mananainvesting

Added to $BRK.B

have you looked at $CNH? might interest you.

Added to my already overweight position in $FRFHF/$FFH.TO , what a sale!

I don't think getting a fair deal for FFH vs FIH are mutually exclusive, both can get a fair deal, Ex: A Stock or cash option deal would solve that. IMO keeping $FIH public if market is not valuing it to book does more harm to Fairfax reputation than if not. I understand one can make both for and against arguments, and I appreciate both views.

Added to $MKL and $NOA.

Good points and thanks for replying. Fairfax India hasn't been issuing shares for a while now so they are not growing 3P equity inorganically. Current/Early shareholders haven't had good returns either based on issue price of $10 (2015) vs $14.3 now. Whatever fees they lose I think will be mitigated by not sharing the portfolio returns with the other 60% FIH holders over the long term. If $FFH announces tomorrow they will take $FIH private at book value, I would be more happy than if they didn't. I roughly own 16X more $FFH than $FIH. Also, I think $FIH would earn better returns than Sleep Country, which makes me think it might be something to do with regulations in India that they haven't acquired FIH yet.

Hey all, My first post in this forum, although I been a lurker for a few years now. Many thanks to the kind and thoughtful posters here who have helped me better understand $FFH.TO. I have been wondering lately why $FFH.TO doesn't make a bid to buy all of $FIH.U? It is such good value, clearly the market isn't valuing it over the long run (trading less then book since 2018). Could it be because of regulations in India? I own both $FFH and $FIH. Thank you and I am grateful to this community for the knowledge over the years! Cheers

One of my positions went up a bit today after earnings report. It's my 3rd largest position. Shamelessly linking my writeup here incase anyone finds it useful, I havent sold a share yet and still think it is cheap. My avg cost is $98.9. Disclosure: I am long and not advise. https://https://mananainvesting.substack.com/p/lgi-homes-nasdaq-lgih 5956169

Any quick pitch on $SILA, I participated in the tender offer. Thanks for sharing.

Added to my $FFH.TO/$FRFHF position.

Bought a tracker position in $DLTR. (Literally 1 share). Anyone else looking at this?

Hello, anyone still following this? Starboardvalue is on the board and is pushing to reduce leverage via sale of renewable entities. AQN recently announced the sale of one of their holdings ($AY), which should bring about $1.1B in 2025. They have an ongoing process to sell their renewable business which we should hear news on soon. Below is the image from StarboardValue's presentation, note the Atlantica stake is now getting sold for a higher price. Starboardvalue presentation: https://www.starboardvalue.com/wp-content/uploads/2023_C4K_Conference_Presentation_-_Starboard_Value_LP.pdf