I never really dispute what LJ writes as far as the facts. I said last year that his/her's DD is some of the best I have seen on Ihub. He/she has a mind that can decipher filings that quite frankly myself or most anyone cannot decipher.
The issue that I have always had is he/she changes their position too much. Pick a lane and stay in it. That is all I ask. But analogizing the numbers?