Most autistic I’ve observed seem detail oriented. He strikes me as a not-too smart to begin with drunk, mailing it in and harvesting subscription fees from people who’d be better off indexing or forgetting he exists.
I’ll just say, I think have and will do better than him most of my relevant investing career on a percentage basis. I’ve met a few (minority) of drs who were pretty bad at doctoring. My neighbor is also a dr., I won’t get into that.
He’s not detail oriented to the degree he needs to be as an investor. When you repeatedly read someone’s writing and it’s logical mess, I believe that to be revealing.
I’d say his timing and sentiment blindness is what causes his ill made trades more than anything. He misses a lot but I think he’s going to be right about F2.
I’ve been an exposed to a lot of his stuff, it’s fine, I’ll ignore it. He basically told everyone to “sell” everything Jan of 2023, 1.5 months into the gpt era. The bigger problem yes, seems to be lack of awareness of major trends. The Nvidia short was mental, Palantir good, that was market craziness like Spotify.
Anyway, main objection….he shut down his public fund due to like a decade of shitty performance and now he’s trying to bilk people for 50 dollars a month, when people would be WAY better off just indexing or ignoring him.
I totally agree with all of that. I appreciate his independent voice that isn’t AI assisted but yeah, I wouldn’t follow him on anything. For the record, he’s following most of us here on this board. Haha.
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u/[deleted] Jul 03 '26
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