Free Lunch

1) Can run by idiots..
   coca cola, cscandy, visa, moody's, mastercard, american express, crisil

2) Can't run by idiots

  amazon, costco, geico, kotak, satyam, bluedoc, domios, marriots..........kotak, satyam,blurdot

3) Markets getting confused by risk, unecertainity
 
   ipsco, fiat chylser, tesoro, frontline shipping



03/22/2017
13F filings dates of each quarter:

gifts on February 14th, May 15th, August 14th and November 14th. These are the deadlines for 13F filings with the SEC.

Dataroma is the free lunch

Manager Number Value Manager
1 Appaloosa Management
2 Cedar Rock Capital
3 FPA
4 Greenlight Capital
5 Markel Insurance
6 Pabrai Investment Funds
7 Sequoia Fund
8 TCI Fund Management
9 ValueAct Capital