Bruce Greenwald: The Death Of Manufacturing; Deep Value Investing In Juniors by John Chew, CSInvesting
Prof. Greenwald on competitive advantage, the shift to services and why profit margins are so high and may remain so.
Most recent interview of Prof. Bruce Greenwald
You should think through Prof. Greenwald’s thoughts. Regarding investing, it is the art of the specific, so don’t let the the above macro talk affect your investing too much. I do agree that service companies develop competitive advantage through either product economices of scale or regional economies of scale.
Voss Capital is long Nintendo, Avid and Extreme Networks despite “Software bubble”
Voss Capital's Voss Value Fund was up 19.91% for the third quarter, while the firm's Voss Value Offshore Fund was up 19.88%. Both funds are now in the green for this year after erasing the damage that was done in March. Year to date, the Voss Value Fund is up 2.41%, while the Voss Value Read More
Ajit Jain: 32_KeyInfluencers_AjitJain
Deep Value Investor In The Junior Gold Miners
https://jayant.liberty.me/ His Blog
Game on or con on: Fraud in Junior Mining Equities: http://insider.kitco.com/ or having fun with your money. The key is the lack of quality deposits!
Let me know what YOU think.