Assert and declare in writing.

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Analysts must assert their viewpoints instead of merely reporting statements from companies. Their role is to critically analyze and interpret the information between what companies present and reality, rather than serve as mere record-keepers of corporate communications. Effective analysis requires a confident stance that communicates what lies beneath surface-level presentations, reflecting true insights. While it’s acceptable to hedge sometimes and acknowledge the potential for error, the goal is to provide substantial analysis that goes beyond stock rhetoric. In doing so, analysts enhance the value of their writing by offering readers engaging and thought-provoking content.

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SPEAKER LINKS:

Website & Newsletter: https://stratechery.com/

Twitter: https://twitter.com/benthompson

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PODCAST LINKS:

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