Check out this article share on Beyond Proxy and the commentary from John: "The following is my full interview with Glenn Surowiec from April 2012. I have to admit I found Glenn’s investment thesis on both Overstock and Bank of America compelling but somehow failed to act. Maybe I suffered from the same shortsightedness that keeps many investors from seizing an investment opportunity. If I recall correctly, I passed on Overstock because I thought they would have a tough time