• "This is more than just an offering on value investing. Without realizing it, or at least without intending to do so, the author has set before policy makers a startling analysis of the world in which America competes. If it doesn't challenge your concepts of the global competitive environment, you aren't paying attention."
    - Congressman Mick Mulvaney, United House of Representatives

July 25th, 2012

June 2012 Issue of Buffett in Beijing Report (download)

Topics this month include:

  • 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.

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