hardcorevalue

Still drifting lower. If this gets back down to $12 or $13 again, I'll definitely be buying even with the fee structure, some real value in BIAL that's being marked conservatively even if the IPO never comes. Honestly, I'd prefer a sale to Adani or GMR as even within Anchorage it will be an orphaned asset given its scale and then we would just be complaining about a discount on Anchorage...

$CROX yet again. 15% earnings/fcf yield here. Me and Norbert Lou lol

Been buying $CROX all of the past week

Good to see the associates fund had a 1/3rd of its cash deployed vs 2024

Any idea what it was for the past few years or is this a big increase in cash?

As a shareholder of fairfax india for half a decade, of an obscure canadian listed overseas fund I've seen how these vehicles will typically trade at a discount for many years!

bought more crox

CROX

Glad it's working but actually committing capital a "wife portfolio" makes me think we are closer to a top in markets than a bottom.

Will probably goes as well as his race against Loeb (where he got destroyed). Bill has gone a bit psycho recently so I'm saying no chance he wins.

UNH what can I say I'm a sucker for believing in corrupt government and insider buys

I like FFH because it is the 1% of companies that think long term. I hope the shareholder base here doesn't devolve into the stock split crowd over time.

I sell everything if they ever split the stock

What's the bet on $PLTR. looks a bit pricey to me at 100x rev?

bag holding lulu

You guys are too smart for posts this dumb.

Agreed James. There were literally billions grifted by his crypto. A plane isn't going to make any difference. They are extremely loyal at any cost. This won't change anything.

You guys all should be hoping it's down 7%. If a fat finger AH trade freaks you out, your position is too big.

Agreed! This Trump admin is moronic and a danger to democracy but I don't really see how that affects AI demand and transformation. Bears always sound smart but get owned over the longer term. Never bet against the US especially at only 20x forward, there's no bubble here.

This hardly seems as bad as the GFC and we already fell 20% at the peak drawdown. The US will fold very soon and both countries are exempting products. The US probably puts a ~10-20% tariff on most countries Why is everybody so concerned? Are you guys expecting a 50% drawdown or something. Just focus on individual companies that have great upside seems a better use than perma bear stuff.

Give us your oil elevator pitch!

The amount of cope from some posters here is hilarious. Either way we all have to adapt, we have 4 years of this.

Anybody looked at Greenfire? Won't this be taken out by them eventually?

PDD

Been adding DND.to all week. This is probably at 20% fcf yield with Canadian real estate transactions normalizing a bit and there's the upside with actually running the company properly under new management Stock under pressure as the ousted CEO is likely selling.