I talked several times to him and he is VERY involved. And he tells us exactly the same as lebby .
I lent this quote from a top investor. It is exactly how I invest and what is making me a lot of money. I don't try to play the timing game and ONLY focus on the endgame when it comes to investing (not only is it far easier to do from a "making predictions" standpoint, but it also does not bring with it the sorts of frustrations that some are referencing here:-)