CharlesMunger

I see it as buying insurance on the portfolio with a decent chance of printing some money. Soxx is the most obvious one in my opinion.

Fist time buying puts - some 2027 SOXX. And some FFH, MELI

Are higher interest rates a net negative in the short term for Fairfax and positive sometime out?

Not too shabby. 5% year-end would be good, no?

Anyone has the YTD %?

Brk.b and FFH. Anyone else?

Bunch of FFH

Haha yeah i was late to the party i guess. Was buying the last 8 months or so. Ha! You are right. Hope this share count number continues getting lower dramatically

Keeping averaging down here. Already got way too much but hey its cheap? A double in 5 years from these levels? Market Cap $36 bn $1.5 bn Underwriting profit $2.5 bn Interest and dividends $1.0 bn Income from associates and non-insurance consolidated income $150 per share after taxes, interest expense, corporate overhead, and other costs. Before fluctuations from realized and unrealized gains and losses in the stock and bond market At whihch level would you think Prem privately would load up the truck again?

So Chubb, Wrb, Brk, Markel, et all up - FFH down? Interesting lets see if this continues after earnings

97.4k shares just traded - might have been FFH?

Another 4% down. Added a bit Edit: now 8% lol. Buying more. Hope Prem is smashing that buying button.

Another 50k today at the opening?

Fairfax appears to have continued repurchasing

Thats what the general category looks for me.