Why I Bought Thomas Cook

[giofranchi]

Wonderful presentation that can be dowloaded from the following link:

 

http://fundooprofessor.wordpress.com/2013/12/01/why-i-bought-thomas-cook/

 

WOW! Maybe, a good investment by Mr. Watsa & Co. at last?!?!  ;D ;D ;D

 

Cheers,

 

Gio

[ourkid8]

Gio, thanks for posting.  Those margins are superb! Why doesn't Fairfax take Thomas Cook private? I am assuming restrictions in India prevent it.  Maybe this is a business we should look at taking a large stake on... Hmmm...

 

Tks,

S

 

Wonderful presentation that can be dowloaded from the following link:

 

http://fundooprofessor.wordpress.com/2013/12/01/why-i-bought-thomas-cook/

 

WOW! Maybe, a good investment by Mr. Watsa & Co. at last?!?!  ;D ;D ;D

 

Cheers,

 

Gio

[kmukul]

The stock has gone up significantly since the report was published, may we mr market will give a better entry point

[JEast]

Rumor on possible acquisition by Thomas Cook.

 

http://www.livemint.com/Companies/PqMd3lfIZn2gYCLMWamzXM/Thomas-Cook-in-preliminary-talks-for-acquisition.html