David Rosenthal: uncertainty

Transcript context

…Right, we're not going to grade them the way that we used to grade. Right, that doesn't make sense. That was always hokey anyway. We've done bear case and bull case. Again, are we going to do that better than an equity research analyst? I don't know. Importantly, bear case bull case has to take into account what people's current expectations, so you have to dissect the stock price.…

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