I seem to have reached a point in my career where market contacts send me screen-grabs – with no comments whatsoever – asking how my valuation model changes with a company when its new guidance is finally issued by third parties… on Twitter.

Normally that would be pretty bizarre, but when subject is Flexport these things are almost effortlessly engaging – especially as Flexport is trying harder than in the past to control its messages to the public.

And rightly so: keep in ...

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