Dabbled my toe with James and have put most of my holding in since Bob joined as this thing derisks.
If you read enough they are all similar and are written all over the world but you carry on thinking that.
And what scoreboard is this, holders are the ones investing, if this doesn't pan out then Iose a bit of cash. Shorters might pick it up but that doesn't bother me. I've a few more specs amongst a diversified portfolio. If you think you win then thats good for you, what do you walk away with. If this does play out as expected I will walk away with a heap of cash.
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