Junior R

The ones mispriced give you the best returns if it works out

will also add more soon...I think they are recycling articles ...the drop yesterday was due to Bloomberg article about 17% outflow on tech fund which was already out there for a month lol

Hopefully same price when Tokyo opens Monday..

I was being conservative didn't want to say something short and than giving someone else disappointment lol I want to see share count under 15m by then

from todays price could be a double in 5 to 7 years lol as long as long as they follow the new fairfax model lol

under $2200 cad good day to add

Small position .. MSFT selling is over blown ...market doesn't like that a high amount of accounts receivables from open-ai ... this is a quick swing trade Also own some google already I think Google trades at higher valuation then MSFT now

MSFT and CRM might be a falling knife though but CRM is to cheap now

Vdy / xdiv +1

@Parsad did you convert your USD back to CAD

added owl

right now Fairfax cannot directly buy stock...Only the broker can using parameters they provided before quite period started...

the question would be how much of there business is distributed by AI...probably better way to approach this if you have low cost trades and you wanted to enter is find out how much you want to buy and break it into 10 and buy ever 2 weeks if price rises to fast don't add just leave the position you have...I am going enter CSU and CRM soon but not sure when as this space is hated lol

sales of treasuries is a good thing could be another couple years of good income from bonds

Same thing happend last q probably drive down price but this is an opportunity

Smae thing happened last q during quite periods...seems like shake out people see it tank sell ask questions later but I added

same

Thanks CRM seems like a good buy soon...They got the costumers data so easy to integrate with AI bots

Why is software names getting hit today?

If you where all cash - What would you add in 2026 with many stocks being over priced?

easy for it to happen given the small size of ffh compared to brk

I forgot to include cash also...The index seem to have topped ...Needs a healthy pull back of 10% to get buyers back...this means other stocks could be lower lol