The way i would think about it is, your return is the expectations of point a and the expectations at point b. What happens in terms of financial performance between a and b can inform b. But really what you want to do is put yourself into the mind's head is, what will the world believe and why, at some point in the future? So it's really revisions and expectationsin te sense is a trivial statement, but in other ways, it's actually very profound, right? Like words are found to think.

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