Rod Bourgeois
Rod Bourgeois
discipline instilled management obvious problems
A lot of the obvious problems have been fixed, and management has instilled some discipline in the company.
current guidance implicit relative seem somewhat steep worry
We still worry that, at the stock's current valuation, implicit expectations seem somewhat steep relative to the guidance we anticipate.
companies indian margins profit utterly year
The profit margins of these companies are utterly unsustainable. And this should be the inflection year for the Indian firms.