I'm interested for your thoughts on the excellent points.
Exaggerating for conciseness: I put in a good 20 minutes. Got left with a dizzied feeling of a gish gallop or perhaps motte and bailey, repeated.
The only helpful part was the end, where they clearly implicate one person and identify the problem as pushing for growth in 2014, failing to recognize it had failed and pivot after realizing shrinking was actually the trend line. None of this required any of the rest.
The rest seemed to fall into:
1. Leadership should have looked at $SMALL_SET_OF_COMPARABLE_INSTANCES projections to identify their projections must be wrong.
2. $SMALL_SET_OF_COMPARABLE_INSTANCES had a smaller shortfall[2].
3. Confusing long segments recounting slight differences in statements made multiple months apart. [3]
[2] Ended up closing it once it felt like #2 had several repetitions in a row, it doesn't matter if there's a smaller shortfall somewhere else, shortfalls add up to a shortfall.
[3] for example, lengthy recountings of Official $X said 2025 is where the real trouble is, but they also said next 5 years are important, and birth data shows 2006 was the start of a new era of lows, and 2006 + 18 = 2024.