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villainx

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Everything posted by villainx

  1. If life was a TV show, this is like a throwback to Berkshire's earlier type of investment.
  2. Hahaha, this thread is Analyzing Brett Horn.
  3. If you don't think that's the reason, then what is it?!??!!!!!
  4. seems like 19-20%+ Monday will put him back on track?
  5. I don't know, that Blackberry thing is still there. For me, definitely a feature!
  6. If "complexity" keeps the price from running up, I'm okay with it.
  7. what about on day 295?
  8. Isn't this - generally - similar to what men want?
  9. I’m waiting for the fat pitch for my kids. My wife is less patient, any $ in her accounts she wants to buy. Normally either VOO or TSLA or BTC, so … I don’t know, Fairfax seems like a good spot to park cash for time being. She’s either slow and steady or follows the meme.
  10. Yes, facetious. I have an ok position here, but slow to build spouse and kids a sizable position. At same time, Fairfax seems like it’s reasonable value to add for them. Maybe.
  11. FRFHF down 1.42% today, hold or sell? or buy?
  12. I go off the vibe here and I increased position 5x. Just kidding about vibe, but I'm not as rigorous as I should be.
  13. Is it because it went up a lot?
  14. IDBI news soon? Or there's a bit of silent period after bids enter?
  15. That was right in Covid? I guess I meant I don’t see other companies doing swaps, even with inside info and buyback capabilities. And even well positioned companies can have share price languish for a long while.
  16. Is it? I mean is it for other fairly well run companies? Fairfax entered into TRS in 2020, at that time, there was definitely at discount, but could be argued not outrageously discounted? Since then, Fairfax has had a meteoric rise, but ... in another timeline, stock price could stay irrationally discounted longer and might have led to more issues? I guess my gist is that other companies could have adopted same strategy and things could have played out differently?
  17. Humblebrag!
  18. Keep at it and good luck!
  19. Trying to be patient. Almost everything I have been looking at has either risen above margin of safety or reach around position size I'm comfortable with.
  20. My 10 year old said his 3 favorite books are Bridge to Terabithia, Where the Red Fern Grows, and the entire Ranger's Apprentice series. I think he read it a couple of years ago.
  21. Do you agree on the rates of each service before hand? I mostly partner with extended family and while it was never stated before hand ... so far I've only asked for token amount for day to day property management.
  22. This could not be more true, from my limited experience.
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