, Columnist
You Can’t Tell Analysts Too Much
Also the Celsius bankruptcy estate and the FTX risk engine.
Programming note: Money Stuff will be off for the rest of the week, back on Monday.
From first principles, you might imagine that the investor relations department at a big public company would want to give investors as much information as possible. Tell them what earnings will be like next year, break down the drivers of those earnings, explain the risks, whatever seems helpful. And then if the investors have more detailed follow-up questions, you answer them.