Leaderboard

Popular Content

Showing content with the highest reputation on 06/06/2025 in all areas

Fairfax India new issue

h/t to BrownMarubozu for posting this interview on twitter. Good stuff on BIAL ->
- June 6, 2025
1 point
Fairfax stock positions

Fairfax's equity portfolio continues to perform very well in QTD-Q2. The equities I track are up $1.6 billion or $73 per Fairfax share (pre-tax). The mark-to-market increase is about $700m or $32 per Fairfax share. This doesn't include mark-to-market gains from Digit (perhaps another $150 million?). Currency is a tailwind.
- June 5, 2025
1 point