anshulp

I really enjoy listening to the defense & aero report as well, and try to listen to the roundtable and reports every week as well!

Also you can't really do anything when its a propriety part . End of the day who else are you going to buy from lol

Let me know if you want to see more . Technically can pull up top 150 reported.

Oop got to check that out. Rights expire nov 29th also.

This one really interests me. I've been watching it for the past 6 months ish ( I think thats when the first announcement was? ) They did a big warrant offering though that Americans couldn't participate in sadly.

np

yeah if you email them they will send a copy. Its an awesome read.

https://www.investingthetempletonway.com/rising-star-ben-watsas-views-on-india-fairfax-beyond/ I recall he mentioned some performance numbers in this podcast for his India fund. I believe it did really well. 50+% return one year etc. I found a copy of the performance of his small and mid cap fund between 2020 to Feb 21 2023. 2022+-+Dec+31+-+MFF+-+Annual+Review+-+Final.pdf

Thanks for sharing this, looking forward to reading.