Solas!
The on going thoughts & musings (sometimes random, sometimes not) of Lumen Capital Management,LLC.
Thursday, June 04, 2009
Oh boy did I miss this! Proof enough that your humble scribe is not perfect! We last touched on India and the IFN in February. Then we said it was one to watch. Well we didn't and it moved higher. A lot higher! IFN is up 65% since then. We'll continue to watch and maybe look for pullbacks to invest. Many good things happening there.
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