Share this postEarnings follow up robs.substack.comCopy linkFacebookEmailNoteOtherEarnings follow up Commentary Rob's Educated GuessesJul 27, 2022∙ Paid1Share this postEarnings follow up robs.substack.comCopy linkFacebookEmailNoteOtherShareWe missed in our last post the comments by sellside we thought give some context :This post is for paid subscribersSubscribeAlready a paid subscriber? Sign in