RE:GSI's competitors Hadn't seen it previously, but I admire the thoughtful analysis. He lays it out carefully in a very convincing argument. Not hyped. Would rate him as a prudent, careful investor.
Would guess his first language to be German. I say this partly because I detect a German English accent but in the main because of the thoroughness of the analysis..
If you own GSI shares listen carefully to his presentation. It will make you feel better having a piece of this company and you will be apprised of all the reasons why you own this stock; believe me, there are many and he seems to list them all.
Thanks for that post CIAO.