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ValueMaven

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  1. Kennedy Wilson's stock has been in freefall recently ...
  2. Does anyone have a good premier, or source for the industry? You have Waste Connections, Waste Management, and Republic Services which have been very successful overtime.
  3. Great overview of BIAL in Fairfax India's Annual Report (!!!) https://www.fairfaxindia.ca/wp-content/uploads/Letter-to-Shareholders-2023-Annual-Report.pdf
  4. Stupid idea - but what if FFH liquidated its $16B equity portfolio, and tendered for 2/3rds of the company outstanding shares ? Yes - you'd have serious taxes, but you'd get a huge spike in BV, EPS, and Float per-share. Plus you'd have massive income generating from the bond portfolio.
  5. This is Prem's best letter yet !!!
  6. Should be dropping in a few hours ... no?
  7. I actually owe MW a thank you. I was able to add materially to my position the day the short report came out. Talk about short and distort! Up about 20% in a month!
  8. Good luck to anyone trying to battle Munger, Tolles, and Olsen
  9. Greenlight for IPO. This is big and adds to FFH's book value
  10. Whats the best way outside of the Ks & Qs to look at Fairfax's equity portfolio?
  11. WEB sounded almost depressed. I get BNSF and BHE weakness - but these are super valuable assets. In some ways I think he is really trying to talk down how special these are. Nothing on MSR which is seeing really solid results. I dunno - I was left wanting more ... Also - why does he not publish the top 10 equity positions anymore??
  12. Where can I read about the history of FFH's ownership of Eurobank?
  13. No one mentioned that FFH just received (2/15) $150M from Blackberry for the convert note they issued. Prem also resigned from the board.
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