gfp

Everyone and their brother read that yesterday! Welcome back or at least for a visit @james22

They were 43.9% at 9/30/2025. We'll see what it is when the annual comes out

https://www.insurancejournal.com/news/west/2026/02/23/859018.htm Another big settlement ($575m) from PacifiCorp *edit: my understanding of these claims is that the US Government was seeking over $900m in damages FWIW

Ajit bought an apartment in India. https://economictimes.indiatimes.com/industry/services/property-/-cstruction/berkshires-ajit-jain-buys-85-cr-gurugram-apartment/articleshow/128727041.cms?from=mdr Coincidence that US companies are very recently permitted to own 100% of Indian insurance subsidiaries??

Welcome to the forum civic248! We're happy to have you here

That sounds late and there is no call for an annual report so maybe you are thinking of something else? giulio's March 7th sounded like the right ballpark. that was the date they released last year's annual report

What date do we usually see the annual letter / annual report?

right. My point was that they just made it easier two weeks ago and now they are adjusting it back. Maybe it got 2% more difficult. But not 15%.

Isn't this just un-doing the Feb. 2025 drop in the hash rate from the winter storm in the US Northeast with a late Feb 2025 normalization now that everybody's power is turned back on?

And remember that when FFH reports holding “mortgages “ they aren’t usually agency mbs - they are extremely high yielding, short term construction loans originated through the “pacwest” / KW team.

This bad boy is now a double from the busted Head & Shoulders top. In 3 or 4 weeks time... Narrow line width laser monopoly + short covering + momo boys... I sold for a quick gain but I certainly wasn't expecting 100% in less than a month

You guys are acting like they haven't said they intend to implement the same tariffs through a different legal pathway immediately after losing the SCOTUS ruling. Does anybody actually think today's decision is the end of it? I'm just happy to see his handpicked justices remind the country that we still have a few checks and balances remaining in this shitshow

Can we just agree that investment gains and losses have no impact on the amount or growth of float? Sheesh

Call the phone number The call, consisting of a presentation by the company followed by a question period, may be accessed at 1 (800) 369-2143 (Canada and U.S.) or 1 (312) 470-0063 (International) with the passcode “FAIRFAX”.

Call has started

I was also aware of this and didn't make an investment. Oh well. By far my favorite toilets. Why are they so expensive in the US?? (The toilets, not the seats). I like the little button on the wall that can make sounds like a babbling brook or tweeting birds. Plus a toilet that knows you have entered the room and prepares itself

There are few factors. "Mix" toward "long tail" lines - which makes sense if property pricing took a dive but casualty, professional liability, workers comp, and longer tail reinsurance is still well priced. Also, the reported float value fluctuates with changes in the discount rate. If interest rates decrease during a period (which they did) the value of the liability on the books increases. We usually think of this as being offset by gains on the bond portfolio but if you single out just the float liability it shrinks or grows in response to changes in the discount rate applied under IFRS. I would also say that they are slightly increasing the amount of their written premium that they retain - that they don't lay off at other reinsurance companies. And since they are so international and float lives in a bunch of different jurisdictions there could also be currency fluctuations that show up in the USD calculation of float.

What?? gains on investments “within the float” don’t increase the liability! float is a liability!

Q4 / Annual Results for FIH https://www.globenewswire.com/news-release/2026/02/19/3241609/0/en/Fairfax-India-Holdings-Corporation-Financial-Results-for-the-Year-Ended-December-31-2025.html "The company's book value per share increased 9.4% to $22.94 at December 31, 2025"

I made a thread for the results, which are out ->

https://www.globenewswire.com/news-release/2026/02/19/3241605/0/en/Fairfax-Financial-Holdings-Limited-Financial-Results-For-The-Year-Ended-December-31-2025.html PDF of press release is available now: https://www.fairfax.ca/wp-content/uploads/2026/02/02_February_19_2026-FFH-2025-Q4-Press-Release-Final.pdf At December 31, 2025 there were 20,856,086 common shares effectively outstanding, representing a decrease of 3.7% from the 21,668,466 common shares effectively outstanding at December 31, 2024. Subsequent to year end: " The company has purchased 130,573 of its subordinate voting shares for cancellation at an aggregate cost of $220.0 million or $1,684.70 per share."

They stopped reporting publicly a little while after this filing - https://app.quotemedia.com/data/downloadFiling?webmasterId=101533&ref=319139026&type=HTML&symbol=ATCO&cdn=d4b79532d803edf57ac8a11399e02df1&companyName=Atlas+Corp.&formType=6-K&dateFiled=2025-05-05 "The decision to seek to redeem these securities, voluntarily delist from Nasdaq and the NYSE and deregister from the SEC was made after careful consideration of the benefits and drawbacks of continued listing by the board of directors of Atlas and the board of directors of Poseidon Corp., which owns all of the common shares of Atlas. "

Another insider buy on the dip for NDAQ ~$960k https://www.sec.gov/Archives/edgar/data/1940145/000119312526059323/xslF345X03/ownership.xml

I bet they get Andrew for selling Afghanistan investment access and not young girls

Hopefully it got your attention back at $220 / share when he started!