32 Tips about International

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For better or worse, the Anglo-Saxon business model puts the interests of shareholders first. We are less comfortable in markets where loyalties are...
Americans are still reasonably parochial. They'd rather make a bad loan in Texas than a good loan in Brazil.
An all-stock deal may give current foreign shareholders of the acquiring firm the opportunity to sell their shares if they do not believe in the deal,...
One benefit of being a global investor is in learning how a particular business should be valued – which is often properly done in the U.S. – and...
We take into consideration what we call attitudes toward capitalism. For example, there's a very low risk of being squeezed out at an unfair price if...
We haven't been traditional emerging markets investors because we do not chase growth or glamour, but we like nothing better than to invest in...
Another reason it’s important to be more international in your outlook: if you’re not paying attention to what competitors in emerging markets can...
Over the next ten years it’s far more likely that the huge amount of capital owned by the rest of the world will grow by investing somewhere other...
We keep heading more toward direct international investing, but worry that we’re going to end up being the patsy. We looked at South Korea, but kept...
We've found over the years that European markets are much less efficient than those in the U.S. Right now we have less than 5% of our portfolio in the...
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