I had taken time to watch the thing right when it was newly out there and I can tell the blog that, IMHO, criticisms of it were overdone. I came away better informed and having a more robust understanding. In fact, my reaction was not at all negative. So, when I read all the criticisms of it (unprofessional, poorly attended, and so on), I chalked them up to being propoganda on the frontlines of the war between pro-company and anti-company forces. Not surprising in the least.
So, for you to say you watched it again and came away better convinced that it was a sound risk to take does not surprise me at all.
Imperial Whazoo
"Just my opinions, folks. Do your own due diligence & make your own decisions. DO NOT... I repeat... DO NOT make any investment decisions on my comments. They are my opinions. That's all they are... OPINIONS."