Yes. This analysis was amateurish and naive, given the guy's credentials. A 1st year undergrad in business and finance could do a better job with half an hour to spare.
This was never meant to be public and was sent as a reply to a personal email, not like the guy is trying to win a Nobel prize in economics with this analysis.
It's notable that Evan sent it to Lynton. Perhaps the board was leaning on Evan about something and forwarding this piece was a quick way for Evan to quiet them. I'd have a hard time imaging Evan wasn't any less critical of Noto's rigor than the readers here ...
This wasn't some formal document from the office of the CFO. It was a quick, brief analysis between individuals that normally would have never been made public. And we don't know the circumstances that day. He could have been writing this in a car on the way to the airport or a million other scenarios.
It's hilarious people commenting on spelling, grammar and the light detail as though every email they've ever sent is Shakespearan in its quality.
Sure, I'm speculating, but I think we both agree the email is pretty low quality. I guess it's also possible Evan sent this to Lynton so they could both gag at it ... :)
