Yes his ideas are quite sound (they are not exactly his) but his execution leaves a little bit to be desired. I don't like hom taking the Buffettesque high ground after floating an LIC with a locked in management contract. Nor do I like his constant lecturing despite his mediocre results. If you had invested $1 in CAM in the float how much would you have now?
p.s Not sure what your p.s means.
clime investment, page-5
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