#19 The Value Investor
Behind the Balance Sheet
Investing in Emerging Markets
I've recommend America's Great Depression by Murray Rothbard all the time. You have to have a sense of the macro framework today, given debt levels and given what's going on. I don't directly invest in emerging markets. I'd rather get my emerging market growth with companies that are building plants. If you don't come away from that saying why the world would you ever invest dime one in a place like Russia, then you probably ought not be managing other people's money.
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