Tuesday, July 26, 2011

Hollysys - a blog post inspired by the railway crash

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Disclosure for people who do not get my sense of humor: We are short Hollysys.  If you get to the end of the post and do not understand w...
30 comments:
Monday, July 25, 2011

Competition and managing money

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I had a long chat the other day with a long-only global fund manager. He observed (correctly I think) that conditions for private-equity tak...
23 comments:
Thursday, July 21, 2011

Today a single link about China (and Apple)

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This post is a gem: http://birdabroad.wordpress.com/2011/07/20/are-you-listening-steve-jobs/ John PS. I have had extensive comments ...
15 comments:
Wednesday, July 20, 2011

When you talk to a journalist off the record how safe are you?

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There is a long history of ethical journalists going to extreme lengths to protect their sources. Many a good journalist has suffered prison...
39 comments:
Tuesday, July 19, 2011

Why Meridith Whitney's concerns do not matter

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Meridith Whitney has made a fuss of late pointing out the (more or less obvious) insolvency of many State and local governments. She seems...
14 comments:
Tuesday, July 12, 2011

China frauds: In (partial) defense of the auditors

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The most common question I get asked about Chinese frauds by journalists (and even more by class action lawyers) is where were the auditors?...
25 comments:
Tuesday, June 28, 2011

Helping Charles Li find the weeds in his Hong Kong garden

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Charles Li, the CEO of the Hong Kong stock exchange, has been on CNBC and again at home telling the world that the scandals happening with C...
35 comments:
Sunday, June 26, 2011

The Paulson Sino Forest loss

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Much has been made of the John Paulson's Sino Forest loss. Many snide remarks have been made parsing John Paulson's letter. I am m...
32 comments: