Delusional isn't the right word for CM. Eccentric maybe.
I've known him for about 5 years and we share market insights by phone and email.
You are right he is passionate about his positions, and tends to go "all in" when he is very confident about something.
He was "all in" on RDN this year at $2 and GNW at $4. In the past I remember him going "all in" on FITB at $1 during the crash in 2009 and "all in" on UAUA (now UA) at $3. All these are 10 baggers. In fairness he's also been wrong a few times that I can document, like BBY and SD.
All of these are documented by his message board posts and thats where I "met" him. Hope he doesn't get mad at me coming to his defense as I know he doesn't post here much due to all the bashing.
Gotta give him credit though, he posts under his real name, unlike 99% of people here (myself included) and his opinions are genuine (albeit off the wall sometimes). Overall I've done quite well following his "strong picks", he seems to have a knack at finding the bottom of beaten down stocks.