Junior R

@SafetyinNumbers can you please let us know the bargain stocks? I am also having trouble at the moment finding cheap stuff lol

Mostly likely during earnings

Nice gains everyone for ytd...STLC and FFH has been very good contributors

Nope never might be first time

I would rather have David Sokol as Fairfax ceo over Ben

Lol inda etf 5 year is up over 70%...I think we are closer to IPO maybe sometime in 2025 or early 2026

India indexs hit all time high today lol we are still waiting for FIH

Also its hard to go to 0 when each of the companies are separate companies vs the holding company...Its more about risk reward if you buy FFH at 1.4 there is possibility it corrects...The real big risk to FFH is what happens when Prem leaves and his son/daughter take over

Lol would that be in USD or CAD

Anyone here use Fastgraph or any alternative?

maybe shorts lol all good as long as Fairfax keep growing book value and eps

52 week high over $1700 CAD today lol

I think the IPO is due to some back and forth with government as stated on the call...Eventually will get sorted out and if it trades 10%+ above value on balance sheet it should give a good gain

Asia you could pretty much find something for $500 to $1200 cad a month....better fruits and vegetables Sydney and nz is nice but rent is higer

good to see them adding more to portfolio ...Need the IPO to close the gap to book value

Who shovels your snow when your gone lol

@MMM20 Nice...How do you fund your day to day expenses? Do you use dividends / bonds / sell stocks? What was your compounded rate before when you had a job? Was it less then 25-30%

lol good one its interesting number of people who do not maximize there tfsa

@Viking Nice post what stocks did you own in 1999 during .com bubble? Which of the 3 bear markets was your best one? I think 2020 since you were fully in cash and that's when mr market gave us all a good opportunity on FFH 20% cagr over the 25 years is wonderful

all time high hit today again

Biggest buys APO, FFH, FIH.U, NKE, STLC STLC was biggest buy before buyout lol

@dealraker what did you own in this account before shifting strategies?

@dealraker so 30k invested in 1994 is now $1,578,273.42? What stocks do you hold in the IRA or is it the ones you stated above

Its not really bad if you sell a stock at a price you no longer will buy it for (given you did some calculation to say its overvalued at that price)...Only bad thing would be if you calculated the intrinsic value incorrectly and the stock shots up For me I will revisit my thesis when FFH gets to 1.2x book value..If things work the way we expect it to work..This might take awhile as the book value will keep out pacing the stock price unless the crowd jumps in lol Someone correct me if the historical price is wrong or any splits BKB.B CAGR over 20 years 11.36% Price in August 2004: $57.62 Price in August 2024: $448.77 FFH.TO 11.81% (not accounting for dividends) Price in August 2004: $183.00 Price in August 2024: $1,540.93 QQQ 16.38% (not accounting for Dividends) Price in August 2004: $33.06 Price in August 2024: $481.27 SPY 8.55% (not accounting for Dividends) Price in August 2004: $108.52 Price in August 2024: $559.61 Over the last 20 years FFH has slightly out performed BKB.B excluding dividends I think for the next 1 to 5 years FFH will out preform