Fairfaxnut

Don't hold your breath. They'd have had to have sold some of their big positions to do anything meaningful, and they have not mentioned doing so. As an aside, the Dundee/DPM transaction yesterday shows how they could, in theory, offload some of the big stakes if they wanted. Indeed Unrelated (and I know that it is impossible at the moment) but if FFH was able to buy back its share at 0.6 BV with the same total quantity that it issued shares ABOVE BV for the Allied World purchase in 2016 that would have been a quite a coup worthy of a song. An SIB would be nice here....

Maybe you should go farther out into the depreciation curve and buy 10 years or older. Usually the quirks and maintenance issues are well documented on the net at this age and you can typically buy, drive for a few years, and sell for the same price (Rinse and Repeat). It will add a level of humility and "i don't care what others think" to your subconscious as well which, I believe, is essential to being a great value investor. ;)

Geez....This company is getting pounded.....just change the name to something else and this thing is 2x-3x higher. They are a software company! QNX in a 150+ million vehicles, their Certicom ECC patents and Endpoint FIPS certification is worth a lot more than the street realizes. Just the multiple they paid on Cylance is worth noting....far lower than Carbon Black or Crowdstrike. Its trading lower than when they were a melting ice cube :o

MTY.TO or MTYFF....looks as if the Algos overreacted :o

When I started investing in FFH many years ago, they were known as investment wizards with poor underwriting. Today, they are known for their good underwriting and poor investments. We have yet to see a Fairfax hitting on all cylinders! That being said, I'm part of the group that believes the future will be brighter for FFH <Please disregard my bias handle>

Brian Bradstreet is buying again.... https://www.canadianinsider.com/node/7?menu_tickersearch=FIH+%7C+Fairfax+India+Holdings

Ban guidance, not quarterly's.

NVR

FFH

+1 ;)

FFH

Is there a Malone ETF? ;D

+1

Oops..... this topic should be moved to Investment Ideas.

Just wondering if Dazel is still holding this. Looks very interesting here, especially with the Tesla factory being built in the Reno area. This could be the catalyst they need to bank on their water assets.