Monday, September 03, 2007

Fairfax Mentioned in Value Investor Insight

Fairfax Financial has a write-up in the August issue of VII by Whitney Tilson, with a price target of $365 (albeit, using some faulty numbers). Anyways, their thesis repeats what I've been saying here: Large CDS gain potential, and a hidden value in ICICI, combined with an overall very undervalued market price. I'd also add bond gains. Sorry, no direct link, as its subscription only.

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