and thats exactly my problem with guys like mr demerjian, fuad etc. They always where shown non public information by "some guy" (insider, someone who knows an insider etc.) and most of the time it turns out to be hot air.
Your work on the other hand is based on facts and its cool to see someone invests so much time in scraping together little pieces and tries to make a picture out of it.
Your gathered information coincidently fits with one of his articles, maybe he had reriable source for once. I wouldn't rely on his articles to verify your theory.
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