Thanks Jeff, Glad you found the interview useful.
I am Hari, thanks for visiting BitsBusiness.com. I have been working in the software industry for more than 20 years. You can find more about me on my LinkedIn profile
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Please keep up the great work
especially like the notes from
Great coverage on the Investors Podcast! Look forward to hearing and seeing more!
loved your interview on investor podcast. Your comments on Black Swan book were particularly insightful.
Keep up good work.
Thanks for publishing detailed notes of this meeting. Two quick clarifications would help.
– When exactly did this meeting take place?
– Does he usually invite management team of his portfolio companies? (One of the questions in the Q&A was answered by the CFO of Horsehead Holdings.) Was there any other representation from other portfolio companies?
Any thoughts on your perspective on Horsehead? The thesis the risk /reward and any reasons the position hasn’t been increased with the current market cap share price?
First of all, a huge thank you for all the blogging and podcasts you do. It really helps a beginner like me to understand investing concepts. I am a recent graduate who started a career and have always had this curiosity to explore stock investing. Now that I am earning my own money I was looking to get into investing world and I found The Investors Podcast and you. Now I read your blogs and listen to TIP every day and I felt your work needs to be appreciated. Please take this emoticon as my token of thanks and keep up your work.
I loved your interview on The Investors Podcast about value investing and attending Pabrai’s meeting. Thanks for sharing!