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Madpawn

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  1. My portfolio is very concentrated in 3-4 stocks and Fairfax India being the smallest position there. Seeing people on this forum starting to give up gives me a gut feeling it’s time to buy more …
  2. With FIH selling at 35% discount to BV, I’m surprised to not see more excitement on this forum. Am I being over optimistic?
  3. Hey all, Maybe a silly question but what exactly do you do at these events? I’m interested to attend as a long time fan of Prem and Fairfax but I’m also a bit shy to attend on my own without knowing what to expect. would appreciate any insights, cheers!
  4. I remember seeing you post in recent days that your portfolio is about 35% Fairfax. May I ask if that includes FIH? I'm surprised FIH is not getting nearly as much attention as FFH does.
  5. Why are people on this forum not more hyped about Fairfax India? Imho it has even more upward growth room than Fairfax currently does. Am I missing something?
  6. I want to jump into the FIH ship but its fees structure makes me lean towards buying more of FFH. Thoughts?
  7. oh I think that’s good! I’ll definitely check it out, thank you!
  8. I’m thinking of starting a financial blog! I started investing at age 18 and (5 ish yrs ago) and have been doing decent I think. I noticed how a lot of my friends lack knowledge when it comes to general finances and investing. If anyone has platform suggestions, let me know! (Currently thinking wix,Weebky or Wordpress
  9. Yes I agree with the leaving shorting behind strategy. I guess I’ve always hoped Fairfax to get into OpCos because they do have a similar set of values to Berkshire. Prem has frequently brought up how Fairfax is a long term partner to the companies it invests in. That’s why I thought it might aswell buyout some companies and go on a similar path as Berkshire. I simply hope Fairfax doesn’t use the funds from its insurance business to do trading rather than investing.
  10. Do we know why this model hasn’t changed? Given how Fairfax hasn’t been that successful with stock picks, why not own a few OpCos?
  11. Hey everyone, I've been following this Forum since I started investing 5 yrs ago and finally pulled the trigger on buying a membership (I think it used to be free but became pay to comment?) ~ So a bit of a beginner question from me: Why does Fairfax not acquire businesses like Berkshire does, nor does it mention having any plans / ambitions to do so? It has acquired meaningful positions in many companies but correct me if I'm wrong - it has not really "absorbed" other companies, why is that?
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