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Interesting Article on David Herro: "Why I am Betting Big on Europe"


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Guest hellsten

Thanks. Always interesting to read about David Herro, BNP and BKIR. Judging by the comments below the article, it's definitely time to buy Europe :D


Regarding European banks, Bestinver's Paramés seems to be saying "we do not yet dare to buy banks…The solution will come when banks submit their balance sheets, their real accounts."



Bestinver has been buying Portugal Telecom:



PT looks interesting, but personally I don't like or understand telecoms:


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