dochood

Thank you

Does anyone know any details about the 2027 India Trip? Or know who I could contact to find out about it?

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I think it's 9% of the "A" shares, around 4% overall. It's also interesting that BDT owns 65 million "C" shares (non-voting) since 2023. Roughly 15% economic interest. Perhaps BDT shared some insights about UAA with Fairfax.

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You pay capital gains taxes in whichever country you reside for tax purposes (US or Canada) - I've never sold any FRFHF from the taxable accounts. Apparently there are some small exceptions, but they wouldn't apply to shares in FFRFH. One of the principals of the US-Canada Income Tax Convention (69 pages of gobbledygook, also known as a tax treaty) is no double-taxation. So, your understanding is correct. Hope that helps.

My family owns FRFHF in both taxable and non-taxable accounts (IRA's). The taxable accounts are subject to the 15% withholding, which in turn can be used to reduce your US Tax on qualified dividends (ie. you shouldn't have double taxation) -- the 15% withholding is generally less than you would pay in US dividend taxes (although not always). The shares held in the IRAs benefit from the US/Canada tax treaty - so, there is no withholding, similar to dividends received from US domiciled companies. Not sure what happens with Roth IRAs. I use Fidelity and they manage this process, other brokers/custodians require you to fill out a form.

Interesting video on AVDS in action at BIAL