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64 ArticlesWhat we are Reading

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What we are Reading: Rethinking Transportation 2020-2030

Disruption is nice as long as it doesn’t affect the companies we are invested in. But when it hits an Industry as big as Retailers, it can be hell for the ...
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What we are Reading: GMO Quarterly

  A lot of fund managers write letters, some of which like the one Buffett writes are widely anticipated & discussed threadbare once it’s out. The ...

What We Are Reading: The "Turtle" Traders

What’s hot this week? To be honest, having a shelf of books in the office does really help. Sometime ago, we were able to get our hands on all the three ...
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What we are Reading: Fairfax Takes a 4.4 Billion Dollar Hit for Fear

To value investors in India, the name of Prem Watsa of Fairfax Financial Holdings isn’t new. In Canada, the headquarters of his holding company, he has been ...
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