Weekend reading

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

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