The impression from his anecdotes is that they are almost all shortsighted and random with the exception of a couple friends and Soros, but it is not clear to me that this is accurate.
-C1ue

I suspect it is not accurate. I think many of them succeed over long times, and in many scenarios, and that is because they are very astute thinkers. Some of them may see a rare opportunity, exploit it, and then not be active later on.