Liberty Posted March 24, 2014 Posted March 24, 2014 I found this a good read and thought others here might enjoy it: http://oraclefromomaha.wordpress.com/2014/03/24/random-thoughts-on-moats-and-competition/
beerbaron Posted March 25, 2014 Posted March 25, 2014 Anybody has a copy of that 1970 Essay by Soros? BeerBaron
gary17 Posted March 25, 2014 Posted March 25, 2014 i dont know why but after reading this --- 'irrational behaviour .... positive feedback loop..." i think of facebook's recent whatsapp acquisition. in order to remain the dominant player, is FB behaving irrationally? thanks for sharing this article, quite insightful.
yadayada Posted March 25, 2014 Posted March 25, 2014 Anybody has a copy of that 1970 Essay by Soros? BeerBaron http://www.ft.com/intl/cms/s/2/0ca06172-bfe9-11de-aed2-00144feab49a.html#axzz2wvgm4BLM Not the one, but enjoyed reading it anyway.
Liberty Posted March 25, 2014 Author Posted March 25, 2014 Anybody has a copy of that 1970 Essay by Soros? BeerBaron He wrote: Some people asked me where they can locate the George Soros REIT report that I mentioned in the last post. You can find it in “The Alchemy of Finance”. The report is replicated on page 61 to page 63; the author’s follow-up analysis (page 64 – 68) is also very instructive.
thepupil Posted March 25, 2014 Posted March 25, 2014 http://thelongshorttrader.com/2012/09/25/the-alchemy-of-reits/
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