Exactly what success are you referring to? My understanding is that their income is derived from a couple big partnerships. Their partners control their profit

Exactly what success are you referring to? My understanding is that their income is derived from a couple big partnerships. Their partners control their profitability. In a publicly traded company, this would be considered an unacceptable risk. If they mitigate that risk, then I would agree that they succeeded. Until then, they are a high-risk venture with a shaky income stream.