Thats just it, to say that you cant be negative on some aspects of a company which you hold is delusional.
You can see often in JBs companies its the people who have been blindly positive who end up getting pantsed the hardest.
Looking at both the positives and negatives may stop you from following good money after bad or trying to catch the falling knife and 'topping up' which so many here do.
To look at an investment you own objectively and put things out to your peers as an opportunity to discuss is the primary benefit of hotcopper... if we wanted a vacuum of positivity we would just go to twitter and block all the people we don't agree with and sit there blowing smoke with management.
Lastly, what makes you say he isnt in GLV anymore? I have yet to see an announcement regarding that.
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