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Intelligent_Investor

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  1. Intelligent_Investor
    IDFB, for the risk arb spread. Currently around a 10.5% spread on a deal expected to close in Q1 2023.
  2. Intelligent_Investor
    Fairfax likely undervalued, but I agree with some above posters not dirt cheap. It was dirt cheap in 2020 when I loaded up in the $270s and was trading at 0.6x book.
  3. Intelligent_Investor
    Definitely higher than 10-20% of pre covid prices, where I live most stuff is at least 40-50% more expensive than pre covid, eggs for me are up 200+%
  4. Intelligent_Investor
    I just use BV+Float to determine when to buy.
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