Hey David, I am a INST perma bull but I found this recent post on Glassdoor from one of their employees, I was wondering if you have noticed or have thoughts on this: "There have been significant red flags - especially with the leadership team. The CEO, Dan Goldsmith, recently hired his sister into a C-Suite position. To avoid a conflict of interest, they are making her report to Intructure's Head of Legal - even though it's against Instructure's policy to have family reporting to you. This is wrong for a public company. This upset a lot of people. The flagship product, Canvas, is a cash-cow. Our corporate product, Bridge, is not good. We try to sell it so hard and it's a waste of money. There are more overpaid people in certain departments who crawled their way up the ladder just because they worked at Instructure in the beginning."
@bionicturtle5 жыл бұрын
Hi Ryan, Thanks for the pointer. I had NOT noticed that comment (I see it now). My thought is that I (almost) never treat a single data point as valid; I wait for a pattern. The reviews on Bridge, so far, have been good and/or excellent. I can't let a single GD review alter my view. I do think the next quarter is important. I said that last quarter, but we're waiting for quantitative breakouts on bridge. If we don't see those soon, we can get worried I think. Thanks,