bobozou

I'd like to (subjectively) think 'no, each progress downturn would not be worse than the last, and require ever-larger bailout mechanisms, ad nauseum'

I dont remember them singling out HK with the other three... I have not confirmed, but my guess is HK is still availabe (since in my mind, HK and China are different bourses)

I am NOT a canadian resident (American), but I may have some bad news anyways... I recently (yesterday) received a notice that U.S. Fidelity NO LONGER permits the purchase of stocks in S-Korea/China/Brazil. This is effective 1/1/2017. I'm pretty disappointed myself, as I joined Fidelity in order to get access to S-Korea. If others have received this notification, and have good alternatives to Fidelity, I'd also be very appreciative if they chimed in.

Good question... this thread seems to agree that Mark Leonard's talents appear to clearly jump off the page after reading through the annual letters and CSU's performance speaks for itself (even excluding the parabolic path of the last 12 months) There could be more to it, but I'd suggest... 1) read alot of annuals to find the needle in the haystack 2) look at whether longterm financial performance truly reflects the quality of the penmanship I'm somewhat skeptical that quantitative screeners would have helped me find this gem (though one could argue for reversing the order of my suggestions, and starting with some type of quantitative screen for extremely well performing equities, and THEN using 'reading' as the 2nd stage filter)

good/interesting read... TL;DR engineers generally have stronger utilitarian leanings than average population

thanks for the recommendation！ Still reading this one, but 'wow' - finding myself really taking to his the message I'd agree that he may be trying too hard to show the data to back up his point... but his points seem to have alot of merit (limits of monetary policy, evolution of current economic theory, diff types of recessions, monetary vs fiscal stimulus... even a mild defense of 'gold standard' - haha) all in all, one of the most edifying econ books i've read

Thanks Packer! As a (half-hearted) followup, did you learn to read korean and if so you have any recommendations for how to learn to read korean filings? :)

I have 1 general question and 2 specific questions about korean preferreds, for those who are also in this play... thanks in advance General Question: It seems impossible to find a news source for when corporate events happen with preferred shares. Where do you all go to get your information on preferred-specific news/treatment? Bloomberg/CapitalIQ? SEC-equivalent in Korea? Specific Question 1: Hyundai Mobis Pref (012335) no longer seems to be traded. Is this accurate? If so, what exactly happened to these issues? Perfect example of me not being able to find any news about 'what happened'... Specific Question 2: SK Holdings is being merged with SK C&C (http://www.businesskorea.co.kr/article/10205/sk-bigger-holdings-sk-cc-sk-holdings-merge). I see that the common will be exchanged for new shares at 0.74 ratio, but there is no mention for the treatment of preferred shareholders. Does anyone have any info/clarity here?

thx merkhet

thx for the recommendation - hard to pass up for 99 cent digital version :)

Would love a book recommendation to get me educated on Japan's experience in 80s/90s 1) Am looking for book that outlines causes/lead-up to Japanese boom 2) Am looking for book that outlines 'signs of froth' 3) Am looking for book that outlines 'catalysts for eventual bust' 4) Am looking for book that outlines 'signs of coming bust' 5) Am looking for book that outlines policy/societal responses (more so in 80s/90s than 2000s) 6) not really looking for a book that JUST chronicles the BOJ's losing fight against deflation past 2 decades

All I know is... 1) Fidelity also wouldn't let me purchase this issue 2) This is what their (WKOF) website states (pardon the legalese): Due to legal restrictions, the contents of the following web pages may not be accessed by persons who are located in the United States, Canada, Australia, Japan or South Africa or who otherwise are US persons ("U.S. Persons") as defined in RegulationS under the United States Securities Act of 1933, as amended (the "U.S. Securities Act"), anywhere in the world. The Company's Articles of Association contain provisions designed to restrict the holding of shares by persons, including U.S. Persons, where in the opinion of the Directors such a holding could cause or be likely to cause the Company some legal, regulatory, pecuniary, tax or material administrative disadvantage. No Benefit Plan Investor (as defmed in U.S. Department of Labor Regulation 29 C.F.R. § 2510.3.101 and Section 3(42) of the U.S. Employee Retirement Income Security Act of 1974, as amended) may acquire shares without the Company's prior written consent. None of the information contained on the following pages nor any copy thereof may be taken or transmitted in or into the United States or distributed, directly or indirectly, in or into the United States or to U.S. Persons. Persons present in the United States of America or who are otherwise U.S. Persons, are not permitted to access this section of the website and should exit it immediately. by checking I am asserting that I am not in one of the following countries: Canada, Australia, the Republic of South Africa, the Republic of Ireland, Japan, or the United States.