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But you are using the misquote to do the thing Zitron does that you hate! I don't get it!

• deleted 26d ago
  [deleted]
• SpicyLemonZest 26d ago
  I didn't say I hate it. I've never seen any reason to doubt that Ed Zitron is a great guy who's working hard to tell the truth as he understands it. My point is that any discussion of how a large, complex company is doing requires making judgment calls about which numbers are more or less reliable, do or don't matter, etc. This is especially so when it's a private company that has not yet any kind of meaningful disclosures. So if you don't think Ed Zitron's judgment is sound, there's no good way to adjust his commentary for that and "just look at the numbers", because the numbers have been filtered by his judgment even if they all came from accurate underlying sources.
  • dcre 26d ago
    Completely agree there.