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TCIL and IKYA: Partnering with an Intelligent Fanatic


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A few weeks ago I had shared with you, this wonderful quote from Charlie Munger:


“You do get an occasional opportunity to get into a wonderful business that’s being run by an intelligent fanatic and if you don’t load up when you get those opportunities, it’s a big mistake.”

--Sanjay Bakshi


Find the whole Teaching Note in attachment.






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I think Fairfax is building a platform from where to make investments in India. I think we will see more investments from Fairfax in India. With people like Ajit in the team, they are going to add value for Fairfax shareholders.

I am happy to see the progress so far.

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