Subject: Re: OT: Mungofitch - Any observations on DG results_QM
To be fair to Dealraker: Not only DG, but also Bread and something else I forgot worked out catastrophically for whoever followed Jim into them. DLTR is the big exception, which was spot on, from the direction and the timing.

While I learned my lesson and think Jim is not the most gifted single stock picker, I nevertheless would trust him with managing a good part of my money as I think his real talent is in developing successful MI strategies - - - and beyond that I am very grateful for his infinite willingness to share and advice.