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Posted

Just wanted to throw in a quick poll on the heels of a recent discussion in "Why we love FFH" thread.

 

I would not buy anymore because I have as much as I want at the current discount to IV. If I did not have any then maybe my answer would be different.

 

Vinod

Posted

I would not buy anymore because I have as much as I want at the current discount to IV. If I did not have any then maybe my answer would be different.

 

Yeah, I think I did a bad job making the question clear. I should have added "if you didn't own it already" or "as a new position". Oh well. I think there's an option to change your vote, if anyone is interested.  :D

 

And then there is always an opinion out there that "if you wouldn't buy something at the current price, why do you currently hold it"?

Posted

56,8% no so far...

 

No wonder why Fairfax is having a substainable discount to intrinsic value, it's shareholders are too cheap!  ;)

 

Where are you, Jim Cramer?! ;D

 

 

FFH is more than fully hedged; therefore the results suggest that "animal spirits" are turning bullish.  ! ! !

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