Myles, I respect you for what I have learnt from your posts here in the last 2 years, and for the care and effort visible in your contributions to-date, but I think integrity matters. It should matter. Here is a little something from Warren on the matter of executive integrity (http://www.berkshirehathaway.com/letters/2018ltr.pdf )
Over the years, Charlie and I have seen all sorts of bad corporate behavior, both accounting and operational, induced by the desire of management to meet Wall Street expectations. What starts as an “innocent” fudge in order to not disappoint “the Street” – say, trade-loading at quarter-end, turning a blind eye to rising insurance losses, or drawing down a “cookie-jar” reserve – can become the first step toward full-fledged fraud. Playing with the numbers “just this once” may well be the CEO’s intent; it’s seldom the end result. And if it’s okay for the boss to cheat a little, it’s easy for subordinates to rationalize similar behavior...