April 15th, 2012
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Filed under: Buffett in Beijing Report, Global Value Investing • Leave a Comment
March 29th, 2012
More interesting China consumer demand stats. From Wall Street Journal.
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High gas prices? Purchase restrictions in mega cities? Neither can keep China from pursuing its ardent love affair with the automobile.
Such at least is the view of senior J.D. Power analyst Geoff Broderick, who says the power of that love could push vehicle sales in China to as high as 35 million a year by 2018 — a near doubling of the market. Read More
Filed under: China, Emerging Markets, Global Value Investing • Leave a Comment
March 29th, 2012
A pretty interesting article. How do you operate as a value investor in markets with significant political components? Article by Peter Schweizer on Reason.com
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In 19th-century America, there was a concerted effort to ban alcohol sales on Sunday. “Blue laws,” intended to protect the sanctity and sobriety of the Sabbath, were pushed by what seemed like an odd alliance: Baptists and bootleggers. Baptists backed the ban publicly on moral and religious grounds, while the bootleggers lobbied for the ban privately to boost their own bottom lines. Blocking legal alcohol purchases for even one day each week meant more opportunities for their illegal sales. Bans were enacted state by state, and many blue laws still exist (in Arkansas, Indiana, Minnesota, and Mississippi, for example), although restrictions have been steadily disappearing in recent years. Economist Bruce Yandle immortalized the phrase “Bootleggers and Baptists” in a 1983Regulation magazine article of the same name, making the point that ostensibly opposing sides will happily collude when it serves their mutual interests. Read More
Filed under: Global Value Investing, Warren Buffett • Leave a Comment
February 7th, 2012
From Wall Street Journal, a good article on Chinese TMT. And why Facebook needs a partner if they want to succed in China. Article reprinted and linked below:
HONG KONG (MarketWatch) — The mystery behind China’s plan to privatize parts of two government-controlled media organizations, first reported last month, may be related to changes in the way Chinese get their news. Read The Rest →
Filed under: China, Emerging Markets • Leave a Comment
February 7th, 2012
Things have come circle. Warren Buffett’s first investment in China is increasingly coming back to West. An interesting article – reprinted and linked below.
PetroChina Co. (PTR) has signed binding agreements to buy a stake in a Royal Dutch Shell PLC (RDSB.LN) shale gas asset in Canada, marking the latest move by Chinese state-owned companies to expand their Canadian footprint and increase their ability to tap unconventional fossil fuels. Read The Rest →
Filed under: China, Global Value Investing, Warren Buffett • Leave a Comment
February 7th, 2012
A good article from WSJ. A result of an unusual situation where credit to small businesses has been pulled back. This has also resulted in a fluorishing private loan business in many cities (Wenzhou in particular). Article is below
BEIJING—Chinese Premier Wen Jiabao said the government will move to help the country’s economically vital but financially strapped small businesses, including setting up a 15-billion-yuan ($2.39 billion) special fund to support the development of small and midsize enterprises. Read The Rest →
Filed under: China, Dubai, Emerging Markets • Leave a Comment
January 20th, 2012
Chris Mayer, managing editor at Agora Financial and author of Mayer’s Special Situations, reviewed my book. Really dead-on accurate I thought. I am reading his book Invest Like a Deal Maker.
The review is reproduced below with his permission:
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The Prince of Deals
Prince Alwaleed is one of the world’s greatest investors. Born in 1955, he started out as an investor in the late 1970s by opening a small office on a side street in Riyadh, Saudi Arabia. He had $30,000. By 1988, Alwaleed was the subject of a Forbes profile. He was 33.
Filed under: Alwaeed, Global Value Investing, What Would Ben Graham (Book) • Leave a Comment
January 17th, 2012
A recent article on how Hong Kong Disneyland is now debating expansion – at the same time Shanghai Disneyland is being built. Article is here.
January 17th, 2012
Very cool news this week. My old boss jumped back into Silicon Valley in big, spectacular way. For those who don’t know the history, HRH was a big investors in Silicon Valley in the late 1990′s – and was most well known for his large investments in Apple a few months before Steve Jobs returned.
The WSJ article on his Twitter purchase is here.
Filed under: Alwaeed, Global Value Investing, Kingdom Holding, Prince Waleed • Leave a Comment
October 23rd, 2011
I did a related interview at Stockopedia which is run by Stephen Dotsch (he also has Dividend Income Investor).
The interview link is here and text is re-pasted below. Read The Rest →
Filed under: Uncategorized • Leave a Comment
Jeffrey Towson is an investor, professor and best selling author (USA TODAY and Inc. Magazine) focused on value investing strategies for a global age...[read more]
