DO Diligence
Riddle me this: how could a relatively “bit player” of a hedge fund – Paulson & Co – with little-to-no prior mortgage investing experience do the research/diligence to uncover “The Greatest Trade...
View ArticleThe Final Nail in the China MediaExpress Holdings Coffin
In what I think is one of the best investigative works I’ve ever read, Roddy Boyd went to China to meet with the CFO of CCME, but his meeting was cancelled. He and his experienced Chinese investor...
View ArticleGoodnight & Good-luck: China MediaExpress Holdings
While there’s no SEC filings nor announcements on the firm’s website, apparently their auditor, Deloitte, and their CFO have quit. Don’t say I didn’t warn you here, here, here, and I think best, here...
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