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Summary * We are introducing a new framework to compliment our technology focused research which is intended to provide better risk-reward around Convequity's stock recommendations. * The MSU (Market, Street, and Us) framework aims to illuminate where our views on a stock differ to the market and the street and to better understand the risk-reward. * We will be applying MSU on a number of stocks over the next few weeks. Here we share some thoughts regarding its application. Preface At Con