see no path for the current formulation to remedy that, it seems clear to me that no matter what talent the bring on, and what vision they bring on, and what sales force they bring on, and what products they develop, ... they will always suffer under the areas of SKS' weaknesses that the company cannot and will not address.
....
BUT, in a short term sense (measured to Dec 31) WAVX beats the crap out of the broader market. This is based on plums, the effects of which I expect to be transient.
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