portfolio14

Hi, I don't think I can help here. I haven't read anything in these areas. Australia is a young country founded less than 200 years ago. It doesn't have much history or heritage.

Lets invert. :-) I'm currently reading Chang's "Bad Samaritans" which argues why free trade is bad (for developing countries). I'm only 20% into it. So far, I think the problems of free trade he points out are correct and but he jumps to wrong conclusions. Still reading. I shall see. Chang is a professor (a Reader in UK) at Cambridge. He used to work for World Bank. I'm looking forward to his "Economics: The User's Guide".

Hi everyone, I'm new here. I can see a couple of familiar "faces". :) @PlanMaestro: I'm always in awe of your analytic skills on companies/assets heavy in financial engineering. I agree with Nate that those are PhD level materials. I never get comfortable to invest in GKK or Tarp warrants. I don't know when my circle of competence will expand enough to cover this area... @Nate/OddballStocks: How about a really really old idea: MSFT? 8) The more I look at it and compare it to other ideas, the more I think it's great value in plain sight. At the moment, my 2 best ideas are RIMM and MSFT. Btw, I did some more scuttlebutt on RIMM. I like what I found. RIMM's moats in corporates is stronger than I thought. @Uccmal: Calculated risk taking? You mean this? ::) http://www.heraldsun.com.au/news/breaking-news/skydiver-lands-without-parachute/story-e6frf7jx-1226365466244