Let's put it this way: If Matt is making a presentation to an investor one day, one of the minions may raise their hand and ask him how he explains this present

Let's put it this way: If Matt is making a presentation to an investor one day, one of the minions may raise their hand and ask him how he explains this presentation. Hopefully, Matt will turn their attention to the slide in his presentation that talks about net revenues and EBDIC, then say smoothly, "Of course I wasn't talking about you guys, you obviously invest in quality companies with actual business models." Such a conversation would probably go well.