Weekend reading

Lessons on holding cash: How Buffett thinks about cash. Great investment lesson

Notes from Pabrai Fund meeting: From Pabrai’s most recent meeting with partners

5 responses to “Weekend reading”

  1. on yukon, website looks way better. reverse split should be a positive thing – although not sure about short term effect on stock price.

    • Only improved cash flow, production, and operating income will move the stock. rest is cosmetic. So far management is doing the right things and operations have turned around. lets see if they can delivery on Q3, Q4, and 2013. mgmt recently said they expect to make 125-160M in free cash in 2013. quite a large amount given the current market cap. but only if they can deliver.

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