ValueX Zurich/Klosters around WEF Davos

I am going to be at the ValueX Zurich/Klosters event hosted by Guy Spier and John Mihaljevic on 2nd and 3rd Feb. This is a get together for like minded value investors to exchange and discuss ideas. We will be in Klosters right after the World Economic Forum in Davos. It is like a mini-Davos for value investors. More...

India is not built for visitors

One of the questions I always get asked by visiting investors or colleagues is why India does not look anything like China, Thailand, Brazil, Eastern Europe or any of the other emerging countries of the world.

I visited Thailand and Indonesia for the holidays this year and I think I have the answer for my distressed India watching friends. More...