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Showing content with the highest reputation on 05/01/2026 in Posts
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Pretty nonsensical move as others on the board have pointed out. I find it surprising because there were no surprises in the earnings, they were in line with my expectations. If anything the premium growth was a positive surprise. Well, markets are not efficient in the short term. At these prices I expect the buyback to progress at 1% a month pace similar to March.1 point
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US$1,605 - Could not help myself. - Added another 10% to my largest position. $70/share in earnings in Q2 looks to be a conservative estimate, so, that means $100/share in 1H of 2026 which puts them on pace for another year of EPS in excess of $200. Selling for just over $1,600... -Crip1 point
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FFH. Looks cheap. Anyone follow it?1 point
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Well the board called the price action and Viking the EPS We have it all covered.1 point
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