I don't think we give enough credit to the differences between production and delivery. It's a thankless job and often an imperfect science, but @bonaire is really the only one here making an effort to work on understanding it.
I use data. They use emotion. A lot of data.
My spreadsheet now is 8.2MB as a file. over 25,000 line items for MS and MX including good projection of inventory layout. Why didn't I use a database and loading program? next time. TMC member Hank L. Wright probably has similar amounts of data for ev-cpo.com but doesn't make any predictions here for sales numbers.
I figure the mutual funds are also doing at least this amount of research before investing Billions of their customers money. But if they are only going off of company press releases and tweets - shame on them.