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Janklp

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About Janklp

  • Birthday 10/29/1986

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  1. Thanks! No not really to be honest. What I like in Markel is that their insurance business has the potential to double in underwriting income because it has done so poorly in recent years. But apart from that, I like Fairfax better on most other aspects. There is not tax reason behind it by the way. The Dutch system works different than in the US. We pay taxes on amounts invested and not on profit.
  2. Dear all, happy to be part of this community. This is my first post/contribution as Fairfax shareholder (new position as of August) and are looking forward to interact with all of you. I have been a shareholder of Berkshire and Markel since 2020 and have a hard time digesting why I missed Fairfax back in the day. However, still quite happy that I have decided to get the work in and become a shareholder this year. I own about 20 positions (Fairfax is currently #3 after Berkshire and Markel) and I make a report (see below) about every position every 3/6 months. Happy to receive your feedback/remarks! Cheers from the Netherlands!
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