In addition, if you follow him on InvestingNote, you will realise that he is a very good investor as well. Almost all his counters have made significant gains this year.
In my view, he is more like a fundamental "story" investor. He invest when he believes in a certain "story" of a counter and he will ignore all noises until the "story" plays out. Once the "story" plays out, significant gains will be made.
My perception of him maybe wrong at the end of the day, but that's most probably because I am always so tempted to invest along with him ......
