- Jun 10, 2018
Prem Watsa Deep Dive
I finally finished going through Prem Watsa's Fairfax Financial shareholder letters this week and wanted to write a small summary on his...
- Jun 10, 2018
Circle Of Competence Issue #15
Prem Watsa Deep Dive, Warren Buffett & Jamie Dimon on Short-Termism, Tech Monopolies, End of The Tech Superstar Era, Icahn's SandRid
- Jun 9, 2018
Michael Burry Deep Dive
MICHAEL BURRY INVESTMENT LETTERS (SCION CAPITAL) This week, I read through the compendium (link above) of Michael Burry's quarterly...