Weekly Links
Ruechzugsgut has 2 good posts about Megacycles and the Ennismore value fund
Wexboy on Alternative Asset Managers
Oddball analyses French stock HF Company
China: Chovanec with two scary posts about the detoriating situation in China: Real estate and Guarantee companies. Fortunatly, German investors still like Chinese IPOs.
The fine wine bubble seems to pop any minute
David Einhorn with a new idea: “Go Ups”
value and opportunity 
Thank you for the interesting links.
The Chinese IPOs in Germany have alway led to losses for investors:
http://www.faz.net/aktuell/finanzen/aktien/boerse-in-frankfurt-chinesische-boersengaenge-enttaeuschen-auf-ganzer-linie-11752638.html
This article is in German. Although I have to admit the valuation of chinese companies like kinghero or joyou is very low (pe<6). In fact there seems to be some mistrust towards accounting solidity in China.
Martin,
thanks for the link.Looks like even german’s are tiring now. bank M seems to be the big “Cheer leader” fr those IPOs. More “established” banks seem to avoid them.
MMI
I just wanted to say thank you for your weekly links. Theres something interesting every time and I really like it!
Your welcome ! It is also a good exercise to me to look at what was really interesting in the past week.
MMI