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:

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 if the forth 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