
You mean this guy?
Apparently, he's CFA #600something of billions & billions now worldwide (all taught the same graham & dodd stuff that works every 7-10 yrs at cycle lows). Same nonsense force-fed into every b-school student's head.
Anyway, it seems he was a pure fundy guy who was shocked & bemused when asset prices deviated from CAPM the horror !!, converted to the dark side - turned pure technician spending his career thereafter seeking tops & bottoms.