I had the good fortune to work with James many years ago at NatWest Markets before he went to SocGen and became an investment legend.  I have always read his thought-provoking research pieces and admired his willingness to be different.  He even claims to have never worn a suit a GMO!  But his analysis is always based on deep research so, although some of his thinking is unconventional, it is also both disciplined and rigorous.