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  1. China, Mexico & Cinderella • August 19, 2005

    Dear Fleet Street Investor, The bedrock contrarian insight is simply that it is time to be careful whenever the mass of investors gets excited about an idea — because the masses are usually late to the ball, and their arrival tends to signal the imminent 12th hour, when Cinderella’s carriage turns back into a pumpkin. In [...]

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  2. Your September Issue Is Online • August 12, 2005

    Dear Fleet Street Investor, Greetings from Vancouver! I’m at the Agora Wealth Symposium, where I will be speaking on Saturday. Enjoy the issue! Also, if you didn’t catch it, my latest Rude Awakening essay is available here: http://www.dailyreckoning.com/RudeAwake/Articles/RA080905.html It’s called “The Art of Short-Selling” and is about one of the great short-sellers working in the market today, James [...]

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  3. The Next Berkshire Hathaway? • August 11, 2005

    It’s always an intriguing question, isn’t it? Searching for the next Berkshire Hathaway is the investor’s equivalent of the quest for the Holy Grail. After all, an investment in Berkshire years ago would have made you very rich today. In James Altucher’s recent book, he writes about meeting Berkshire Hathaway investors at the annual shareholder [...]

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