Ya, Vinpat has a nice summary of the NMUS long's thesis.
I would add that in addition to not having scammers involved, they have some very quality people with a track record of success.
Now that they fired that simpleton Hollister a few years ago LOL!
To me, the people involved REALLY matter whether you are long or short.
edit: Just wanted to add sceptics are a good thing and I would never bash them. Vinpat's questions on IMLFF made me dig deeper and do some thinking, even though I really loved the story.