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Must Read: Fact and Fiction in China
China is without question one of the biggest and most important markets for global investors to understand. Whether you’re a Bull or Bear on Chinese stocks, you need to understand how the Chinese economy will affect the companies in your portfolio, wherever those companies may be located.
Investors also need to be able to filter through [...]
Charles de Vaulx on International Investing
The Manual of Ideas has detailed notes from a presentation given by Charles de Vaulx of International Value Advisers LLC at the Value Investing Congress earlier this week in Pasadena.
Charles is bullish on Swiss food giant Nestle and Secom, a Japanese company that specializes in home security systems. He also likes gold, high-yield bonds, [...]
Mobius on Emerging Market Valuations
Templeton’s Mark Mobius on emerging market stocks in a recent Bloomberg interview:
“If you look at price-to-book value, you see that it’s below the average that we’ve seen for a number of years,” Mobius said. “We are not buying stocks that have a price- earnings ratio of over 10, by and large, with some exceptions, and [...]
LTCM Explained
There may be nothing in the history of the hedge fund industry that is as poorly understood as the demise of Long Term Capital Management. In this amazing video from MIT TechTV you can hear the whole story from ex-LTCM partner Eric Rosenfeld.
Share and Enjoy:
Working Man’s Buffett
One of the greatest value investors of our time held forth the other day for a small group of listeners. There were no CNBC cameras, no arenas packed with faithful followers, and no talking lizards.
Just a conference call. Four people asked questions and it was over in less than an hour. It wasn’t mentioned anywhere [...]
