Post
George Pearkes
peark.es
did:plc:pnx2fjuannbdpy3337ggthpp
I think he is a deeply unreliable narrator. Before I even click through to the full piece he's already made an error; WSJ reported non-GAAP operating income (EBIT) not non-GAAP EBITDA. I shall now read the piece and offer follow-up commentary.
2026-05-22T21:00:30.063Z