Follow-up after the recent CEO change announcement
Although I believe the investment thesis as laid out in my most recent article remains intact, I thought it would be prudent to address the unexpected change at the CEO level. As such, here I share my notes from a joint call with Mr. Aparup Sengupta (new CEO), Mr. Lance Rosenzweig (outgoing CEO), and Mr. Ramesh Kamath (CFO), held a few hours after the announcement was made.
Notes
Mr. Sengupta expressed extreme gratitude regarding the job that Mr. Lance Rosenzweig had done navigating the company through a successful