Tuesday, March 15, 2016 12:37:34 PM
ot-Congratulations on krn- I sold some to buy ipi. Speculative as other people and they have warned of bankruptcy. Still look at the price sales plus enterprise value etc. Stock from 60 (2008) to .65 a few weeks ago-now 1.29.
ot- Here is book investment that I will send your way. Always Something to Do - about Canadian value investor Peter Cundhill. Forward and one chapter is about and by some guy named Prema Watsa. You can also read- Watsa's annual letters at Fairfax Holdings. He considers social media a bubble and made a considerable return in 2007 with credit default swaps.
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