Xerxes

Uber ?

Saw this on a FFH thread Barrons 2026 TOP TEN ideas. Might as well turn this into a 2026 best ideas thread. Barron's 2026 Stock Picks Amazon (AMZN) Bristol Myers Squibb (BMY) Comcast (CMCSA) Exxon Mobil (XOM) Fairfax Financial Holdings (FRFHF) Flutter Entertainment (FLUT) Madison Square Garden Sports (MSGS) SL Green Realty (SLG) VISA (V) Disney (DIS)

Thank you was not aware of that podcast.

will get back on that. Still in the 1990 in the book. That said I did listen to the podcast; I thought it was ok. But I think the host lost credibility when he screwed up the book value FX thing … as other have pointed out

They got stop calling Fairfax, mini-Berkshire. Either that or I start calling Berkshire, …. The American Jumbo Fairfax

Glad to hear it !! Thank you

Having been Malaysia and Indonesia several times now, and talking to random everyday folks, I much prefer their brand of Islam than the middle eastern ones. Historically Islam spread to East Asia mostly through commerce and not conquest as it was in the initial phase of Caliphate. So it is in the Middle East that it left the most scars as it spread by the sword. Today the majority of Muslim of population are in East Asia. That said given the majority of historical scars, and current scars are in the Middle East, most of what we know (or think we know) is from the latter and that drives narrative. That is my take. PS: On a side note, I think folks in the Western world should really educate themselves of the things the Dutch, Portuguese, French and British did in east Asia.

How about something more like: he is human and standing up for other humans.

Planning my trip for April and May next year. Looking to go back to Indonesia. This time to do Rinjani volcano on the Lombok island. But really the crux of my travel will be centred with Hong Kong as hub. From there side trip to Macau, Shenzen and Shanghai. Shenzen to see the future, and HK / Shanghai to see the past. It will my second time to China, to Indonesia and HK. And my fifth trip to Asia since 2023. Seen a lot. Learned a lot. The only downside is the very bad timing of Berkshire AGM. Which I really wanted to see live.

I think Sheridan may have just rented his “brand” while the script/production was outsourced, much like General Electric use to put his brand for dishwashers which were manufactured by a Chinese business. Demi Moore owns every scene she is in. That said the Rebecca character, corporate lawyer, is so just bad. Bad script. Bad acting etc

There are hate crime against Jews because there are hate crimes. Sadly nothing new here. This does not have anything remotely to do with IDF. if you read anything that suggests otherwise, it is probably nonsense and best ignored. Or rather change your source of news. As far as the Ahmad doing what he did, yeap, it must be hard for brainwashed Europeans and Americans to digest that. A Syrian hero. Noppppe. Goes against the “narrative”. Enter “Edward Crabtree”. A fake propped name that made the heroism more digestible.

Gemini Why landman has poor writing when compared to 1923 and Yellowstone ? While all three shows are created by Taylor Sheridan, many viewers and critics have noted a significant "quality gap" between Landman and his earlier hits like 1923 and the early seasons of Yellowstone. The consensus suggests that Landman suffers from a combination of over-extension, a shift in tone, and formulaic fatigue. Here are the primary reasons why the writing in Landman often feels "poor" by comparison: 1. The "Sheridan Fatigue" and Recycling By the time Landman premiered in late 2024, Taylor Sheridan was managing over half a dozen active shows (Yellowstone, 1923, Tulsa King, Mayor of Kingstown, Lioness, etc.). • Formulaic Writing: Critics have pointed out that Landman relies heavily on a "copy-paste" structure. It features the same "grumpy old man against the world" archetype (Tommy Norris vs. John Dutton) and the same "soap opera with action" pacing. • Lack of Freshness: While 1923 felt fresh because of its historical scope and the star power of Harrison Ford and Helen Mirren, Landman is often criticized for feeling like "freshly made fast food"—it’s entertaining but lacks the depth and stakes of the original Yellowstone saga. 2. Tone: Gritty Drama vs. "Redneck Anime" Landman leans much harder into a specific type of heightened, almost campy dialogue that some fans find "cringey." • Dialogue Style: While 1923 uses poetic, sweeping narration and serious historical themes, Landman features Billy Bob Thornton delivering long-winded, cynical monologues about the oil industry that can feel "preachy" rather than organic. • Humor: Landman attempts more humor than Yellowstone, but it often lands as "locker room talk" or caricatures, making the characters feel less like real people and more like stereotypes. 3. Character Depth vs. Caricatures One of the biggest complaints regarding Landman is how it handles its ensemble, especially compared to the Dutton family. • The "Beth Dutton" Problem: Yellowstone and 1923 have complex (if polarizing) female characters with deep backstories. In Landman, many viewers feel the women are written as one-dimensional "bitchy" or "idealistic" tropes, serving only to react to the male lead. • Single-Point Perspective: 1923 had multiple compelling storylines (the African safari, the boarding school, the ranch). Landman is very much a "one-man show" centered on Tommy Norris, making the world feel smaller and the stakes less epic. 4. Direct Adaptation vs. Original Concept • Source Material: Landman is based on the Boomtown podcast. Some critics argue that Sheridan struggled to stretch a non-fiction podcast about the Permian Basin into a long-form drama, leading to "filler" scenes and repetitive plot points about land rights and oil spills. • Historical Gravity: 1923 benefits from the inherent weight of history (the Great Depression, Prohibition). Landman deals with the modern oil industry, which lacks that same sense of "pioneer spirit" that made the Yellowstone prequels feel like prestigious television.

Yeah. I was planning to listen to it on the weekend, as I am going through the book. I usually reserve Thursday and Fridays the week for some pump-it-up-Dan-Ives “it is 9 PM and party going to 4 AM” podcasts. Not value investing. That is for weekend.

sorry to hear that. I may have to skip it.

https://podcasts.apple.com/ca/podcast/yet-another-value-podcast/id1526149547

https://podcasts.apple.com/ca/podcast/yet-another-value-podcast/id1526149547

I should add I had to fast forward scenes that had too much Cooper dorkiness

i managed to get to the finale of the first season. It sort of grows on you as your skin gets thicker. It would have been a great show without Baywatching it, and putting in random in your face wiki-explanationn about the o&g industry. I cannot stand cooper character. What a dork … sorry I think shows like 1883, 1923, Yellowstone and Mayor of Kingstown are Sheridan finest work. I am trying to like this one … trying so hard that said Demi Moore and Don Draper dude were amazing. They had 10% of the content but outsize impact that more than made up for the Baywatch, o&g wiki lessons and Cooper dorkiness. new season has Sam Elliott; so..

I agree about NAV. Broadening the components of the NAV (more than airport proxy) would also help with the discount.

We ought to want Greg because he is Greg. Not because we imagine him to be “folky”, “holding court” and exchanging war stories at AGM.

Agreed. But you are talking about post-2008 Immelt. When he actually provided datapoint of how bad he was. I am arguing that pre-2008 Immelt was bad because he failed to step out of the big man shadow back 2001. And that is mistake that Greg ought NOT to make. Regardless, of how good of operator he actually is. It is his ship now. And a captain takes charge.

I didn’t mean turning Berkshire into a Welchinian entity with P&L target. I meant that the new leader, he or she has a vision, and that vision needs a structure around it to carry it over the next 20 odd years. That vision may be wrong, maybe right. We don’t even know what that vision is. Yet. Contrast that with Jeff Immelt who just rode the intertia of GE Capital and Welchinian Way when he took over by setting cruise control until it crashed.

A leader that doesn’t take charge is no leader at all. Greg is taking charge.

Prem has repeatedly mentioned that financials are the best assets to own in a growing economy. Believe he gave the example of Singapore. Why would we not want for FIH to take a big swing at these privatizations opportunities or other like assets. Buying back shares in an ocean that is full of opportunities (India) would be incredibly short sighted of them, and should be the very last resort.