netcash1
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Everything posted by netcash1
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Bharti Life deal places Digit Life around $100M valuation. Keep gaining share and executing and deliver operational excellence.
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Disruption in the fixed income market should be a win for Fairfax.
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How many shares will be outstanding post IPO? IE what is the market cap? thank you
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Looks like the bid is over 2x book value for Beazley
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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
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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?
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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.
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Pardon my lack of knowledge. What company is PRM? What is the full name? Thank you
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Can you please point me to where it say's Ki received $152M investment in the latest financials? Thank you
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Let's not forget about EXCE. This natural gas holding could start showing some Green Shoots.
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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.
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Can someone please summarize what $ amount was repurchased during Q3 and post Q3 2025? than you
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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.
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Good catch on insured value. The valuation is still noteworthy.
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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.
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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
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Neptune Insurance shines a spotlight on the valuation potential for Ki Insurance
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I think Go Digit Life is a different legal entity than Go Digit.
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Go Digit Life Insurance is small but gaining market share fast. Hidden gem under the hood.
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Viking...Thank you for your deep analysis.
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That's great. Disciplined and slow and steady.
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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.
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Euronext in talks to buy Athens Stock Exchange for $470 million Decent validation on the improvements in the Greek Economic system
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UPS be careful it could be getting disrupted by AMZN
