I had that same feeling about him being the mole way back in the day.  Their team is pretty strong at what they do.  They are good at creating rapport with the board and getting folks to trust them.  I do feel they always turned too early.  I have gone back through each bashers posting history and attempted to identify where things turned.  It is amazing how much of an understanding I gained. 

Time to go count my piggy bank and see if I can afford a few more buys before the news hits!