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”

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