SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jurgis Bekepuris who wrote (38007)5/24/2010 10:15:06 AM
From: Madharry  Read Replies (1) of 78478
 
i was reading a summary and summarized that about two years ago i guess the same presenter offered a list of chinese small caps that he was shorting that showed a large descrepancy between net profits and operating cash flow. Hes said he did pretty well with those shorts. The point that I came away with was to be extra careful looking at chinese small caps and see if they are actually generating cash or just increasing a/r and inventory for example.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext