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Really Great Piece from II on Chandler Brothers


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thanks hester & pof

 

fascinating story and incredible returns!

 

looks like they beat buffett & watsa by a wide margin, do we really believe these figures?

 

from reviewing annual reports and following the whole story, I have zero confidence in a clean sino forest

 

it looks like chandler has plenty of experience with shady management that operates in difficult environments

 

going to be interesting to see how this turns out.....

 

regards

rijk

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thanks hester & pof

 

fascinating story and incredible returns!

 

looks like they beat buffett & watsa by a wide margin, do we really believe these figures?

 

from reviewing annual reports and following the whole story, I have zero confidence in a clean sino forest

 

it looks like chandler has plenty of experience with shady management that operates in difficult environments

 

going to be interesting to see how this turns out.....

 

regards

rijk

 

Don't forget to include the amount of risk they took when looking at their returns!  I'm sure it was all calculated, but they took considerable risk, especially in Russia it seems.

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