Re: Interim CFO Neel Dev
If you are asking if the stock will move down off of this, I think it is very likely it will trade lower.
Some investors always worry when a CFO leaves (although there is zero concern here about something being wrong with the financials, he just got a better offer). But some people just auto exit when a CFO leaves.
But a few days sounds to me like a totally ridiculous transition time, I find it kind of hard to believe. And he was very well regarded, just super positive 2-3 weeks ago in that conference, so it is a bit of a shock.
Longer term I think they'll decide Nell is good enough or they will get someone to do the job, and life will go on, we will be valued on how much FCF the company will generate.