Some links
Jim Chanos on Charlie Rose with an update on his China bear case
Great story about the 32 year old CEO of Burger King
Detailed presentation on the (not so bad) future of television
Red Corner has two posts about in interesting China/Macau stock called Future Bright Holdings (part 2)
David Einhorn’s Q2 commentary with some colour on his short positions
Damodaran on why the Fed should not be your preferred investment advisor
Good 15 minute feature on Ben Graham, the “father of value investing”
Burger King CEO:
Hört sich schwer nach einer neuen Marketing-Schiene von Burger King an. Vor allem vermute ich, dass “man” sich sehr gut kennt. Es wird versucht Burger King ein neues , hippes Image aufzusetzten.
“He had no experience in fast food before going to Burger King; he spent almost a decade on Wall Street after college..”
Die gleiche Strategie haben sie ehr erfolgreich bei Ambev/Budweiser angewendet