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?

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