Parsad Posted May 1, 2017 Share Posted May 1, 2017 Hi Everyone, The Fairfax AGM this year was fantastic as usual! I know many have been critical of the company over the last couple of years, but I think they are making a huge mistake in underestimating what is going on. The easiest way to see that there is a basic miscalculation of Fairfax is simply by taking a look at this year's lanyards and shareholder badge. If you opened up the badge, you could see the logos of many of the companies Fairfax owns, and this didn't include most of the insurance businesses. Literally, the badge looked like Berkshire nearly 20 years ago when I first began to look at the company. And the insurance businesses are getting better and better as a whole at Fairfax! Roy Thomson Hall is also getting too small for the AGM. I suspect we may have to move it to the Metro Trade and Convention Centre soon, as the number of booths and venues literally engulfed all of Roy Thomson Hall, including the outside courtyard area. Amazing to see all of the different businesses, organizations and people involved at Fairfax. Unfortunately, I was manning the Templeton Foundation book table for most of the morning, so I did not get to see the Fairfax presentation. I'm sure others can share comments on here. The presentation slides are available here: http://www.fairfax.ca/news/events-and-webcasts/default.aspx Once again, amazing what is happening at Fairfax...we are watching the wheel being replicated again...the brushstrokes and final painting will look different than Berkshire, but the similarities are definitively there! Cheers! Link to comment Share on other sites More sharing options...
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