11-05-2015, 08:07 AM
(This post was last modified: 11-05-2015, 08:14 AM by specuvestor.)
I stand by what I said about Mobius 15 months ago... Find better commentators to follow than waste time on him. He has been calling to sell China 6 months ago. I'm sure he will be right EVENTUALLY like the proverbial stopped clock.
http://www.valuebuddies.com/thread-3344-...l#pid73961
(13-02-2014, 12:52 PM)specuvestor Wrote:(12-02-2014, 08:51 PM)CityFarmer Wrote:(12-02-2014, 06:35 PM)specuvestor Wrote: Agree... IMHO Mobius is one of the most overrated salesman masquarading as fund manager
Well, I respect your opinion, but not sure the ground of the opinion?
Base on his track records stated in wikipedia, I found no clue on "salesman masquarading as fund manager"?
http://en.wikipedia.org/wiki/Mark_Mobius
Based on the published figures/ papers many S-chips looks very cheap also with no hint of "snakeoil" as well
I have observed and respect many managers from Bill Miller to Kyle Bass and of course Buffett, but Mobius record is not top of the list. I wish you the best if you buy their emerging markets funds. 路遥知马力 which is similarly why I have higher regards for Paul Tudor than Paulson.
http://www.valuebuddies.com/thread-3344-...l#pid73961
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Think Asset-Business-Structure (ABS)
Think Asset-Business-Structure (ABS)