Some links
“Kojak” Mark Mobius on Emerging Marktes and FPA’s Steven Romick likes Russia
Frenzel and Herzing with a nice write up on Banque Priveé Rothschild
Prosperity capital, a Russian focused und has an interesting “Russian company of the month” website
Damodaran tries to value Yahoo
The Wertart Blog likes Austrian Lenzing
VERY interesting paper on Momentum from Cliff Assness (AQR)
And instead of writing a summary of Berkies annual meeting, just read this post from Jeff Mathews. The only point to disagree: The movie was really crap.
They day on which George Soros broke the Pound 22 years ago.
value and opportunity 