SKM
SK Telecom: Market Leading Wireless Company On Sale
I've recently added SK Telecom (SKM) to my portfolio and have posted my investment thesis report on my website. I actually came across this stock in Nov '07 while researching its rival, KT Corp (KTC) and decided that SKM was the better company. It was a little too expensive then but has since fallen to very attractive levels, IMO.
The Complete User's Guide to Warren Buffett's Portfolio
Excerpt: "There's no need to reinvent the wheel. Buffett, the smartest investor ever, has done a lot of work for us when he buys a position and then discloses his holdings. Studying in the footsteps of the master and his disciples, but using that as a starting point for your own research, will end up being a very lucrative practice."
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South Korean Stocks Lure Warren Buffett and Analysts
An article discussing the fact that South Korean stocks are attracting value investors - including Warren Buffett. The article isn't anything special, but it's worth noting a mainstream media account of Korea and Buffett's disclosure of Berkshire's 4% stake in Posco (PKX) .

