Sources
BROWSEEvery indexed document — letters, memos, speeches, interviews (19)
V. Prem Watsa, decoded.
A 40-year, free, complete CEO-letter run — the single best compounding narrative in the cohort: Nikkei puts (1988–90), the $18B-notional CDS crisis program (2003–09), the India build-out (BIAL 74%, Go Digit IPO), and the
19 SOURCES7 RESEARCH UNITS3 THEMES0 COMPANIES0 EVENTS6 DECISIONS
INDEX PAGES — CROSS-REFERENCE GUIDES FOR DEEP RESEARCH
Companies
BROWSEAll companies referenced across the indexed record (0)
Themes
BROWSEThe canonical ideas this investor actually addresses (3)
Decisions
BROWSEDocumented actions with sources and outcomes (6)
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