Generally, I prefer our research to appear irrelevant. The further it is from being a direct debate about the merits of a company as an investment the happier I tend to be. Obliquity is superior to confrontation. Walking is preferable to staring at a computer screen. Much of the most valuable research is deeply indirect in its investment implications and surprising in its eventual impact. Most commentators, brokers, intermediaries and consultants are deeply offended by such musings. That’s their problem.
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