juniorr

how does the capital gains inclusion rate change Fairfax Investments

This was the big take away for me and made me add more stock 11.) Question: what has Prem learned from Charlie? Buying good businesses at fair prices. Strong track record Strong management “Looking for positions where we can compound for the long term.” Given its large size today, are we seeing Hamblin Watsa shift their value investing framework to more of a ‘quality at a fair price’ and away from ‘deep value?’

did anyone find out how to sign up for the 2025 fairfax india trip

Rogers and Telus dividend seems more stable...Question is does Bell cut its dividend

Thanks

anyone buying HUY / UNH

Didn't hear that need to wait for replay lol

no volume interesting again

he seems worried on his short position

it will be interesting if MW joins and asks a question lol

should be interesting conference calls and interesting day for muddy waters lol

turned green lol

The TRS is the only risk here.. They need to eventually offload the TRS at least above $1200 and it should be smooth sailing

Exactly ... I am pretty sure there could be some surprise next week ...like a buyback or soemthing...This isn't really deja vu as $FFH is now firing on all cylinders...Plus today Prem leaves $BB board they are learning from mistakes

but its ok as long as they still do good they can just keep buying back share..imagine share could goes down to 15m in the next 2 years