to be clear:

Yes, FJ felt in love with his investment. And he defends his investment BUT with a unique amount of first class DD - which - by the way -he shares with us. 

I felt in love too with POET  -I continue to buy whenever my disastrous portfolio allows it (last buy was today by the way,but still a -70% loss on my account) )  , but never ever I am able to do such a DD . 

Thanks John , you make 60% of the quality of this board. Without him , ITTR (who is sometimes bipolar, ok , accept him :-))  and a handful of other hard core DD- investors here,  I never ever would be a daily reader of agoracom.