Weekend reading

Berkowitz’s hedge fund returns: Amazing returns for a hedge fund that uses no-hedge

Pabrai lecture: Great lecture and Q&A with Pabrai. He talks about some of this previous investments and how he looked at the key mistakes he made (Delta Financial) or how he sees the key investment theme (DirectTV)

Lou Simpson Profile: A dated 1987 profile of Lou Simpson.

2 responses to “Weekend reading”

    • Yes, Taro is going to do extremely well. Sun Pharma is one of the best managers in the generic pharma space. Too bad, I don’t have unlimited funds. Otherwise I would hold Taro for years.

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