13-02-2014, 01:36 PM
(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.
Thanks for the detail of your observation. I might not agree, but will definitely take note of it.

“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡