SF,
On the same seam, it is worth noting that Bizzell is a director of both AOE and BOW, and while he probably rates AOE highly he reduced his AOE holdings substantially in both the 08 and 09 FYs - refer the AOE annual report.
In contrast the BOW 09 AR shows him doubling his position to 4mm in FY09 alone.
I'd see Bizzell as about as smart a money as I am aware of.
EL
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