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.

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.