Vince: Applauding your efforts to offer a well balanced / reasonably unbiased view on the situation from both bull/bear perspective, especially given you are long here.

After my tweet (quoted in this article), I added the following to offer some extra color.

"To be clear, I'm not saying $schw is a short, and am aware many smart investors (whom I respect) are long here. I just think CEO shall hold a high honesty bar, and be upfront with its issues."

Yea, you are one of the 'smart investors' I referred there :-)

Cheers and best luck,


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