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Weekend reading

India Dynamism meets Dysfunction: The biggest challenges facing India’s growth

The USPS Nears Collapse: The much needed restructuring at USPS.

Categories: Reading
  1. bob
    June 15, 2011 at 10:02 am

    any thoughts on mariusz’ two other recent ideas: monument mining and impact silver? thanks in advance for perspectives.

    • paras
      June 15, 2011 at 10:15 am

      I haven’t looked at Impact Silver. Monument seems like a good play. I tend not to hold multiple companies in the same industry. Monument is cheap on a cash flow basis. Although I think YNG has more upside than Monument. Mining business is risky, as I’ve have seen with YNG and many other smaller mining companies. A mining company that is making positive cash flow and selling at a cheap multiple is a safe way to play. Monument fits that bill.


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