Everest, Passport and the Emerging Market Mantra

John Burbank and Marko Dimitrijevic might still be some of the smartest guys in the room for bets on Saudi Arabia and Chinese Internet stocks

John Burbank, Passport Capital (Bloomberg)

John Burbank, the CEO of $4 billion Passport Capital in San Francisco, has been looking pretty smart about how to play emerging markets, although the global downturn this week is cutting into almost everyone’s long positions.

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