3x Somethings
Something new, something interesting and something fun
Every month or so, I will send out a note with 3 short sections:
Something new (or further details) on one of our fund's holdings
Something interesting related to investing
Something fun you might enjoy.
As always, please reach out if you have any questions or comments.
Tim
Something new with McElvaine Value Fund
I was recently at the Berkshire Hathaway and Fairfax Financial meetings. Fairfax India is one of our holdings. Ben Watsa played this video on Kempegowda International Airport which is a significant investment of Fairfax India:
Something interesting
Geopolitics is always confusing and unsettling. The attached discusses China and Taiwan. Not a predication, just something to think about:
Something fun
My Dad was born in Argentina. If you have not seen this movie, I highly recommend it:
Thank you for sharing the article. Cheers. James.