EBAY VIC write up by zeke375
We agree with this write up and believe EBAY is extremely attractive due to its valuation and wide moat.
Thursday, January 15, 2009
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The "top down" view will guide the bottom up investments. I will focus on trends in the global monetary markets, global credit market, & inflation/deflation expectations. The "bottom up" investments will focus on deep value investments, event driven investments, Graham and Dodd type situations, sum-of-the-parts valuations, stub companies, shorts,& work outs. The fake portfolio can be viewed at Marketocracy.com
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