Junior R

more FFH

any reason why this is down today?

same at 50 cents

https://seekingalpha.com/article/4705673-fairfax-bial-is-worth-substantially-more-than-the-current-recorded-value The real question is when this IPO will happen and that might help close the gap based on the value...This stock requires patience ..I been adding this year under $14

same lol

These would be paid by CRWD as the outage was caused by them..this is like a JNJ/MMM moment for this company..The insurance companies would not insurance software you buy from a 3rd party https://x.com/jeremyphoward/status/1814364640127922499

Did you hold any other stock?

another 52 week high

I think he posted top of the page but heres another screenshot from Canadian insder

the next thing I think could happen within the next 1 year is the Bangalore airport IPO...which should add more gains to FFH...I just hate that FIH is so hard to buy as there is no volume and I try to put low ball offers like $13.90 lol

this deal could be over $70 CLF is trading up...If CLF goes up we make more as the deal includes partial CLF share

The dividends would make it way higher as they paid many special dividends ...I think last year was $4 CAGR is prob 20% with Dividends

I am hoping FFH doesn't move on this news...I am looking to move these proceeds into FFH

What is your other 2

on sale again

Which NCAV stocks

https://economictimes.indiatimes.com/markets/stocks/news/fairfax-group-to-sell-a-9-72-stake-in-csb-bank-via-block-deal/articleshow/111290588.cms?from=mdr

Is CSB higher then the price they paid in 2018?

@Viking do you ever do swing trades in TFSA? Also STLC is interesting price level I been adding

another good day to buy added some around $13.85

@rajpgokul nice write up...What are your top picks in India that trade on the US Stock exchange

They should be able to sustain a drop unless stock price goes down 20% ...that would impact earnings ..It would better for them to close the swaps and just eliminate any risk to earnings...Swaps work really good when stock prices follows the direction but if it goes other way could start causing some serious impact

If stock drops due to market pull back it could cause fairfax to make payments to the entity that issued the swaps quarterly or what ever the term is... which will impact earnings

the real issue that caused no growth from 2012 to 2019 was the negative bets they had placed on the market. When those bets paid of with great financial crisis FFH got over confident....they have learned from there past mistakes so the future should be better where this can annually compounded 15% to 20% a year...The one risk that still around is the swaps. They need to close that