ValueMaven
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Posts posted by ValueMaven
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The consolidated undiscounted combined ratio of the property and casualty insurance and reinsurance operations was 93.6%
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Have been buying the $1,000 GS Preferred's with a coupon of 7.5% !! Currently trading at $101 - so the YTM is 7.3% or so. Institutional Preferred' so do you dont have idiot ETFs/PFF swinging the prices around. I view this as 'Cash Plus/Very Low Risk'
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What's going on with ODFL? Down again ...
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Also bought MSCI today ... was down -15% at one point. Huge switching costs and I like their approach to capital allocation. Rare to get a quality compounder like this on sale.
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anyone have a link or PDF of the AGM slides please?
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helpful @Hoodlum thank you
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Very odd - FRFHF opened down nearly -4% today in the US Market. Was able to add more in size around the ~$1055 level USD. Just very odd opening action in the first 10-15mins of trading. Has since normalized a bit.
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@Parsad thank you for all of the updates! You rock
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MuddyWater's posted a video on Twitter basically asking for the public's help in finding dirt on FFH.
I guess he didnt do enough homework himself.
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Micron up 15% in AH trading
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Kennedy Wilson's stock has been in freefall recently ...
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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.
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Great overview of BIAL in Fairfax India's Annual Report (!!!)
https://www.fairfaxindia.ca/wp-content/uploads/Letter-to-Shareholders-2023-Annual-Report.pdf
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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.
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This is Prem's best letter yet !!!
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Should be dropping in a few hours ... no?
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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!
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Good luck to anyone trying to battle Munger, Tolles, and Olsen
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Greenlight for IPO. This is big and adds to FFH's book value
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MU has been on FIRE recently
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Whats the best way outside of the Ks & Qs to look at Fairfax's equity portfolio?
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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??
Buffett/Berkshire - general news
in Berkshire Hathaway
Posted
https://www.wsj.com/finance/stocks/apple-is-buffetts-best-investment-its-also-now-one-of-his-riskiest-fb11f9a2?mod=hp_lead_pos3
This time, Buffett asked Combs to identify a stock in the S&P 500 that met three criteria. The first: a reasonably cheap price/earnings multiple of no more than 15, based on the next 12 months’ projected earnings. The stock also had to be one the managers were at least 90% sure would enjoy higher earnings over the next five years. And they had to be at least 50% confident that the company’s earnings would grow by at least 7% annually for five years or longer.
Combs’s research pointed to Apple, the same stock Weschler had already purchased.