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Posted

HI Sanj,

 

I'm wondering if you should add the ORH buyout by FFH onto your the 'Lead Story' page of CornerofBerkshireandFairfax.ca.  I think it's an important one for this board.

 

cheers,

Vinay

 

It looks like no matter whether you held FFH, or ORH -- everyone's a winner, as both are near their highs. Congrats all!

Posted

I guess people like it when their stock goes up even when they are giving much more long-term intrinsic value then they are receiving.

 

If you think ORH shareholders should be happy, think again.

 

 

Posted

Mungerville:

 

In isolation, I would agree with you, except the argument doesn't reflect the notion that the proceeds of what was received could be re-invested in alternative opportunities with (now) greater discount to intrinsic value.

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