securities analyst
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Sep 29, 2025 by Mason Morfit · across every show →
Everything said about securities analyst, oldest first
Sep 29, 2025
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…”