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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (52423)9/23/2013 9:49:10 PM
From: Dennis 3  Read Replies (1) | Respond to of 78732
 
What about a bank in Argentina? It looks like Kyle Bass has been buying(Although I disagree with him that Argentina needs a regime change). I bet a lot of people wouldn't guess Argentina gdp's growth rate has been better than Brazil for the most of the past decade. Especially since Argentina gets so much bad press. I posted last year about Argentina and everyone blasted me. The Mervel Index has double and my stocks doubled since then. I guess Templeton was right "The best time to invest is when pessimism is at its highest".

I wonder when Kyle started buying now that he is going public and pumping some.

businessinsider.com



To: Spekulatius who wrote (52423)9/25/2013 10:35:53 AM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78732
 
I can buy lot's of profitable regional US banks for 1.1x tangible book.

Any banks you like now? I'm overloaded on JPM and looking for something else to diworsify. The big good ones are all expensive, while the big cheap ones (BAC/C) are not clearly good. I still hold some FMBL, but that's also not in buy territory IMO.


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