Monday, February 27, 2012


I had never waited this way for a Buffett letter as I did this year.
1. I think it might be Ajit Jain who will succeed Buffett. Tony Nicely might be a runner-up choice.
2. He is so optimistic about recovery - interesting
3. IBM is the next KO?
4. First time that an Indian JV/ association/ venture has been mentioned - some Kundalia family

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