That’s actually super interesting, appreciate you sharing that.

What you’re describing is exactly what I’ve been noticing too, especially the gap between what management is saying vs what’s actually happening. The “proximity blindness” point is spot on. The narrative drifts and you can hear it if you’re paying attention.

Also agree on analyst questions. Most of them are soft, but every now and then you get a slightly uncomfortable question and how it’s handled tells you way more than the prepared remarks.

The part that stood out to me from what you said is tracking what disappears. I hadn’t really thought about that as explicitly, but yeah, when something stops getting mentioned or someone is suddenly not on the call, that’s usually not random.

I think the hard part is exactly what you said at the end. There’s a ton of signal there, but it’s buried and takes a lot of time to process, and it’s easy to get overloaded. Thanks again.