When American Express was indirectly involved in fraud (salad oil IIRC), the stock tanked, because analysts sensibly realized that this public litigation would shake consumer confidence in them - arguably, trust is the very thing that a credit card company sells. But Warren Buffett went down to the supermarket to observe what consumers were actually doing - and saw that they were using them as normal. So he put in most (IIRC) of his wealth into it and more than doubled it (IIRC).

This satellite imagery analysis is doing quantitatively what he did qualitatively.