> Any company willing to tell it's investors "screw you", because they are looking long-term instead of focusing only on quarterly gains, that's a company I'm willing to invest in.
They didn't have to tell investors "screw you". Their multiple is ridiculously high. Investors believe the story. This story is about some initial doubt that the long term investments pay off. Forgoing short term gain for long term benefit is a pretty typical thing (it's called CapEx), and investors get worried in times like the last 5 years when companies forgo CapEx in favor of share repurchasing and dividend increases, unless there truly is nothing better for the company to do with their cash.
Your caricature of "investors" shows a pretty naive view of what analysts and investors do. Of course they are not perfect, but outside of day traders, the kind of long term view that you imply can only be done if companies ignore investors, is very much what money managers, fund managers, analysts, and others look for. All you have left is mom and pop individual investors, who make up such a tiny percentage of the share count that companies don't care about their opinions (nor should they).