Excerpts – Alpha Ideas

March 11, 2019March 11, 2019

Fairfax on it’s investment in Catholic Syrian Bank

Source: Fairfax India Chairman’s Letter to Shareholders 2019

February 27, 2019February 27, 2019

Does your Portfolio pass the Buffett test?

Source: Berkshire Hathaway 2018 Letter

February 25, 2019February 25, 2019

Shameless Indian Promoters

February 11, 2019February 11, 2019

Why Mohnish Pabrai doesn’t like the Insurance Industry

Hat Tip: Ashish Kila

January 28, 2019January 28, 2019

Market Performance Before & After Elections

Source: Morgan Stanley Research