Archive

Archive for September, 2012

Weekend reading

September 28, 2012 5 comments

Lessons on holding cash: How Buffett thinks about cash. Great investment lesson

Notes from Pabrai Fund meeting: From Pabrai’s most recent meeting with partners

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Categories: Reading

Weekend reading

September 14, 2012 2 comments

India’s ‘silent’ prime minister: A tragic story of the fall of one of the most respected bureaucrat of India. Definitely a very one-sided bias view.

Investor Day at Sequoia Funds: Always a treat to read these guys’ thoughts.

Wilbur Ross: Profile on one of the best investors around

Categories: Reading

Weekend reading

September 7, 2012 2 comments

Presentation by Pabrai and Spier: Great stuff from these two guys

Chou Funds semi-annual letter: One of the must read for me

Categories: Reading