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mikek

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  1. An interesting post on Fairfax https://tidefall.substack.com/p/fairfaxs-stealth-rally
  2. Yeah Josh is a really smart guy. I think he still owns Amazon, MKL, and Trupanion. As for the pet insurance comment, I don't own a pet but I do know a lot of people that treat their pets like family members. People seem to have a very strong attachment to their pets. It's not for me but I can see the value in pet insurance for people. I don't own Trupanion stock but the founder has some really good annual share letters. I could see why that investment could work out.
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