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SKM

SK Telecom: Market Leading Wireless Company On Sale

(via www.enlightened-american.com)

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.

Submitted by davyb on Sun, 2008-02-03 21:43. | Tags:
  • Stock Analysis
  • KTC
  • SKM
  • Login or register to post comments
  • More info
  • 2 points

The Complete User's Guide to Warren Buffett's Portfolio

(via biz.yahoo.com)

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."

Submitted by Nick on Tue, 2007-03-27 01:29. | Tags:
  • Superinvestors
  • BRKb
  • CNW
  • EBAY
  • JNJ
  • KO
  • LYG
  • PKX
  • SEQUX
  • SKM
  • TBGVX
  • UNH
  • USB
  • USG
  • WPO
  • 5 comments
  • More info
  • 6 points

South Korean Stocks Lure Warren Buffett and Analysts

(via www.iht.com)

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) .

Submitted by Geoff on Fri, 2007-03-09 15:31. | Tags:
  • Superinvestors
  • PKX
  • SKM
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  • More info
  • 1 point

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