Great book review of “Investing in Japan” from Nate at Oddball
Interesting paper why a “long low beta, short high beta” portfolio outperforms
Interesting Q&A session with David Einhorn
Groupon: Less than 6 months after the IPO, Groupon has to restate earnings and the auditor has identified “material weaknesses”. Short candidate.
Sino forrest is finally bankrupt but sues Muddy Waters for 4 bn USD….
Edit: Although it is not a listed stock, this article about Goretex contains a lot about how to create and defend “moats”…