These notes are great and I thought both Prem Watsa and Francis Chou’s comments on RIMM were extremely interesting. Also if the U.S. banks weren’t so cheap Bank or Ireland would be among the first European banks that I’d be taking a look at.
http://www.gurufocus.com/news/178463/the-latest-comment-on-rimm-by-prem-watsa
INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.