Nice summary and assessment, MarkAss...
I posted here this weekend that I didn't expect anything to be said to be market-moving, and I don't think Rob shared anything new that was material in the short-run. Like a few others have said, he went a long way towards giving investors confidence in the story, and he gave enough top-level information to help us understand the company's approach. I already had a sense of where I think the stock price is headed and why, and my assessment won't change because of the presentation.
For those who missed it, there will be a replay posted tomorrow.