What is your best guess on when Geoff and his BOD get bounced? Rumors are flying (again)
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I don’t see a change there.
Read EM strategy. It’s a single note playbook. Google has enough on it to figure out the play. Think of what A) The largest potential income generators are in the short term, but are not realizing the potential and hence undervalued And B) this is the more interesting thought exercise, what is the most effective hedge for that set of income generators against the forces that are keeping it from realizing those potentials.
And once you have those options on the table, think of who you’d want to be ceo, if you were EM.
@13e Then the after RIF party can be at The Pink Pony Club.
Not soon enough
Why worry. Let’s keep on dancing at the Pink Pony Club until we receive a “Business Update” meeting invitation from management.
I guess Boston is also in a "super cycle" of innovation, the only difference is theirs gets them 20% top line growth and we get 5%. But they are building and expaning and hiring while we play games with finance to save nickles. This is not an innovation culture.
Look at BSX's last quarterly earnings. They were great. They do not suffer from "headwinds" or whatever the excuse of the day is. All of the problems lie at GM's feet. He owns this. Elliot must be looking at BW under the microscope too.
@pa nah, they’ll make him earn his severance and get his hands bloody. That way, the new guy comes in as a savior rather than an executioner.
GM will likely be bounced right after Q3 earnings (Feb 2026)….after complaining about “headwinds” for one last time! This clears a path for Q4 restructuring.
GMs golden parachute will be way more than most technical people make during their entire tenures at MDT!
389 to 1, yikes!
BSX hits $100. That signals the end of Geoff's era. Gone by Thanksgiving.
They won't even appoint a new CEO, they will hire a temp.
Please offer a ERP for XMAS !
I have no particular interest in the GM matter. My concern lies in the potential consequences when product deliveries fail due to escalating attrition rates and a complete lack of budget for backfills. We fight for funding to address production downtime, yet even if approval is granted, we lack the personnel to execute solutions. And the problem is accelerating quickly.
I would suggest everyone to look for jobs asap and try to bounce
When Geoff leaves, it going to get worse not better
Within the next 3 to 6 months.