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I agree that often hedgies are looking at short terms profits, don't blame them, they are looking out for their LP's and their constant need (much like analysts short term EPS orientation) for short term returns. But often these ideas are and do point out issues with the underlying companies that can, should and have been corrected. In this case the article absolutely gets it right...Buffet needs to be more of an agitator that he has been...maybe the world will learn more!