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The Importance of a Linear Progression Model
The opportunity I think is in stuff that's really hard to model where there's a lot of quarterly volatility or year to year volatility, cyclical businesses. These things get modeled poorly, but particularly they get modeled poorly when there's corporate actions going on. There is no model. You know, the spin off will give you a pro forma, but there's so many moving pieces and even the pro formas don't usually work as added costs and savings. The range of outcomes is so wide. But these are the sort of situations that create opportunity. That's why we created a service to track this stuff.