Weekend reading

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

2 responses to “Weekend reading”

  1. just saw you’re invested in bac. what’s your opinion on fair value of bac? plan on looking into bac – though already considerable run-up.

    • i think BAC is worth lots more than current prices. if you have the ability to hold the stock for 5 yrs, you will do very very well. the warrants are still very cheap. remember that most value investors were buying the warrants at $7+ per warrant. so you can still get it at 50% discount to their price.

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