Todd Rethemeier
Todd Rethemeier
fits growth industry left national players providers regional thesis whatever
It fits with my industry thesis that the regional players are going to be marginalized by the national providers and left to take whatever growth is left.
net price saw share somewhere
I would have thought somewhere between $10.50 and $11 a share would have been a better price before I saw the 4,000 net (customer) adds.
beat customer hard morning overlook reported slowing
What they reported this morning beat my expectations, but it's hard to overlook the slowing customer growth.