Junior R

I think problem one is FFH is to volatile for most...two in Canada people prefer dividend increases without realizing total return matters more....thats pretty much one of the reasons why IFC gets a higher P/B and higher P/E ..

the good think with BRK.B they have alot of cash on hand and trading close to 1.2x to 1.3x ...so they could pretty much make big moves...FFH and MKL is also a good buy

what country are you in

another thing one needs to also consider if the GEM Anchorage Infrastructure IPO (BIAL) and say that pushes FIH to $30 to $50 USD a share in the next 5 years what does that do for FFH ...there is a lot of hidden gems in FFH

you have to also take into consideration the float which reduces the CAGR needed

this time is difference that period was due to hedges ...I am pretty sure buybacks are going go more aggressive and the business are improving ...fixed income portfolio is also contributing

more FFH

added here ...we all know they going buy more shares so this is not a bad thing long run

more MKL

added MKL

added FFH on the dip today morning got to love FFH dips lol

Also for FFH to hold the TRS they see the value in FFH

also added

just get share count under 15 m lol

good news for FFH they could now push their estimates another couple years

Thanks nothing big than lol

what happened to brown and brown today

any news

will be market up significantly

One thing I did notice is last couple Q when we hit quite period stock drops than after earnings it starts recovering again...this is a low volume stock

Fairfax and BRK.B is different as its kinda like an active ETF but with less trading and a longer track record ...as long as Management adapts and P/B doesn't jump to like 3x combined with PE of 15+ (for next couple years) than you can hold but with other stocks as you can see now days a lot of changes so its hard to hold stuff when stories can change quickly vs before ...

will also add KKR added PAX

Everyone one is just letting the plants grow lol

No questions means bad performance review for the Analyst ...they got to show the boss they working...I think one person took the call from the car lol

your right on time QA will start soon