Official Launch of the Value Investing India Report

July 1, 2012 I’m proud to announce that we published our first issue of the Value Investing India Report for our paid subscribers. The first issue contains both original research and analysis covering the global macro outlook, Indian economic outlook, a full asset allocation strategy and our first investment recommendation. I’ve posted below a preview…

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India’s Confusing New Takeover Regulations and What it Means for Prem Watsa’s Acquisition of Thomas Cook India

June 3, 2012 On May 21, 2012 Prem Watsa, who is also known as the ‘Warren Buffett of Canada’ bought a 76.81% stake in Thomas Cook India for INR 50 per share. Admittedly he got a good deal by purchasing the shares at an 18% discount to the closing price on the last trading day…

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