Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 -- Ignore unavailable to you. Want to Upgrade?

To: Graham Osborn who wrote (55353)	5/26/2015 7:49:44 AM
From: MNTNH	Read Replies (1) \| Respond to of 78740

Im familiar and have worked on investing in Asia based on events, some of which pertaining to these Chinese companies. While visiting in person can be enlightening, it often takes just a cynical and energetic mind to uncover things. It stems from the fact that lies compound negatively and often hard to cover your tracks. What do you mean by DD? Due diligence? SSE ran up partly because of the earlier massive slump coupled with the HK-China linkage that opened recently. It purportedly increased trading volumes. I have no idea why that would necessarily mean higher valuations on top of a slowing economy with risks of asset bubbles. A control economy certainly goes into odd fits. Multiples are lower but US has one of the best reporting and disclosures around. Also not to mention best in class companies with fairly acceptable proportion of decent management and quality of earnings tend to be higher in the US.