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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.

(Source 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 ...

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