Luke

Why is Fairfax so much preferred over Markel here? Feel like Markel offers similiar attributes with even Buffett buying the stock lately... I own Markel too and wondered why i should buy Fairfax if i can buy BRK or Markel as a smaller top notch insurer.

Very mixed signals from Xi, supporting businesses and common prosperity/socialist reforms, lots of FUD

Sold my stake in Alibaba and shifted the remains into tencent and prosus equally. I think Tencent will be able to circumvent regulations better than Baba (regulation wise) and has more experience in foreign investments which makes it a bit more protected against political turmoil. Also has higher Cashflow and more attractive metrics than Baba.

Wow, China is a bloodbath right now!

I see it like that aswell.

What do you think will happen for chinese stocks after a taiwan invasion? Will the stock market be cut off as with russia? Even if we hold share in HK? I am thinking of leaving my china positions and buying some tsm If i loose the total value anyways if the invasion happens id rather hold tsm than alibaba currently...

New Position in ASML

I think he is even more relevant today than ever and was far ahead of his time back then. Wouldnt underestimate Nietzsche. He got ill yes