(08-20-2018 01:45 PM)GoodOwl Wrote:  

(08-20-2018 09:14 AM)tanqtonic Wrote:  I'm actually somewhere between agnostic and pro- biannual reporting vs. quarterly reporting.

The drive for 'numbers' on an ongoing rolling 3 mos. basis really tends to cut against the ability to 'long term operate'. But, it is also imperative in any publicly available security for as much transparency as possible.

That being said, perhaps the 6 mos rolling window wouldnt be such a bad thing, as it tends to give more equivalent weight to the two (sometimes competing) goals. But the 'drive' for quarterly numbers is such a short cycle that when one ends the next just fills it up.

I have really come to appreciate the companies that are owned at the hedge fund basis -- the drive for numbers is still there but the hedgies actually understand the long term view very well.

I'm a bit more for changing to biannual reporting, but I think you did a pretty good job summarizing how I feel. Thank you.

Good, I think the initial response to the post is more driven not by the subject, but by posting on a Sunday.

I think that by Saturday all the piss and vinegar that gets generated in this sub-forum needs to be cleansed out by the participants. Sundays is really dead around this subbie (probably for good reason... )