July 25th, 2012
June 2012 Issue of Buffett in Beijing Report (download)
- How Grupo Gloria made a killing in Peruvian sugar plantations
- How South Korean CJO became the #1 home shopping channel in China – and then lost it.
This month’s newsletter on global value investing is available for download here.
For future newsletters, please sign up on right.
All thoughts and feedback appreciated. This is a work in progress.



