Gurufocus.com Article On Berkshire & Fairfax

[Parsad]

Gurufocus.com has an aggregated BRK and FFH portfolio article.  A few grammatical errors, but you'll like the gist of the article.  In particular, how they praise the team at Hamblin-Watsa.  Cheers!

 

http://www.gurufocus.com/news.php?id=57161

[Partner24]

Great article. Thank you very much Sanjeev!

 

It amaze me how FFH has gone through more quality companies in it's very recent history.

[netnet]

Sanjeev you were right on the gist and the grammar.  The author is in dire need of good editor.

[Parsad]

I love the guys at Hamblin-Watsa, but I wonder who had the Abitibi idea!  Hey guys at Hamblin-Watsa, alot of us shareholders are going to give a beat down to the fellow who came up with that one.  We're rolling up our Fairfax annual reports as we speak...and those babies are thick!  ;D  It would be pretty funny if it was Brian.  Cheers!

[woodstove]

Think of it as other side of a hedge and maybe does not look so bad.

 

[Viking]

Woodstove, I agree, I think you have to look at each individual move that FFH has made with respect to how it fits into the whole. And given that we have a less than perfect view of the whole it becomes very difficult to understand the individual moves.

 

Last year, I tried a strategy of piggy backing on the ideas of FFH/Chou etc. It worked OK and I now have a decent understanding of many companies that I may chose to invest in again. Currently, I will be content to buy ORH (at current levels) and if FFH falls much more I will again be a buyer.