He rarely bothers to understand a company to any great length, but he is goos at what he does.
I'm more a viewer than a caller.
I guess you guys seen this http://www.thebull.com.au/articles/a/23867-18-share-tips---31-october-2011.html
You may also be surprised that someone shorted AVB, good luck with that!
http://www.asx.net.au/data/shortsell.txt