sounds good. to be clear, i don't think his piss is actually having an impact and hurting anyone's feelings. more like he's pissing in the same spot where he's planning to sit and eat lunch.
Hopefully, Matt will turn their attention to the slide in his presentation that talks about net revenues and EBDIC, then say smoothly, "Of course I wasn't talking about you guys, you obviously invest in quality companies with actual business models."
Such a conversation would probably go well.