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It appears that he doesn’t think these results provide anything that can be used to resolve the disagreements among the analysts.
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From: CEO, Backwater Investments |
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To: Head First |
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Subject: Your “subjective probabilities” |
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I’m kind of puzzled by this analysis. What we’ve asked you to do is resolve the disagreements among our analysts, and this just seems like a fancy way of listing the disagreements. |
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We know what they are. That’s not why we brought you on board. What we need you to do is resolve them or at least deal with them in a way that will let us get a better idea of how to structure our investment portfolio in spite of them. |