Lots of fluff in the article. The only real explanatory investment comments I saw were about him timing his exit of both the tech bubble and the housing/credit

Lots of fluff in the article. The only real explanatory investment comments I saw were about him timing his exit of both the tech bubble and the housing/credit bubble right near the peak, riding both to the top and then betting against both to the bottom. If you know an investor who successfully did both of those things without making any huge mistakes along the way, you know an investor who's averaged gaudy returns. What it doesn't tell us is how he "knew" those bubbles were about to burst. How much of a role did luck have?