– Bruce Berkowitz’s interview with OID in 1992: Good to revisit what Bruce saw in Wells Fargo when everyone else hated it. Although you got to be careful about any comparison between 1992 to 2011 banking landscape.
– Interview with Prem Watsa: The more I read about Fairfax, the more I’m intrigued by this corporate structure
– Howard Marks’ latest: Always a must read