• last year
"If you need to split your company up to unlock shareholder value, then you're running your company poorly."
Transcript
00:00 Let me just throw this out there just to be the counter voice.
00:03 If you need to split your company up in order to unlock shareholder value,
00:10 then you're running your company poorly. You're not telling your story well enough.
00:14 The street clearly doesn't understand. That's my take on the whole thing.
00:18 Like, why do you have to break it up in order to get rewarded for it?
00:21 Tell your story better and maybe the stock market would start rewarding you
00:25 for the company that you have. Just throwing that out there because why not?

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