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

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20 Jul 2024 16:30