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netcash1

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Everything posted by netcash1

  1. Bharti Life deal places Digit Life around $100M valuation. Keep gaining share and executing and deliver operational excellence.
  2. Disruption in the fixed income market should be a win for Fairfax.
  3. How many shares will be outstanding post IPO? IE what is the market cap? thank you
  4. Looks like the bid is over 2x book value for Beazley
  5. Can anyone on the board share how about how many shares of Strathcona Resources Fairfax held? Trying to figure out the size of the distribution from the $10 dividend? Thank you
  6. Shall we see Fairfax consolidated ownership increase from 49% to ? in Go Digit if this is approved by IRDAI? Another kiss for Fairfax and upward mark?
  7. Should this help Fairfax increase its ownership in Go Digit by getting full credit for its Pref Interest India’s cabinet has approved a proposal to permit 100% foreign direct investment in the insurance sector, according to a government official. This decision aims to boost capital inflows and expand coverage in one of the world’s fastest-growing insurance markets. The government had initially proposed removing the current 74% limit on foreign direct investment in the insurance sector in the federal budget for 2025-26. The proposal also included plans to review and simplify existing regulations and conditions governing foreign investment in the sector. According to a Bloomberg report on Friday, the proposal will be introduced in parliament on Monday. The removal of the FDI cap is expected to attract much-needed capital and global expertise to help expand insurance coverage in India. Government data shows that general insurance penetration in India was relatively low at 1% of GDP in 2023, compared with a global average of 4.2%. This policy change aligns with New Delhi’s broader strategy to attract global investors as part of its push to finance infrastructure expansion and accelerate India’s transition towards becoming a developed economy by 2047.
  8. Pardon my lack of knowledge. What company is PRM? What is the full name? Thank you
  9. Can you please point me to where it say's Ki received $152M investment in the latest financials? Thank you
  10. Let's not forget about EXCE. This natural gas holding could start showing some Green Shoots.
  11. I think some of us might forget that BRK has higher quality assets in the United States. Fairfax, a great company and doing wonderful, disciplined capital allocation has a chunk of their assets in emerging markets.
  12. Can someone please summarize what $ amount was repurchased during Q3 and post Q3 2025? than you
  13. Looks like we are about to find out what city is getting a new airport 150KM from BIAL. Will Fairfax participate and have a seat at the table? This announcement possibly could shine a spotlight on the inherent, intrinsic value of BIAL.
  14. Good catch on insured value. The valuation is still noteworthy.
  15. It may not be an apples to apples Comp but it would give us color on what investors are paying for AI related InsureTech that has $1B in premiums vs Ki premiums of $1B in 2024 and expected $1.5B in 2025.
  16. Anyone know what Stand Insurance (AI insurer) valuation was when they raised $35M in a Series B round this week? Could give us some good color on how the valuation is developing at Ki Insurance. thank you
  17. Neptune Insurance shines a spotlight on the valuation potential for Ki Insurance
  18. I think Go Digit Life is a different legal entity than Go Digit.
  19. Go Digit Life Insurance is small but gaining market share fast. Hidden gem under the hood.
  20. Viking...Thank you for your deep analysis.
  21. That's great. Disciplined and slow and steady.
  22. How did the split go for E-L Financial? Long term holders still are not selling. We get the investors we deserve - long term compounders.
  23. Euronext in talks to buy Athens Stock Exchange for $470 million Decent validation on the improvements in the Greek Economic system
  24. UPS be careful it could be getting disrupted by AMZN
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