Nnejad Posted March 3, 2014 Share Posted March 3, 2014 http://business.outlookindia.com/article_v3.aspx?artid=289651 EDITOR’S NOTE Greater Than The Parts How Fairfax’s investee companies in India fit together and how they intend to grow independently while also benefiting from each other Toronto-based financier Prem Watsa has established himself as an astute investor and has a track record to prove it. While the investment style of Fairfax Financial Holdings mirrors that of market legend Warren Buffett’s Berkshire Hathaway, there is one key difference. Buffett has shied away from making investments in India. Even his brief entry into the Indian general insurance market through a corporate agency was eventually wound-up. Watsa’s Fairfax, on the other hand, has made a major investment in each of the past three years. Watsa is replicating his holding company model in India through Thomas Cook and that provides an opportunity for Indian investors who subscribe to his investment philosophy. Our cover story this issue tries to understand how Fairfax’s investee companies in India fit together. Thomas Cook, itself a powerful brand in the travel space, has bought two companies that have the potential to grow with capable managers steering them. How these three companies intend to grow independently while also benefiting from each other is the focus of our story that starts on page 44. I think this is the link to the article. I'll probably cave and pay the 99 cents for the digital issue. http://business.outlookindia.com/article_v3.aspx?artid=289664 Link to comment Share on other sites More sharing options...
JEast Posted March 26, 2014 Share Posted March 26, 2014 One of the better, if not best, articles I have read explaining part of the hidden story on Fairfax via Fairbridge Capital (the investment arm into India). Cheers JEast Link to comment Share on other sites More sharing options...
Grenville Posted March 26, 2014 Share Posted March 26, 2014 It's free now for me. Link to comment Share on other sites More sharing options...
giofranchi Posted March 26, 2014 Share Posted March 26, 2014 One of the better, if not best, articles I have read explaining part of the hidden story on Fairfax via Fairbridge Capital (the investment arm into India). Cheers JEast +1 Thanks for posting, Nnejad! :) Gio Link to comment Share on other sites More sharing options...
ourkid8 Posted March 26, 2014 Share Posted March 26, 2014 Has anyone bought into Thomas Cook India directly or playing it via Fairfax? Tks, S Link to comment Share on other sites More sharing options...
wisdom Posted March 26, 2014 Share Posted March 26, 2014 You cannot invest directly in stocks in India unless you are an Indian. Link to comment Share on other sites More sharing options...
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