Maybe111,
Interesting perspective on Morningstar.
May I ask you one simple question given that you seem to be a sophisticated investor? How does an analyst of any value determine if my, or any CEO’s, enthusiasm is overdone (or underdone for that matter) if they never speak to the CEO? Based on the adjective count in a Press Release?...and on that note, might a CEO who is heavily invested in a company, with a finance background, wax enthusiastic (which I do not think I do by the way) not warrant further due diligence? Just asking? Of course, an adjective based algorithm works well too…. I guess…for some…
Thanks for the post.
Most revealing.
Sincerely
Peter