You have rarely invested in India…
I invested twice in India. One was an investment that returned 100x! And the other was the ADR of Dr Reddys. Ironically, the 100x investment was Satyam when Satyam was good. I invested in 1995 and I exited in 2000. But I don’t invest in India because there are too many regulatory hurdles.
How successful will a cloning investment strategy be, going forward? Which investors apart from Buffett would you like to clone or follow closely?
For much of the past decade, Crispin Odey has been waiting for inflation to rear its ugly head. The fund manager has been positioned to take advantage of rising prices in his flagship hedge fund, the Odey European Fund, and has been trying to warn his investors about the risks of inflation through his annual Read More
Cloning to me is the best and the most amazing strategy. The investors that I closely follow include Baupost, Longleaf Partners, Greenlight Capital, Pershing Square, Third Avenue and Fairfax Holdings.
Full interview link here.
H/T Hardcore Value.