What are you buying today?

[Sweet]

5 hours ago, John Hjorth said:

We have enchanged about Safran before. I haven't got to it so far, lately because of health issues sucking up my time and my energy [think Maslow] as of lately, but health much better now [morphine isen't exactly a good fuel to running on while investing].

I wasn’t aware you weren’t well John.  I’ll keep you in my prayers.

[Marco Van Basten]

10 hours ago, John Hjorth said:

 

Thank you, @Marco Van Basten,

 

We have enchanged about Safran before. I haven't got to it so far, lately because of health issues sucking up my time and my energy [think Maslow] as of lately, but health much better now [morphine isen't exactly a good fuel to running on while investing].

 

I will still take look at Safran.

 

- - - o 0 o - - -

 

Can you provide a just short pitch for why you are interested and owning GE by now? - Thank you in advance. [ Not much help in the GE topic here on CofB&F by now, I would say, but that may just be me.]

John, very simple thesis:  over the next forty or fifty years, annual volume growth of 3-5%, pricing ahead of inflation, EBIT margin goes from 25% to something closer to Transdigm's 50%.  

[gfp]

More weird action on Fairfax and Fairfax India near the open

 

[thowed]

Crazy.  Well done being on the ball - I'd be tempted to buy more under 2,200.