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Strategies & Market Trends : Value Investing

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Jurgis Bekepuris

To: Mattyice who wrote (53615)	3/21/2014 2:35:37 AM
From: Shane M	1 Recommendation of 78702

Mattyice, I'm w/ Jurgis on Russia. I've removed Russian companies from all my screens, and from investing consideration. This decision was partially based on the experience I had with Argentina. When a country wants to change the rules and take assets it can, and imho Russia is built on corruption. One of Buffett's rules is don't invest w/ somebody you can't trust. Secondly, it's political. I used to not care so much about the politics - thinking economic ties would make everyone get along better and help make the world better - but I'm not as convinced of that as I once was.

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