Green King

can you give me detail in the process you look for them ? And how you value them?

Look like insurance fraud. ;D

thank you ;D

Anyone look into france telecom ? France Telecom SA (ADR) (Public, NYSE:FTE) I never value telecom before can someone give me the basics or point me to it? ty

The lapis philosophorum method is on the verge of a breakthrough in answer to question number two. just give me some gold for testing and i will be able to do it in a few month. Its not hard all you need is a super nova.

Thank You

I am currently looking at a company that is going to discontinue its operations and give its assets back to shareholders. Other than the cash and inventory, i notice it also has around 18 million in tax loss carry forward that will expire from 5 to 20 years. I was wonder what will be worth and what happens to it in a situation where the company discontinuing its operation and repatriation of assets to shareholders ? Thanks GK

thank you ;D

got any goods books you can recommend to learn more about the 1980 oil bust ?

Kyle Bass At AmeriCatalyst 2011 Enjoy Cheers

Bass makes an incredibly compelling case for that (among other things) in this video I just got done watching. Shorting Japanese insurers that hold a lot of government bonds is something I am exploring. http://www.youtube.com/watch?feature=player_embedded&v=WWgtzwqWh60 how do you normally approach a research project like that ?

If that is correct this will be a new golden age for value investing. ;D

If you have itunes installed go to the store and click the podcast section and then use the search bar and type Geoff Gannon and hopefully should show all of his work. If not look through categories and there should be an investing category, hopefully you can find it. I just looked at the itunes store and there are two podcasts investor questions and investor question podcast interviews have your tired downloading it recently ? (it could just be that my Itunes is broken .) I just tried and was unable to download it. I think it no longer working, although you can still see the podcasts on Itunes.

He seems like he know what he is talking about here is a link to a YouTube video and the ppt her used http://media.mises.org/mp3/misescircle-ny10/MisesCircle_NewYork_2010_Calandro.pptx http://mises.org/media/4983/Austrian-Economics-and-Investing

Which podcasts are you talking about can you give directions please ? I thought all of them are posted on his site. Can you give dates and title that are not there if possible. Thanks for the recommendation. I think i found him though you and yes i was also of those emailed him to put up his podcast ;D

I bet many of us don't even know how much it went up. Mind you, many places in China is still un-developed and u can grab land for free if u want to manage it... that's at least true about 10 years ago. Well what i see leverage has been abused extremely in China and most of the properties that has value has been much inflated. For a Chinese business man a good deal in terms of assets are ones that break even that that he can take advantage of the appreciation. People are getting rent returns of around 2% to 3% of their home value. I am just wondering what kind of numbers are you thinking of in terms of mental models or actual models in terms of decline. (Since most of the Chinese rich's money are in real estate and most of them are heavily leverage as the governmental almost always give loans for land etc. in the private sector.) So a decline will mean a lot of wealth destruction. And no one has a idea of wealth protection in China. Only people that have money are the coal miners and the corrupt politicians. (who are to scared to spend it all) most of the other are in land. homes and other hard assets. (based on the people i know)

For my friend or for the poll ? For my friend Shandong Province. For the poll overall. I don't it to get too complex as in tier one, tier two, tier three and tier four. But I expect more drop on the lower tier cities since their market are built more speculation therefore will depend more on the physiology of the market and credit availability.

The argument i got in with my friend who owns a lot of land in China partly through factories he own partly through the apartments. I was saying that he should sell them while they are high so he can by them back when the market falls. He thinks it will only at most fall 30% and since the land and real estate he owns has gone up by at least 100% its not worth the bother. He also state the cultural value of owning a home and the fact the Chinese government has been trying to have a slow decline. And for the most part everything is under control. Anyways i was wondering how this Board though about the subject ? How much do you think Chinese housing and land prices will fall when China start to slow down ? And why? ;D

Nice get, i am pumped too :) !!

what do you mean ? can you explain in more detail ? or link or guide me to a better description ?

Where did you get that from? i want to read the entire thing. ;D Thank you in advance

thanks! ;D

This guy is awesome. if you haven't checkout his interview on CNBC. http://www.youtube.com/watch?v=v0SwChTb0U8 http://www.youtube.com/watch?v=oOt3cbuXPZY http://www.youtube.com/watch?v=h00Km-q3zP8 http://www.youtube.com/watch?v=aSoXVjYamKA&feature=related

Great post thank you.

nice can't wait to see it ! ;D