ubuy2wron Posted November 22, 2012 Share Posted November 22, 2012 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. Link to comment Share on other sites More sharing options...
DynamicPerception Posted November 27, 2012 Share Posted November 27, 2012 How about: http://www.dataroma.com/m/holdings.php?m=FFH Link to comment Share on other sites More sharing options...
ubuy2wron Posted November 28, 2012 Author Share Posted November 28, 2012 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. Link to comment Share on other sites More sharing options...
bobp Posted November 28, 2012 Share Posted November 28, 2012 What a great website. Dataroma. I bookmarked. Thanks for posting. Link to comment Share on other sites More sharing options...
Alekbaylee Posted February 4, 2013 Share Posted February 4, 2013 Anyone knows why FFH does not have BAC? He sold 40% of WFC according to Datorama... wonder if he has any particular concerns about banks... Link to comment Share on other sites More sharing options...
Aberhound Posted February 5, 2013 Share Posted February 5, 2013 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. Link to comment Share on other sites More sharing options...
beerbaron Posted February 5, 2013 Share Posted February 5, 2013 I wonder why his investment in Bank of Ireland does not show up. Not a US listed stock. I don't think ADR are required. Fred Link to comment Share on other sites More sharing options...
LC Posted February 5, 2013 Share Posted February 5, 2013 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? Link to comment Share on other sites More sharing options...
wknecht Posted February 5, 2013 Share Posted February 5, 2013 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. Link to comment Share on other sites More sharing options...
Packer16 Posted February 5, 2013 Share Posted February 5, 2013 One of the biggest deflation proponents (Hoisington) has a bond fund comprised primarily of 30-yr zeros. That is purest deflation play I know of. Packer Link to comment Share on other sites More sharing options...
Grenville Posted February 5, 2013 Share Posted February 5, 2013 some stock holdings are held as total return swaps and won't show up in the 13Fs. See Odyssey Re's NAIC filings Link to comment Share on other sites More sharing options...
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