The Deliberate Investor

The Deliberate Investor
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  • The Impending Flight of Reverse-Merger Chinese Companies and How American Investors Will Suffer  [View instapost]
    Unfortunately for the shorts, they seem to be on the wrong side of the Macro picture, as well as the micro picture. Props to Jim Chanos for calling fraud at a single company - Enron - but by attempting calling it at an entire country, he has apparently overestimated his powers of intuition. In doing so, he may have led many of his hedge-fund colleagues into highly difficult - and ultimately punishing - positions.
    Nov 6, 2010. 11:51 AM | Likes Like |Link to Comment
  • Another Red Flag for Universal Travel Group  [View article]

    You pose some good questions. However, a word of advice, if I may be so bold: Next time, please address these questions to the company's representatives, before posting. That way, you can present their answers alongside your analysis. Such a presentation would greatly strengthen your credibility and allow you to display a facade of even-handedness - even if such a display is a false one.

    Nov 4, 2010. 05:53 PM | 5 Likes Like |Link to Comment
  • The Impending Flight of Reverse-Merger Chinese Companies and How American Investors Will Suffer  [View instapost]
    An addendum: This morning, another Chinese reverse-merger firm - Fushi Copperweld (FSIN) - received a going-private offer from its CEO and a private equity firm backed by Morgan Stanley. The details of the offer are very similar to Harbin Electric's as are its expected effects upon long-term shareholders. If the transaction goes through, another promising investment will be plucked from the portfolios of American investors at a shockingly low valuation - only to be likely flipped for dramatically more. The flight of quality Chinese companies from US exchanges continues.
    Nov 3, 2010. 10:51 AM | 1 Like Like |Link to Comment
  • Chinese Companies Should Follow (NasdaqGS: HRBN)  [View instapost]

    I completely agree with your thoughts and have echoed them in my own piece regarding the situation. Check it out, here:
    Oct 13, 2010. 12:32 PM | Likes Like |Link to Comment
  • A Stock Market Horror Film: A Company Whose Stock Price Doesn’t Comply with Reality.  [View instapost]
    Couldn't agree more.

    Aug 19, 2010. 09:59 AM | Likes Like |Link to Comment