do you think that ousia knows more than orbis?, page-8

LOL - these boards have become a cult of Orbis recently.

I'm sure their directors would be over the moon if they knew how much confidence people here had in their abilitites.

However, i dont.

There are good fund managers, and crap ones. Ones with sloppy DD, and those who are more rigorous. Just because they have a company name and a logo doesnt guarantee that they are good. Or even that they are halfway decent. Their averaging-down of late has been interesting to say the least.

They own so much of the company now that selling would drive the price down to single digits and make them look like turkeys. Perhaps theyve just got their fingers crossed now, like so many holders?