https://finance.yahoo.com/news/ss-c-technologies-holdings-inc-092356654.html
1 reply
I love the Q&A parts of these:
Analyst:
getting back to the mid-single-digit growth rates as a Company and it's taken a couple of quarters, I mean this seem to unravel pretty quick and you've always prided yourself on being able to kind of hit EPS numbers even if organic growth going to be down, and this quarter kind of a lot of those things actually fell apart in the kind of calculus and so I'm just trying to understand why you think you can get this thing back of the mid-single digits when I think a lot of these acquisitions maybe ended up surprising – certainly surprised us, but maybe they surprise you guys as well?
Translation: so the wheels are falling off of this thing, wtf?
Stone:
Well, again I wouldn't say that they performed exactly like we had thought they would or had expected they would. But they're still good businesses and we don't have to you know – I think second quarter was actually really good. Frankly, its record earnings, record revenues until it's not second quarter that was a problem, Dan, I think it's maybe the third and fourth quarter that are more of a problem and we – it's not like we don't have chances. We got chances, but it in these kinds of somewhat headwinds, you have to execute at a very, very high level and make
Translation: more bad news to come! we haven't executed, and we're not going to for a while!
Oh how I enjoy seeing him squirm!
The python ate the zebra, how's that going? Python "we'll it's just kinda lodged in there, I think it was a really good decision in the long run, just getting it digested is a bit of a problem!"