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Strategies & Market Trends : Value Investing

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To: FJV who wrote (42680)	5/17/2011 8:42:47 AM
From: Madharry	of 78719

My break even is around $7 which is something like 2x earnings net of cash. If i am right about gfre I own enough that it will eventually be at least 20% of my n.w. If I am wrong then it will be worth zero. Now if you look at what happened with Yahoo, you need to realize that the risk of legal skulldugery seems to be endemic to chinese companies. So I think people who think that there is some dichotomy between large and small caps, hk listed, chinese listed , and US small caps investing in chinese might be kidding themselves. What I dont understand is that I thought that yahoo and softbank had seats on the board of Alibaba so how could the transfer been done without their knowledge. I dont own yahoo so I havent been involved but one has to really question how they are keeping track of their investments which is the reason a lot of value investors own the stock. I am actually surprised that someone like Haverty of Gamco, i think, who has been pretty vocal about why yahoo is such a bargain was also blindsided by this.

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