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Richard Johnson

@NumberDoctor @tinker

We often deal with this on deployed apps where we're being asked by the panicked new owners: "Previous team laid off, can you help us reverse-engineer this? It's required for {critical function}..." Incompetent sabotage by management focused on activist private equity threats is real. There doesn't seem to be much long-term shareholders can do to prevent it.

1 comment
NumberDoctor

@tab2space @tinker exactly! Maybe persistent visible companion analysis of every financial statement of corps with workforce reductions or geographic redistributions? You heavily discount the margins and cash on hand by the expected delayed market timing, the impact to their products, and the financial exposure they just created for themselves. Also analyze major equity holders (for correlation). Publish. Repeat.
There’s got to be a way. 🤔

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