A post over at Seeking Alpha (now temporarily removed by request of author - not sure if the post will be put back up or not) states that Whitney Tilson is short shares of HanesBrands (HBI). Hanes was my favorite idea back when it was spun-off from Sara Lee (SLE). I don't think it's expensive at all under $25 a share.

China used to be thought of as the world’s factory floor - a haven of cheap labor and minimal regulatory oversight for large multinational companies. The result was a massive influx of foreign investment and rapid gross domestic product (GDP) growth. But the country has outgrown this model and is shifting from low-skill, labor-intensive industries to a higher standard of living.

How well defined is your circle of competence? How honest are you with yourself? Join Geoff as he discusses these topics and current market environment.

One of the participants in Modern Graham's recent Round Table Discussion mentions a few of his comments and provides a link to the discussion thread. "On Wednesday, the value investing site Modern Graham hosted a round table discussion involving three participants: Rick Konrad of Value Discipline, Doug McIntyre of 24/7 Wall St., and (me) Geoff Gannon of Gannon On Investing."