juniorr

Fairfax India

@gamma78 "I think its singular that Prem actually called out the lesson he says he learned from Munger in the AGM, meaning that finding compounders you don't touch for a very long time is important. " ...This is what makes you want to hold FFH for a long period of time @valueinvesting101 I did by HDFC on the recent dips I think from todays call we can state that Prem is doing the right thing and letting the younger generation handle the calls. The question that always comes up is who runs Fairfax after Prem Retires..but this is getting these folks ready

TD

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

why just keep the company public and just announce a big buy back on earnings

No need just let stock drop and buyback shares...They always mention Henry Singleton

my limit orders FFH at $1200 FIH at $13.50 lets see if these get filled...I except next week these will recover ...Fairfax really needs to cover the swaps its good when stock goes up but when it goes down its another story lol

I think what FFH really needs to do is get rid of the swaps at $1300 to $1400 and not over leverage on there own stock

good find

same have order at $1200