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  1. Fleet Street Hotline: The Big Story • November 19, 2004

    Dear Fleet Street Investor, “China is a much bigger opportunity than we’ve made it out to be.” So says our publisher, Addison Wiggin, who has just returned from China. I was in Baltimore on Wednesday, meeting with fellow editors to air out some of our investment ideas, and Addison opened the meeting with his observations [...]

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  2. Fleet Street Hotline: That Strategic Island • November 12, 2004

    Dear Fleet Street Investor, If you’ve been reading The Daily Reckoning lately, you know that I have spent the week in Bermuda with colleague Dan Ferris of Extreme Value, researching some interesting investment ideas on the islands. As I wrote in the DR, Bermuda has a long history of being a place for hiding things. [...]

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  3. Fleet Street Hotline: Sleeper Profits in Hotels • November 3, 2004

    Dear Fleet Street Investor, “It takes a great country to stand a thing like an election hitting it every four years.” — Will Rogers Want to know who will win the election? Keep an eye on the Redskins-Packers game this Sunday. Since 1936 (when the team moved from Boston to Washington), every time the Redskins have [...]

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  4. Capital & Crisis November 2004: The World’s Most Exclusive Hotels… For Less Than Their IPO Pricerient • November 1, 2004

    The Hotel Cipriani in Venice may be the world’s finest hotel. Its rooms are luxurious, fitted with precious marble and stucco, overlooking the Lagoon, or the Palladian Church of San Giorgio Maggiore, or the walled gardens and vineyards surrounding the hotel.  Only the wealthy stay here with room rates as high as $5,000 per night.  [...]

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