Teva Pharmaceuticals – a great business at a reasonable price?

Ori Eyal is doing an internship at Aquamarine. He did this write up on Teva Pharmaceuticals. Teva Pharmaceuticals Write Up Teva Pharmaceuticals – a great business at a reasonable price Date: 12/17/2004 Ticker: Teva Stock price: $29.28 Market Cap: $17.8B Enterprise...

Victor Davis Hanson on National Review Online

This is an excellent explanation of the US’s policy in Iraq. It still astounds me that there are so many people in the free world who want to see it go wrong. Victor Davis Hanson on National Review Online

Updates from Aquamarine – November, 2004

Quarterly Reports now available for Aquamarine Fund Inc. and Aquamarine Value Fund L.P. 100 Women in Hedge Funds raise $2.2 million for Big Brothers Big Sisters at 3rd Anniversary Gala and Benefit For the third year in a row, Amanda was the Chair of the Gala Committee...

Books on my bookshelf

Books on my bookshelf right now: The Alchemist – Coelho On Tyranny – Leo Strauss Attachment – Bowlby The Anticareer guide: Rick Jarow The Man with 1000 Faces – Campbell

Pushkar Bedekar

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,...

Updates from Aquamarine – September, 2004

Quarterly Reports now available for Aquamarine Fund Inc. and Aquamarine Value Fund L.P. Aquamarine hosts a luncheon at the House of Lords On June 8th, Aquamarine hosted a luncheon at the House of Lords. Guests were treated to a private tour of the House of Lords and...