Very little substance? I dunno... what would you have liked to learn? What questions are left unanswered? Maybe I just don't know all that much about Marc Anderson but I thought it was interesting insight into the person.
How about something that reflects the title? My insight into Marc is that he is very much a history buff and relates all investments and conversations to a historical perspective. His rant on Carl Icahn was structured Icahn 1990 vs Icahn 2010, for example.
Plus, I want greater analysis on his psychology. I am able to gather his analysis on investments that first he draws the big ideal picture of the future and then backs anyone going towards that future.
