Hi folks, it has been a few months. I was busy with the CFA Level 3 exam. Hope I pass. As you see from the previous post, I am in full Mark Leonard groupie mode right now. Still though, one must beware of hero worship. Anyway, I gave a short presentation at an investment firm today which was really cool. Most of it was confidential but this is the part I can upload. Check it out, comments appreciated. Find link below.