The "real" Davis Foulger has been characterized as a quantum phenomenon whose waveform only collapses into reality at moments when RAS rises a bit off a new all-time low. Then the Davis probability wave winks out of existence, sometimes for months at a time, when RAS resumes its primary downtrend.
When did Davis ever provide an "excellent analysis" of anything? He's only ever had buy recommendations since his first purchase at pre-RS $87.00. He was pumping the bejeesus out of RAS in the summer of 2008, just before it crash-dived. He told people to buy Lehman Brothers and several spavined companies in the Cohen Family, all of which were bankrupt and defunct withing a week. Then he disappeared for 9 months. Only late in 2009, when he was reasonably sure that RAS had come off it's March 2009 all-time-low, did he return. He claimed then to have sold out his entire position in October 2008 (the time when he was vociferously pumping) and to have bought it all back at the exact lows of 2009.
Today, on an RS-adjusted basis, RAS trades AT its March 2009 lows. The rest of the market has tripled from those lows during the past 7+ years.
There's no denying that some people did like Davis. "Yankeeboy," a hard-boiled New York City investor with decades of stock market experience, said he once met Davis in person in NYC and enjoyed talking to him. So, no doubt that Davis was a nice fellow. But, ALF (another nice poster) characterized him accurately as "The biggest liar on the internet."