I am gonna chime in with a couple points.
1. Taylor is a full time proffesor who gives lectures on a regular basis. However as we discussed many months back, his students basically said he is not a good teacher. I am sure they are talking about how monotone and difficult to undsrstand he can be. So we should have expected him to not be polished.
2. He should have been prepped a bit better for this speach. Out PR firm should have insisited on it. However all in all it wasnt bad.
3. I think some of my problem which im sure is shared by others was that because we have spent years digging into this company and have read everything there is, there was no surprises. Just re-affirmations. Which is fine but left me wanting more.
So all in all, decent job. Not great but not bad. I am sure there is more to come that will blow us away. Time to buy more.
Bcd
