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Posted

I know that there are individuals who have spread sheets with the FFH portfolio from scouring filings. Anyone who would like to post a top ten cheat sheet I would be greatfull.

Posted

Thank You very much. I am pretty sure that the entire equity portfolio is not as concentrated but the weighting in this list in the top 5 names is breath taking.

  • 2 months later...
Posted

Prem is making a ton of money on Blackberry, most or all of which offset past losses. We should see a big change in his portfolio results. I am particularly impressed in his conviction buying steadily through the decline.

 

He has dramatically reduced his exposure to US banks. He must be expecting a freeze in the credit markets probably caused by events in Europe where he has concentrated his deflation bet.

 

I wonder why his investment in Bank of Ireland does not show up.

Posted

He has dramatically reduced his exposure to US banks. He must be expecting a freeze in the credit markets probably caused by events in Europe where he has concentrated his deflation bet.

 

How does one go about betting on deflation? Short gold or something like that?

Posted

He has dramatically reduced his exposure to US banks. He must be expecting a freeze in the credit markets probably caused by events in Europe where he has concentrated his deflation bet.

 

How does one go about betting on deflation? Short gold or something like that?

Fairfax uses derivatives linked directly to inflation indices. Buying lots of bonds, or bond options, could also work.

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