ValueMaven
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Posts
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What's going on with ODFL? Down again ...
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Also bought MSCI today ... was down -15% at one point. Huge switching costs and I like their approach to capital allocation. Rare to get a quality compounder like this on sale.
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Meeting slides are up: https://www.fairfax.ca/wp-content/uploads/Fairfax-AGM-2024.pdf
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anyone have a link or PDF of the AGM slides please?
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helpful @Hoodlum thank you
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Very odd - FRFHF opened down nearly -4% today in the US Market. Was able to add more in size around the ~$1055 level USD. Just very odd opening action in the first 10-15mins of trading. Has since normalized a bit.
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@Parsad thank you for all of the updates! You rock
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MuddyWater's posted a video on Twitter basically asking for the public's help in finding dirt on FFH. I guess he didnt do enough homework himself.
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Micron up 15% in AH trading
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Kennedy Wilson's stock has been in freefall recently ...
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Does anyone have a good premier, or source for the industry? You have Waste Connections, Waste Management, and Republic Services which have been very successful overtime.
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Great overview of BIAL in Fairfax India's Annual Report (!!!) https://www.fairfaxindia.ca/wp-content/uploads/Letter-to-Shareholders-2023-Annual-Report.pdf
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Stupid idea - but what if FFH liquidated its $16B equity portfolio, and tendered for 2/3rds of the company outstanding shares ? Yes - you'd have serious taxes, but you'd get a huge spike in BV, EPS, and Float per-share. Plus you'd have massive income generating from the bond portfolio.
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This is Prem's best letter yet !!!
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Should be dropping in a few hours ... no?