Segment Disclosures
topic on 1 show · 1 statements across 1 episodes
1 statements about Segment Disclosures, every show
Morfit: Financial segment disclosures reflect internal bureaucracy, not true unit economics
“Financials are reported out as a function of the bureaucracy of the company, not necessarily as a function of the real economics of the business. So the segment disclosures you're getting are not necessarily the true economic picture, but if you're a good secu…”