Itās clear Levy likes the 40% ratio, heās gone there for Poch and is taking us there now. Thatās his idea of āmeansā.
As Milo mentions, COViD revenue loss makes this seem less damning, with the recent deadwood causing a small ripple also.
He isnāt preparing to go big. This is his ābigā.
#COYS
add a skeleton here at some point
6 months ago