Shareholder Betrayl of Judas proportions, page-36

because he has a great deal of experience has run the numbers and sounds like he's making sense. He's also got over 6000 TU's and 637 people following him (more than 20 times more than me). He may be wrong but I wouldn't like the odds of betting against him. Especially on this.

In terms of your three paramaters. I humbly suggest it's risk/ return we're taking about here. He's specifically saying the likely ROI doesn't justify the risk (is relatively obviously sub- optimal on the efficient frontier for risk return either stand alone or part of a portfolio).