I found this article in money mag last month from Michael Wayne (assume it's been posted already)
https://www.moneymag.com.au/alcidion-shares-asx
i think it's just sometimes the nature of the interview format , it's quick and dirty high level snapshot in a minute or so which can't do the story justice
he does find interesting companies Imo. Which i won't mention other as I am holding some of them don't want to be seen as cross promoting
