I appeared on CNBC’s Capital Connection in Singapore this morning to discuss the Twitter IPO.   Suffice it to say, at 45 times trailing earnings, Twitter is highly speculative at current prices.  Could it go higher?  Abolutely.  But investors are pricing in a massive surge of revenue growth that may or may not materialize.  This...Read More

Charles Sizemore gives his thoughts on how to invest in Europe to Bloomberg’s Guy Johnson, live in London.  To watch the interview, see “Emerging Market Exposure via Europe“Read More

Crack open a cold one, and watch Charles Sizemore give his thoughts on international beer stocks on Bloomberg TV.   If you cannot view the video, please follow this link to Bloomberg’s site: Playing the World of Beer Stocks Stocks mentioned: Boston Beer ($SAM), Anheuser-Busch InBev ($BUD), Heineken ($HINKY), Molson-Coors ($TAP) If you liked this article,...Read More

Watch Charles Sizemore give his thoughts on investing in Germany to the Wall Street Journal’s Evan Newmark: If you are unable the view the video in your browser, you can view it here.Read More

Lest I be accused of hero worship, I’ll spare readers another Warren Buffett lovefest article.  Yes, Buffett is a living legend, and yes, he is arguably the best investor of all time.  But these facts are nothing new, and there have already been more articles than I can count written about the man and his...Read More