Subject: Re: VeryOT: About Capitulation & Hypocrisy & B
Probably not a deep value investor, rather a growth at a reasonable price (GARP) kind of strategy before 2018.

That said, he must have changed his style several times, if his historical results are to be believed.

Someone should ask him how he (supposedly) made 46.9% in 2001, 19.7% in 2002, and 124.5% in 2003, after the dot-com bubble burst. That was a tough environment for growth, what worked at that time was pharma, high dividend and deep value.

It is strange that he never mentions succesful stocks from the past, it's as if there are no lessons from the dozens or hundreds of investments he must have made in 30+ years.

I read his knowledge base. It was written before he was hypergrowth. He talked a lot about 1 year peg ratios. That sounds like garp. Someone said he produced his brokerage statements going back to 1993. Jim Simons does 66% a year, so there are a very few who are exceptional. Certainly not me.