Q3 - 2024

[cwericb]

"Even after Friday's spike, neither Fairfax nor Aecon look particularly expensive: "

 

Fully agree with you LC. I also have a position in ATRL which I have had for a couple of years and it is atill doing pretty well and I also plan on holding onto it as well.

Edited November 2 by cwericb

[Haryana]

On 11/2/2024 at 8:10 AM, TB said:

Congrats to @Viking who has been yelling from rooftops with his tome of research (I re-entered in a big way at much lower prices, thanks to his quote - "the big fish that got away"!)  @Haryana @Parsad and all the other bulls. 

I am a nobody here in absolute amount but likely on top in concentration.

My main account is ~85% Fairfax ~10% Fairfax India ~5% cash.

[valuesource]

11 hours ago, Haryana said:

I am a nobody here in absolute amount but likely on top in concentration.

My main account is ~85% Fairfax ~10% Fairfax India ~5% cash.

That probably means you bought it lower and haven't sold on the way up.  Good work!

[Hoodlum]

BMO Capital analyst Tom MacKinnon raised the price target on Fairfax from $1,850 to $2,200.00 Cdn.  Maybe someone can share his report.  

[Haryana]

On 11/1/2024 at 11:33 PM, UK said:

Sorry if this was posted already recently, but there was a podcast and video with Ben last year:

 

https://youtu.be/pJ7AKSQ2xBc

https://vimeo.com/862872315

 

I think he is quite bright and still very young. Looks promising as a steward of FFH in the future.

 

He writes a lot of commentary on value investing that people crave from the letters of Prem and Warren. 

https://duckduckgo.com/?q=marval+guru 

Also, the newer generations might connect better with him. 

Edited November 7 by Haryana