Yes completely agree.I'd much rather an honest appraisal - even...

Yes completely agree.

I'd much rather an honest appraisal - even articulating how they are addressing the industry dynamics.

This tech bros nonsense of only spruiking the positives is tiring. Surely those days are over.

I just don't see the point of only addressing one side of the balance sheet. Nor ignoring the fact that the favourable comps owe entirely to an acquisition (again balance sheet and capital employed ignored) as opposed to giving a like-for-like comp if they want to get in the comps game.