May. 10 at 2:28 PM
$ARLO from a shareholder optics perspective, the Board has not done a good job aligning executive behavior with long-term shareholder sentiment. When retail investors repeatedly see:
* executive selling,
* rising share counts,
* stock-based compensation,
* and limited open-market insider buying.
Leadership has created the perception & reality that management is benefiting more consistently than shareholders are.
That perception alone suppresses valuation multiples even when earnings improve. Many investors have started to view the company as “financially engineered” rather than as a high-conviction long-term growth story.
Greedy Board, Greedy Leadership. Not a good look for the company reputation. Has been frustrating Investors for years. When investors no longer feel aligned with management incentives, frustration tends to build — which appears to be what many ARLO shareholders have experienced. I’m right with most of you. Only hope is a venture capitalist buys & takes private.
