Ori Eyal is doing an internship at Aquamarine. He did this write up on Teva Pharmaceuticals.

Teva Pharmaceuticals Write Up

Continue reading "Teva Pharmaceuticals - a great business at a reasonable price?" »

Posted by Guy Spier at 10:44 AM | Permalink | Comments ()

After giving a talk on investing at Boston University business school, Pushkar Bedekar was one of the people who came up to me afterwards, expressing interest in investing and hedge funds. I told Pushkar what I tell almost all people who approach me in that way, "Pushkar, your best shot with someone like me is to find a way to add value. If you find a way to do that, I will then be indebted to you, and will feel obliged to help you"

Continue reading "Pushkar Bedekar writes a report on Crisil and gets a top job at Novartis" »

Posted by Guy Spier at 09:28 PM | Permalink | Comments ()