If you are invested in a company, you have to trust management on certain aspects. You may always doubt their forecast, as it is something in the future and mgmt can be overoptimistic.
But if the management is claiming something about the past and you don’t believe them, then I dont think you should be invested there.
The only issue I see in here is that the mgmt is overoptimistic about their forecast at times and not accounting for challenges that may come. Execution wise, they have been good till now. Not very good as they had expected and forecasted, but still good enough.
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