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ranimo

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  1. @SafetyinNumbers that is not what I'm suggesting at all. I'm saying that if one is super bullish on Fairfax (like Viking is) but still wants to limit exposure to it b/c bad things can always happen, then it's reasonable to include Fairfax India in said exposure. Hence, I was curious to understand Viking's point of view on the matter. This is not in any way criticism of the way Fairfax is managed... I'm a happy shareholder.
  2. @Viking - that, but if Prem does ever fall into a pattern of repeated errors, it will probably be different than the previous errors - he's a very smart guy (which is my basic thesis for holding FFH in the first place). So I'm not trying to predict anything, just to state that this is a risk. And my understanding is that this risk is common to Fairfax India as well. So to repeat my question - given that you stated that you'd like to reduce exposure to FFH, how do you think about managing your overall exposure to Fairfax entities?
  3. @Viking you recently mentioned you were trying to take your exposure to FFH down to 33% or thereabout. Since FFH and FFI are both subject to some of the same risks (basically, the risk that Prem loses his touch and keeps making errors in judgment), how do you think about managing your exposure overall to Fairfax entities?
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