Fundmanagerthrwawy

Is anyone keeping an eye on South Korean Banking stocks?

Does anyone know what sort metrics Burry uses to screen opportunities? I keep seeing different possibilities but unsure what is the legitimate one. Any tips are appreciated! Cheers

Smashing. Much appreciated. I’ve just seen they also have reprint of the 1940 and 1951 editions.

Yeah, I heard and seen his name thrown round a lot and always looked for him in my research.

What is the name of this analyst, Ronald Epstein perhaps? *I’ve just seen the post above.

I have the same thoughts about the modern additions and it felt like an up hill battle whilst reading for the same points you mentioned. it’s interesting that you find the original an easier/more enjoyable read as i had the same thoughts with the intelligent investor. Where did you find an original copy it might be worth having a look into it myself. Cheers

I don’t think there is a large number of people who have held tesla for more than 5 years never mind 10.

Great insights. Thanks a lot much appreciated!

Much appreciated. Cheers

I remember reading that and thinking it was genius. Yet to achieve those level of returns.

A pen study from 1996 suggests that I spin-offs produce returns on average of 10% more than the market average in the 3 years following the spin-off itself. I, myself, have not received these level of return but of gotten close a number of times.

I’m looking for a resource that shows the most recent Spin-offs, mostly concerned for US but wouldn’t mind seeing a global one. If anyone knows of such a resource or something similar it would be greatly appreciated. cheers

Whether by region, country, industry, or sector, where are you finding the best bargains to be?

No, not saying you did. Just a lot of people do. At least in my conversations with US based businessmen and women.

Exactly. The idea that the US is the only place to start a successful company is strange. I’d prefer to HQ in Europe as I believe there’s a better quality of life, better for travelling, and less stressful. That’s no slight on the US I love visiting I just don’t think it would be a good place for me to live and work long term. And there’s people who think the opposite and that’s fine.