Macro Lion - Investment Club

Macro Lion
Investment Club: Global Macro, Growth Investments, Emerging Markets, Growth Markets

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Macro Lion is an investment club for investors using Global Macro strategies and investing to Emerging and Growth Markets.

Recent blog entries:

24 Feb 2014	Is Magnit fairly priced based on comparables?
24 Dec 2013	US equity market returns in even vs. odd years
02 Jul 2013	OJSC Live office (ОАО Живой офис) IPO – burning questions
23 Mar 2013	Tattelecom – Russian Value Trap with 80% upside
21 Jul 2012	Shale gas boom in the US: Natural Gas price has become disconnected from oil
29 Jun 2012	K-cycles or Kondratieff cycles – we are in economic Winter
08 Jun 2012	Abrau Durso – 48% upside with "Champagne"
09 Feb 2012	EPAM IPO was priced at $12, my valuation was $12.2 (Wow!)
06 Feb 2012	EPAM – another overpriced technology IPO?
27 Jan 2012	Drivers behind inflation in Vietnam
22 Jan 2012	Attractiveness of emerging markets by P/E and implied return on capital
20 Aug 2011	Western Europe and US: pay the debt or deflate the currency
30 Jul 2011	Russia showed the fastest capitalization growth since the bottom in 2002 up to 2010: 42% CAGR
20 Jul 2011	Platforma Utinet.ru IPO. 110x EV/EBITDA, 157x P/E – Finam's valuation tricks
25 May 2011	Optogan – another bulb story?
05 Mar 2011	Russia is the fourth attractive country by PEG ratio after China, India and Singapore
11 Jan 2011	Russian P/E is still the most attractive among BRIIC
05 Jan 2011	Russia had the fastest nominal GDP growth in USD in 2000-2009 with China only second
14 Dec 2010	RTS returns over year change: holidays in stocks or in cash?
12 Dec 2010	First post