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Top value investors attending the Berkshire Hathaway annual shareholders meeting offer their best bargain buys for 2013.
IN THIS ISSUE
Why We Covered Our Netflix Short
By Whitney Tilson and Glenn Tongue, Managing Partners, T2 Partners LLC
Quick Take: Whitney Tilson on Iridium
By Value Investing Letter
Investing Lessons From 2010 – A Los Angeles
By Michael Kao
How Real Estate Investors are Creating Value i
By Craig Haskell
Lafarge - Building on the Recovery
By Marcelo P. Lima
These Low P/B Stocks are on Sale
By Jae Jun
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THIS MONTH'S ISSUE![]()
Lafarge - Building on the Recovery
By Marcelo P. Lima
Lafarge, the world leader in cement production, #2 and #3 in aggregates and concrete, and #3 in gypsum (wallboard), is currently in the bargain bin. The company is based in France but derives 46% of its revenues (and 66% of operating income) from the Middle East, Africa, Latin America and Asia. The balance of its operations comes from North America, Western and Eastern Europe. Its main global competitors are Holcim and Cemex. The company has been around since 1884 and its shares have traded on the Paris Stock Exchange since 1923.
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