Thorton on the Disconnect Between C-Suite and Investors

The transcript discusses the disconnect between management's delivery and market expectations, highlighting communication errors that lead to stock drops. It questions the current level of access to C-Suite discussions and the reluctance to share explicit numbers. Despite the availability of data, unexpected market movements still occur, suggesting a need for companies to instill confidence by clearing the decks and cutting numbers decisively.

What is the significance of the data available to analysts according to the speaker?

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What does the speaker imply about the confidence of companies in their financial forecasts?

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