« Reply #156 on: March 22, 2014, 12:22:12 PM »
What Would You Do if You Were Prem Watsa? by Cove Street Capital
http://covestreetcapital.com/Blog/wp-content/uploads/2014/03/Cove-Street-Capital-Strategy-Letter-16-March-14.pdf
That is an excellent read - thanks for posting.
I agree: a good read. Though, I would say the author focused very much on what went wrong in the last 3 years, and not nearly as much on what went right... Of course, what went right has yet to produce gains and significant financial results, which imo will materialize in the future. Therefore what went wrong I think is much easier to see than what went right.
Gio

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