-Interesting to see Jim Chanos present on Gamestop. I've thought about it before. I didn't end up doing research because honestly, I don't know why their sales haven't dropped a lot more already. Nobody I know likes or uses the place. Bad customer service, average-bad prices... If I don't understand the motivations of their customers, it's going to be pretty damn hard to predict changes in customer behavior.
-Currently reading Security Analysis. This seems *far* better to me than The Intelligent Investor; next time I'm back in the US I'll have to look over my copy of the latter and see if I can figure out why my reaction is so different. Very useful in understanding the current situation.
-I've essentially finished my energy market research, need to write up my thoughts, but first -
-Currently studying NFLX (after yesterday's 35% drop, it has now gone from way overpriced to interesting in less than one year)
-Via Mish, bank runs in Greece; what the heck? What did they wait till now for? But then again maybe this is just the man in the street - those with more assets have been leaving for a while.
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