| The Bull Hunter The Investment U E-Letter: Issue # 441
How The “Bull Hunter” Tracks Investments “When I strolled through Tiananmen Square, it was not too hard to notice the plainclothes police who still follow Westerners Despite outward appearances of prosperity, China is NOT Democratic.” “The Chinese I met on my trip were bright, talented, ambitious people. As China moves into center stage in the world economy, its traditional culture and its emerging free-market culture will replace the statist culture. The state may be planning otherwise, but it can’t control what it’s unleashed.” My friend Dan Denning has just returned from traveling the world for the last two years, sizing up investment opportunities. One of his favorite themes for the long run is China. Dan sums up his thoughts in his new book The Bull Hunter - Tracking Today’s Hottest Investments. I highly recommend Dan’s new book. Dan’s Story Dan Denning is one of the smartest guys I know. He’s also one of the nicest. A decade ago, Dan came to my office. Nobody knew who he was back then. (But then again, nobody really knew who I was either.) He flew down from Baltimore to Florida to spend a few days with me, trading investment ideas. I was impressed with how quickly he grasped ideas As I learned more about Dan, it should have been no surprise he’s really made ideas his life. (I once asked him what his five favorite books were. I meant INVESTMENT books. But he rattled off five names I couldn’t pronounce. The only name I remember is Thucydides. Dan’s read everything.) I haven’t read 1/10th of what Dan’s read, and I’m reading all the time. I also haven’t spent nearly all of the last two years away from home, looking at investment ideas. Fortunately for you and me, Dan has done the work. He’s gone out and “mapped the enemy’s positions,” and in The Bull Hunter he shares with us what he’s learned. I haven’t taken out months of my life to traipse around India and China. But Dan has, and he’s a worthy guide. While I don’t necessarily agree with all of his conclusions in the book (just as I didn’t agree with Dan about everything a decade ago - it’s the nature of ideas and opinions), I have an enormous amount of respect for my friend Dan. He is extremely smart, well read, and he does great homework. Even better, he’s just spent years traveling to places you and I may never go, on a mission to understand the investment potential of these places for the next 20 years. You have to be curious about what he saw, how he interpreted it, and where he sees the investment potential in the coming years.
If you’re at all interested in how the world may look in next 20 years, and how that will affect your investments, then you really need to read The Bull Hunter. For just $17, you get a “guided tour” of Asia and the future, with a focus on investing, through the lens of one of the smartest people I know. You can’t beat that. For a direct link to Dan’s book, visit The Bull Hunter Good investing, Steve Related Articles
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