[vessenes]

I like how he's started preliminarily saying "Now listen, I don't make any trades on this fine thinking. And that's okay by me." So far below the standards of public markets due diligence. Sadly credulous readers will follow his advice. Which could turn out to be accurate in the public markets -- who knows? But if it's accurate it will be an accident, because the quality of analysis is so poor we should not call it analysis.

[tempfile]

Not sure what you're getting at here. Would you be happier if he was trading on the arguments he's making, introducing an incentive to lie?

[vessenes]

Yes, vastly. It’s not hard to do it ethically: “I’m short. Here’s why.”