vakilkp

Nuke

@hasilp89 - water, formula, wipes, diapers, diaper rash cream, booster seat, changing pads, insect repellent and a light stroller. We would just take Costco/kirkland package so we didn't run out (water is easily available). Most if not all of these are available in India but in some places not that easily. Strollers are a pain to navigate as space is limited. Our toddlers had a blast as first time with livestock and the sheer number of people. As Jaygo, mentioned pack some meds and a thermometer. December is cooler but never know. I grew up in Mumbai so am partial to it but Agra, Delhi and Rajasthan should keep you all busy. Depending on where you are in gujarat, do go to a resataurant where they serve gujarati thalis (brazilian bbq style). Mumbai has those places as well. Food may be spicy even if you say no spice esp. in Rajasthan. Have fun.

@longterminvestor - thank you for all of the information you have shared. 1) game within a game - you mention clients perhaps controlling for exposure (reducing trucks, employees etc.). If the premium is paid annually, is this something during renewal/quoting cycle to minimize next year's costs? 2) your comment re upcoming months - is this from a broker perspective where rate goes down and maybe exposure too? If so, brokers should come down in price but consolidation may keep a floor on prices of brokerages? It seems that the bigger and proven ones are to stick with for investment purposes.

Is this in terms of current price of FFH or the mechanics of the TRS? Thanks for the running commentary

This is correct and funny. Gfp thanks for the posts and not just this one.

@dealraker - you are not invisible to some of us. Your long term perspective is well needed and also appreciated. Completely agree it is about looking in the mirror and answering the question for oneself. Doesn't matter what others will state. There are too many calories being burned on this short report. The motivations for MW are different than for long term business owners. Wish the stock had gone lower frankly but oh well.

Agree with Spek. Hence more gratitude to and appreciation for @Viking, @gfp and others who have provided all of their analysis and aren't afraid to be challenged. Not sure if there is much value in tracking what Mr. Horn has to say frankly.

Danaher and TMO. I believe @Spekulatius has posted on or tracks DHR.

@CorpRaider @ICUMD - would pa (physician assistant) be a better option then a MD?

A friend of mine tried CoCounsel (https://casetext.com/cocounsel/) and was impressed with it. @Saluki - I believe it integrates some aspect of case law research. I am in private practice as well and having tried Bard and ChatGPT for certain templates, I do believe low level tasks can be replaced today. There may be a market to have a better query editor so that the result (in the first try) is better. Not sure where the opportunities will be for new lawyers but perhaps document review is replaced with managing queries and cross checking AI results prior to going to senior attorney. I dreaded document review as a new patent trial associate but ediscovery is much better now. I suspect an AI tool which incorporates database of your practice/firm/company will help.

Update on IPO. Gist of the story and link below. Go Digit Insurance re-files IPO papers after regulator concerns. Go Digit's latest filing shows it has changed its employee stock rights to stock option plans after approving the plan through a special resolution on March 27. The company, last valued at $3.5 billion by Sequoia Capital, provides general insurance services. https://www.livemint.com/market/ipo/virat-kohli-backed-digit-insurance-re-files-ipo-papers-after-regulator-concerns-11680247861129.html

@Viking for Fairfax also @gfp, @SharperDingaan - energy @BG2008 for RE as well including the folks you have listed....and @dealraker for perspective...bunch more as well. thank you to all of you for the great work you do

Bangalore airport IPO could be coming next year. https://www.livemint.com/market/ipo/bangalore-airport-ipo-could-be-coming-next-year-11668658807809.html

Appreciate the comments from cubsfan, bluegold on lifting/exercising. It is inspirational. Another to add - incorporate meditation and/or breathing along with yoga. Exercise your brain and maintain flexibility. I am not in the 50s but in much better shape now -- I do P90x, Insanity, weightlifting, cardio, 15 minutes of meditation and 2 days of yoga. These activities along with time with family/friends and reading round out my top three. Hoping I am not a couch potato in my 70s.

Good point, and that day may come. I also own BAM and have similar concerns expressed about Flatt. There is a proposed email from an ATCO shareholder in the ATCO thread if anyone wants to join the cause. As @Viking pointed out, this is good for FFH but maybe not compared to buying back FFH.