Santayana
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Posts
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Santayana's Achievements
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@Parsad I highly recommend Sheringham Gin made a few miles outside of Victoria.
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And by not accounting for that gain, they are ignoring whatever future earnings will be created by the investment of that gain, whatever it happens to go towards.
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Date yourself without dating yourself - How many?
Santayana replied to rogermunibond's topic in General Discussion
Rotary phone? My grandparents had one of these bad boys. Do I get credit for 21?
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While this could negatively impact the value of Fairfax's admittedly very large treasury holdings, isn't this a positive in the long run as they will be getting a higher yield in the future?
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I was wondering if this move had brought it close enough to book value to get you buying again. Gotta love the volatility!
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I blame it all on Parsad's US Treasury risk thread! I had trimmed a little at $1900, adding some of that back now.
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@gfp's point is true regardless, it seems the stock is trading up on the ex-date!
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That's why I said if you held at the open, purchasing today would be too late.
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I think today is the ex-date, so if you held at the open today you get it.
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This seems to be how Brett Horn looks at Fairfax, because insurance is a commodity it’s a “no moat” company and thus overvalued. Morningstar has their model and exceptional management doesn’t fit in it anywhere.
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Thank you!
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This is the skill that @ERICOPOLY has said was the most important to him.
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So many great buying opportunities.
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Thanks for reminding me of that detail. I always forget how the plumbing is working behind the scenes.
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Excited to see what they do with the proceeds. Or maybe this is how they're paying for buying back the preferreds.
