Remember how our dear Alpha, keeps telling how he took money and...

Remember how our dear Alpha, keeps telling how he took money and invested in other companies that gave him multiple returns, he has invested in PBH for sure but i'm not that confident in his returns. It has been hammered for few months now. Inflation hits all stocks especially growth stocks that requires constant capital reinvestment. PBH and ZIP are both capital intensive and based on his logic, i wouldn't have thought he would employ his money in PBH when he is lecturing us about inflation risk. ZIP and PBH both spend money to get customers and market shares. He talked about ZIP slowing growth in US and he is very vocal about that however he see good numbers in PBH even though they are losing market shares in US and their customers acquisitions cost is increasing. Its the inconsistency of his analysis that bothers me.