You probably should not invest in this company. Not for a reason like flawed logic (if anything, Sham makes many strong points and I like his overall style) but because a great investment idea isn't shared on a public forum like a blog.
If it were a great idea, Sham would be buying up shares and shares of the company, rather than sharing the idea. Even the great Buffett doesn't disclose the companies he's actively investing in... he only discloses after a certain period because it's required by the SEC. But Buffett gets a delay on required disclosure when he's still buying shares of companies... so what this all tells me is that even if Sham is being nice and sharing a good idea, it's definitely not a great idea. And that means you probably shouldn't invest in Ternium Steel.
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