tracer
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Did anyone read the book he recommended? If so, any interesting takeaways?
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Russia? Anybody with experience investing in that market?
tracer replied to MrB's topic in General Discussion
http://www.finalternatives.com/node/23784 -
I wasn't able to figure out Eric Khrom's other positions, but I did locate a bunch of Khrom Capital's older letters, which hint at some of them: http://www.scribd.com/doc/148404844/Eric-Khrom-of-Khrom-Capital-2013-Q1-Letter http://www.scribd.com/doc/148405401/Eric-Khrom-of-Khrom-Capital-2012-Q4-Letter http://www.scribd.com/doc/148405390/Eric-Khrom-of-Khrom-Capital-2012-Q3-Letter http://www.scribd.com/doc/148405500/Eric-Khrom-of-Khrom-Capital-2012-Q1-Letter