hardcorevalue
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Posts
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hardcorevalue's Achievements
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Yes, the joys of running public money. I hear it from investors that question why we are sitting in a flat stock for over a year while tech is running every month but that's the job! Hopefully they give me that 5-10 year time frame!
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Doesn't look like Mr. Market will agree with 2x book or 15x PE anytime soon!
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Has the real estate angle been discussed any where, that would interest me more. Although I don't think it worked out very well when they took that angle with ToysRus
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All I will say Fairfax often has many headscratching investments! If this wasn't in Canada, would they have bought it?
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NVDA is 23x jan 2027 earnings. 17x jan 2028. no idea what he's talking about
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CHTR, I get the debt but the trends aren't that bad and any catalyst like a slowing of broadband losses or a dividend could push this higher fast.
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maybe we start a thread, but why won't used cars naturally flow to FB marketplace instead of autotrader? I see tons of cars listed there now, they don't even charge anything, and more trust with verified identities.
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Everybody is bearish on FFH short term, even the bulls! we might be getting close to an epic run!
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2026 is wild! Good luck!
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sorry TSMC !
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or Buffett on ASML
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If FFH drops below $2000 again do you think they would ever consider a SIB? Or is that not cheap enough still? $1700? That would be below stated BV
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They are depreciating the chips over 7 years while the underlying tech will get commoditized. This chip demand won't last IMO.
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I'm maxed out on position so no adding for me but it's tough watching it sit here for a year. I guess I should blame myself on position size and remember the previous 5 years and be grateful! Management has been doing a fantastic job.
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I should be a swing trader... $FFH under $2200 again.