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Post by Chris-C on Dec 1, 2020 13:12:36 GMT -5
She seemed poised and comfortable talking with Munger and the others -- but deferent to an extent, as most would be. But the segment I viewed gave me no sense of how comfortable she will be in challenging the status quo. If she can do that, then her addition to the board will be of value. Otherwise, she’s just another filled seat at the table. Time will tell.
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Post by awesomo on Dec 1, 2020 13:35:39 GMT -5
The problem here is we don't even have a full executive team yet and they just keep adding more BoD seats who have yet to make any sort of impact whatsoever.
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Post by cretin11 on Dec 1, 2020 18:16:42 GMT -5
Yep, would’ve liked to see mnholdem there.
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Post by kite on Dec 3, 2020 11:33:10 GMT -5
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Post by longliner on Dec 11, 2020 20:10:46 GMT -5
I thought I would put this here as there is more to the story of Sabrina coming aboard than meets the eye. (Pun intended).
The price seems to have settled in near 3, it seems like a move to 4 will be quick, as it was from 2 to 3. Four dollars puts the BO price between $12-16 (IMO).
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Post by mytakeonit on Dec 11, 2020 20:16:44 GMT -5
So sports' $20 puts the sale price to $80  Okay, I'll wait longer. But, that's mytakeonit |
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Post by longliner on Dec 11, 2020 20:22:03 GMT -5
So sports' $20 puts the sale price to $80 Okay, I'll wait longer. But, that's mytakeonit That sounds right, $60-80. |
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Post by mytakeonit on Dec 12, 2020 0:49:05 GMT -5
And I want $100 - $200
But, that's mytakeonit
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Post by itellthefuture777 on Jul 11, 2021 23:24:32 GMT -5
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Post by itellthefuture777 on Jul 11, 2021 23:26:49 GMT -5
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Post by Chris-C on Jul 13, 2021 18:37:50 GMT -5
I listened to the podcast interview with Sabrina Kay. It gave me a greater understanding of the woman and her story. She has courage, instincts and luck when it comes to timing and pursuing diverse business opportunities. What she does not have is experience and insight into the healthcare or pharmaceutical industries. She seems to be a shrewd thinker, great networker and risk taker.
She established (purchased) Fremont College in 2007. I'm not a big fan of proprietary (for profit) "career" colleges, and once government regulations were imposed to protect consumers in 2015, she sold the College, which has seen a significant decline in its enrollment since. Recent information on completion rates and employment of graduates do not appear to be stellar. I do not know how current statistics differ from those reported during Dr. Kay's tenure.
She adds ethnic and gender diversity to the MNKD board and a different entrepreneurial perspective, but my intuition tells me she's not going to jeopardize her standing because she will want to leverage her MNKD board appointment to get appointed to another corporate board or two. Most of her board experience so far is on Civic and non-profit boards. As she said on the Mentor Podcast, her current "pursuit" is investing. I'll await the Form 4 that announces her purchase of MNKD shares with her own cash to ascertain her true level of belief in the company.
Perhaps it's time to start a thread that reviews the current board members, their tenure, and the expertise each brings to the table. There are now 9: These include CEO Michael Castagna (since 2017), James Shannon, MD, Board Chair, (director since 2015), Ronald Consiglio (Since 2003), Michael Friedman (Since 2003), Jennifer Grancio (Since 2020), Anthony Hooper (Since 2020), Christine Mundkur (Since 2018), and Sabrina Kay (Since 2020). Three women, and six men and it appears only one non-caucasian. Six board members (including MC) have been appointed since 2015. If you read their bios, you quickly see what they each bring to the board. I hope Sabrina Kay brings some shrewd new marketing perspectives to the group; but we'll never know.
My hunch is that in the 21st Century, the "shelf life" of experience is shorter than it once was. Therefore, perhaps it's a good strategy to bring on board members with more recent relevant experience in the industry. Yet, there is always a need for wisdom, so maybe the balance of fresh perspectives and seasoned experience is just about right now. Let's hope so.
GLTAL
Chris-C
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Post by peppy on Jul 13, 2021 18:46:48 GMT -5
I listened to the podcast interview with Sabrina Kay. It gave me a greater understanding of the woman and her story. She has courage, instincts and luck when it comes to timing and pursuing diverse business opportunities. What she does not have is experience and insight into the healthcare or pharmaceutical industries. She seems to be a shrewd thinker, great networker and risk taker. She established (purchased) Fremont College in 2007. I'm not a big fan of proprietary (for profit) "career" colleges, and once government regulations were imposed to protect consumers in 2015, she sold the College, which has seen a significant decline in its enrollment since. Recent information on completion rates and employment of graduates do not appear to be stellar. I do not know how current statistics differ from those reported during Dr. Kay's tenure. She adds ethnic and gender diversity to the MNKD board and a different entrepreneurial perspective, but my intuition tells me she's not going to jeopardize her standing because she will want to leverage her MNKD board appointment to get appointed to another corporate board or two. Most of her board experience so far is on Civic and non-profit boards. As she said on the Mentor Podcast, her current "pursuit" is investing. I'll await the Form 4 that announces her purchase of MNKD shares with her own cash to ascertain her true level of belief in the company. Perhaps it's time to start a thread that reviews the current board members, their tenure, and the expertise each brings to the table. There are now 9: These include CEO Michael Castagna (since 2017), James Shannon, MD, Board Chair, (director since 2015), Ronald Consiglio (Since 2003), Michael Friedman (Since 2003), Jennifer Grancio (Since 2020), Anthony Hooper (Since 2020), Christine Mundkur (Since 2018), and Sabrina Kay (Since 2020). Three women, and six men and it appears only one non-caucasian. Six board members (including MC) have been appointed since 2015. If you read their bios, you quickly see what they each bring to the board. I hope Sabrina Kay brings some shrewd new marketing perspectives to the group; but we'll never know. My hunch is that in the 21st Century, the "shelf life" of experience is shorter than it once was. Therefore, perhaps it's a good strategy to bring on board members with more recent relevant experience in the industry. Yet, there is always a need for wisdom, so maybe the balance of fresh perspectives and seasoned experience is just about right now. Let's hope so. GLTAL Chris-C quote, " timing and pursuing diverse business opportunities." "purchased Fremont College in 2007. " proprietary (for profit) "career" colleges, and once government regulations were imposed to protect consumers in 2015, she sold the College, so, she stands for something? |
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Post by awesomo on Jul 13, 2021 18:52:47 GMT -5
I listened to the podcast interview with Sabrina Kay. It gave me a greater understanding of the woman and her story. She has courage, instincts and luck when it comes to timing and pursuing diverse business opportunities. What she does not have is experience and insight into the healthcare or pharmaceutical industries. She seems to be a shrewd thinker, great networker and risk taker. She established (purchased) Fremont College in 2007. I'm not a big fan of proprietary (for profit) "career" colleges, and once government regulations were imposed to protect consumers in 2015, she sold the College, which has seen a significant decline in its enrollment since. Recent information on completion rates and employment of graduates do not appear to be stellar. I do not know how current statistics differ from those reported during Dr. Kay's tenure. She adds ethnic and gender diversity to the MNKD board and a different entrepreneurial perspective, but my intuition tells me she's not going to jeopardize her standing because she will want to leverage her MNKD board appointment to get appointed to another corporate board or two. Most of her board experience so far is on Civic and non-profit boards. As she said on the Mentor Podcast, her current "pursuit" is investing. I'll await the Form 4 that announces her purchase of MNKD shares with her own cash to ascertain her true level of belief in the company. Perhaps it's time to start a thread that reviews the current board members, their tenure, and the expertise each brings to the table. There are now 9: These include CEO Michael Castagna (since 2017), James Shannon, MD, Board Chair, (director since 2015), Ronald Consiglio (Since 2003), Michael Friedman (Since 2003), Jennifer Grancio (Since 2020), Anthony Hooper (Since 2020), Christine Mundkur (Since 2018), and Sabrina Kay (Since 2020). Three women, and six men and it appears only one non-caucasian. Six board members (including MC) have been appointed since 2015. If you read their bios, you quickly see what they each bring to the board. I hope Sabrina Kay brings some shrewd new marketing perspectives to the group; but we'll never know. My hunch is that in the 21st Century, the "shelf life" of experience is shorter than it once was. Therefore, perhaps it's a good strategy to bring on board members with more recent relevant experience in the industry. Yet, there is always a need for wisdom, so maybe the balance of fresh perspectives and seasoned experience is just about right now. Let's hope so. GLTAL Chris-C quote, " timing and pursuing diverse business opportunities." "purchased Fremont College in 2007. " proprietary (for profit) "career" colleges, and once government regulations were imposed to protect consumers in 2015, she sold the College, so, she stands for something? Exploiting students? |
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Post by Chris-C on Jul 13, 2021 22:58:53 GMT -5
quote, " timing and pursuing diverse business opportunities." "purchased Fremont College in 2007. " proprietary (for profit) "career" colleges, and once government regulations were imposed to protect consumers in 2015, she sold the College, so, she stands for something? Exploiting students? Indirectly, perhaps. My impression based on the overall resumé is that she is pretty good at exploiting opportunity. Other than diversity, and a different perspective, I'm not certain what value she will bring to the board. A key question is who nominated her? And why? |
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Post by awesomo on Jul 13, 2021 23:31:00 GMT -5
Indirectly, perhaps. My impression based on the overall resumé is that she is pretty good at exploiting opportunity. Other than diversity, and a different perspective, I'm not certain what value she will bring to the board. A key question is who nominated her? And why? Both Castagna and Kay went to Wharton, so that seems like as good of a connection as any. |
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Okay, I'll wait longer.
