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Showing content with the highest reputation on 05/13/2026 in Posts
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The key is a management team that takes advantage of the opportunity. Fortunately for us, unlike a lot of management teams, Prem, won’t take the company private and keep the opportunity for themselves which is a big risk in this market structure. Please see KW.1 point
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Ensign Energy and Garret Motion are small position but they are performing quite well1 point
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This is a small position for Fairfax, but Ensign Energy services is up ~72% YTD! Fairfax owns ~20% of $ESI.TO. Current Mcap of $ESI.TO is ~$800M CAD.
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