Fairfax India - an alternative to nifty

There seems to be some interest in Fairfax India in the past few months. I am sharing a couple of relevant articles that summarizes the investment thesis in Fairfax India

This article does a very good job in plotting out longer term nos of Bangalore airport and concludes that Fairfax’s valuation of the airport is on the conservative side.

Another good article on Fairfax

Disclosure: Invested (position size here, no transactions in last-30 days)

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