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Project YOKU-zuna: The Good, The Bad, and The Very Ugly
As many of you know, I’ve spent the past two weeks analyzing “the Netflix/YouTube of China,” Youku.com. From the first second I looked at the Yahoo! Finance summary page for the stock, I was EXTREMELY...
View ArticleA Chinese Reverse Merger "Fraud" CEO Speaks
Among the almost countless reasons investors should be wary of investing in taste of the moment or “hot” Chinese stocks, we may now have solid confirmation of a new one: a complete and utter lack of...
View ArticleNewsflash: Chinese Co’s are Being Forced to Falsify Data
I wasn’t the first (nor second, nor anywhere near the first wave) of those warning about China investing, but over the past year+ I’ve tried to provide some healthy skepticism over many things that...
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The Limit of Fundamental Analysis: You
The other day, my friend Eddy Elfenbein wrote a post entitled “The Limits of Fundamental Analysis,” which made some good points (as he most always does), but in so doing, made far too broad and thus...
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