"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."

Two things I think worth adding. Jim has previously mentioned Alimentation Couche-Tard Inc. (ATD.TO) which I think has continued to do well since. Secondly, when Charlie was buying Alibaba stock many of the contributors on the previous board appeared to join in. Jim, from what I remember was one of the few urging caution over buying Alibaba at the time particularly because of the political risks.