I think that's nonsense. Cassel provides valuable insight.
All the DD in the world couldn't have predicted the Lord's untimely death and the nonsense that would ensue after wards. That simply took everyone for a loop.
This was actually my very first investment, I had the extremely bad timing of dropping another big chunk of change in it (for me) a couple of days before the halt, and I lost a good chunk of change on it... I think the lesson I've learned is: when management stops communicating, bail quickly!