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?
How Warren Buffett Uses Discount Rates To Value Stocks
Warren Buffett has never detailed the process he uses to value the businesses he acquires for Berkshire Hathaway. However, over the years, he has provided some limited insight into his methods. Q3 2020 hedge fund letters, conferences and more Based on these comments, it is widely assumed that Buffett uses a discount cash flow model 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.