Helping Charles Li find the weeds in his Hong Kong garden
Charles Li, the CEO of the Hong Kong stock exchange, has been on CNBC and again at home telling the world that the scandals happening with Chinese stocks on the American stock exchanges won't happen in Hong Kong.
Compared to the Reverse Mergers on the...
Helping Charles Li find the weeds in his Hong Kong garden
Charles Li, the CEO of the Hong Kong stock exchange, has been on CNBC and again at home telling the world that the scandals happening with Chinese stocks on the American stock exchanges won't happen in Hong Kong.
Compared to the Reverse Mergers on the...
Sino-Forest as Russian love story
FT Alphaville caught up on its Sino-Forest reading over the weekend and enjoyed the latest post by John Hempton of Bronte Capital. It looks at Paulson & Co.’s loss from...
The Paulson Sino Forest loss
Much has been made of the John Paulson's Sino Forest loss. Many snide remarks have been made parsing John Paulson's letter.
I am more sympathetic than the non-practitioners though I think Paulson's excuses sound lame.
Here is my sympathetic view...
Sino Forest: some ancient history
Sino Forest uses intermediaries to market all its timber (or so it says). It will not reveal the identity of those intermediaries for commercial reasons but says that it has revealed the identity to its auditors and to Price Waterhouse Coopers who are ...
I got yesterday’s post wrong
Yesterday's post was as error-ridden as anything I have ever published.
On the most important matter: I thought the Globe and Mail story on Sino Forest would drive the stock down at least 50 percent.
The last time I saw a major paper of record come rig...
Sino Forests and a puzzle for media analysts
The Globe and Mail (a mainstream Canadian newspaper) has published a piece confirming the core allegations of Muddy Waters research re Sino Forest. The deals that Sino did in one area are it seems - grotesquely overstated. By implication Sino is not to...
Lessons in my Desire
Ok - the title is somewhat misleading: I just purchased an HTC Desire HD Android phone via Ebay and by doing so I learned a few lessons - some of them investment related - others just about the way the world works.
This phone is (on specification and ...
Sino Forest quote of the week
Muddy Waters commenting on Sino Forest's conference call:
TRE [Sino Forest] had some notable blocks / drops of other awkward questions. TRE cut off the Nomura analyst Anissa Lee rather than answering her question asking for more details on w...
Sino Forest quote of the week
Muddy Waters commenting on Sino Forest's conference call:
TRE [Sino Forest] had some notable blocks / drops of other awkward questions. TRE cut off the Nomura analyst Anissa Lee rather than answering her question asking for more details on w...
Sino Forest quote of the week
Muddy Waters commenting on Sino Forest's conference call:
TRE [Sino Forest] had some notable blocks / drops of other awkward questions. TRE cut off the Nomura analyst Anissa Lee rather than answering her question asking for more details on w...
Sino Forest quote of the week
Muddy Waters commenting on Sino Forest's conference call:
TRE [Sino Forest] had some notable blocks / drops of other awkward questions. TRE cut off the Nomura analyst Anissa Lee rather than answering her question asking for more details on w...
