Recent Posts

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1
Fairfax Financial / Re: Fairfax India new issue
« Last post by petec on Today at 06:09:40 AM »
Thanks both of you. I knew the basics but had not found the annual report.
2
Investment Ideas / Re: ALS.TO - Altius Minerals
« Last post by Liberty on Today at 06:09:38 AM »
Quote
I don't think it takes particular genius to see the commodity price cycle.

Famous last words.
3
General Discussion / Re: John Malone The Full D7 Session
« Last post by Liberty on Today at 06:05:26 AM »
A very bizarre thing has happened with FWONA and FWONK. The k which has the lower voting rights has traded below the a since almost the beginning of the year. It's the reverse with DISCA/K right now. Is it perhaps that in a merger the Ks were given as a currency and then there were selling shareholders and just more holders of K vs A? Would the same thing happen after DISCK/A merger ?

Probably a liquidity discount. LILA and LILAK inverted for long periods too.

Yesterday FWONK traded 1.44m shares and FWONA traded 188k shares.
4
Politics / Re: Who would have thought?
« Last post by DTEJD1997 on Today at 06:02:22 AM »
Hey all:

While I have sympathy for the victims of "wrong" sexual behavior....I've got a couple of concerns with the situation:

A). A lot of companies/organizations/people are rushing to cut ties and take actions against people simply based off of the "word" of somebody.  Where is the presumption of innocence?   How do you defend yourself against an a mere accusation?  This is especially true when the wrongdoing is 10,20,30,40 years in the past.

It is a different thing if the accused admits to wrongdoing....(Charlie Rose, Al Franken, Louis CK)

B). If the victims of abuse had come forward at (or close) to the time of the transgression, the world would be a very different place today.  If you sit back and take the abuse and stay silent...the perpetrator can keep up their nefarious activities and other people will be victimized.  If nobody takes a stand against wrongdoing, it is likely to continue.  HECK, it might even get worse, as the perpetrator sees no consequences to their bad behavior and is emboldened to continue.  Evil flourishes when good people stay silent.

+1.   It's turning into a witch hunt for sure.  Everyone with a grudge or simply looking for attention is going to be pointing fingers now.
I agree it is different if there is some evidence, or the accused admits it, or like Bill Cosby, there are a lot of people all saying the same thing.   That said, some of these people are truly deplorable and have been getting away with this stuff for a long time.  I just hope this doesn't all go way too far.

Or, here is another situation....What if there are 4,5,6,7 accusers who all claim that the activity took place 30+ years ago?  Then, there are no accusers from 1,5,10,15, 20 years ago?

In my experience, MOST maniac perverts (Bill Clinton is good example) have engaged in improper sexual behavior throughout most of their lives.  It is usually a REPEATED pattern of bad behavior over long stretches of time.  They were perverts 30 years ago...then they did stuff 20 years ago...10 years ago...and so on.  Speaking of Bill Clinton, there are rumors that he was up to his old pattern of behavior in the early/mid 2000's.  Please see:

https://www.msn.com/en-au/news/world/former-president-bill-clinton-facing-fresh-claims-of-sexual-assault-from-four-women-during-time-working-for-billionaire/ar-BBFpDZe

Of course, Bill Clinton is not the only pervert engaged in this, he is only the most famous.

5
Politics / Re: Who would have thought?
« Last post by rkbabang on Today at 05:54:42 AM »
Hey all:

While I have sympathy for the victims of "wrong" sexual behavior....I've got a couple of concerns with the situation:

A). A lot of companies/organizations/people are rushing to cut ties and take actions against people simply based off of the "word" of somebody.  Where is the presumption of innocence?   How do you defend yourself against an a mere accusation?  This is especially true when the wrongdoing is 10,20,30,40 years in the past.

It is a different thing if the accused admits to wrongdoing....(Charlie Rose, Al Franken, Louis CK)

B). If the victims of abuse had come forward at (or close) to the time of the transgression, the world would be a very different place today.  If you sit back and take the abuse and stay silent...the perpetrator can keep up their nefarious activities and other people will be victimized.  If nobody takes a stand against wrongdoing, it is likely to continue.  HECK, it might even get worse, as the perpetrator sees no consequences to their bad behavior and is emboldened to continue.  Evil flourishes when good people stay silent.

+1.   It's turning into a witch hunt for sure.  Everyone with a grudge or simply looking for attention is going to be pointing fingers now.
I agree it is different if there is some evidence, or the accused admits it, or like Bill Cosby, there are a lot of people all saying the same thing.   That said, some of these people are truly deplorable and have been getting away with this stuff for a long time.  I just hope this doesn't all go way too far.

6
Fairfax Financial / Re: Fairfax India new issue
« Last post by rohitc99 on Today at 05:54:10 AM »
the potential for bangalore airport is massive..that alone should be worth the current market cap 5 years down the line

Do you have any supporting maths for this claim? ;)

Yes, Bangalore Airport publishes an annual report with all the numbers.. I have read a couple ..they are way ahead of their targets put out in 2007-08 period. You can also find some of these numbers in Fairfax India annual meeting presentation..you can find it here http://www.fairfaxindia.ca/news/Events/default.aspx

slide 31
I lived in bangalore for a long time and have often travelled through the airport. The 3% growth assumptions by the company is very conservative. air traffic is growing low double digits. also the land around the airport has a large optionality and future value as the city is expanding towards the airport too
7
Politics / Re: Who would have thought?
« Last post by DTEJD1997 on Today at 05:48:51 AM »
Hey all:

While I have sympathy for the victims of "wrong" sexual behavior....I've got a couple of concerns with the situation:

A). A lot of companies/organizations/people are rushing to cut ties and take actions against people simply based off of the "word" of somebody.  Where is the presumption of innocence?   How do you defend yourself against an a mere accusation?  This is especially true when the wrongdoing is 10,20,30,40 years in the past.

It is a different thing if the accused admits to wrongdoing....(Charlie Rose, Al Franken, Louis CK)

B). If the victims of abuse had come forward at (or close) to the time of the transgression, the world would be a very different place today.  If you sit back and take the abuse and stay silent...the perpetrator can keep up their nefarious activities and other people will be victimized.  If nobody takes a stand against wrongdoing, it is likely to continue.  HECK, it might even get worse, as the perpetrator sees no consequences to their bad behavior and is emboldened to continue.  Evil flourishes when good people stay silent.

8
Investment Ideas / Re: PDER - Pardee Resources
« Last post by frommi on Today at 05:44:56 AM »
Have Q3 earnings been released already? I asked the company to put me on the shareholder mailing list but I'm not sure if they have done so...

Yes. EPS 3.65 for the quarter, looks like you are not on the list. Just mail them again.
9
Politics / What the heck is going on at universities??
« Last post by clutch on Today at 05:44:07 AM »
"Wilfrid Laurier graduate student delivers a wake-up call"
https://www.theglobeandmail.com/opinion/lindsay-shepherd-delivers-a-wake-up-call/article37033031/

A teaching assistant showed a five-minute clip of a debate on gender pronouns aired on a public service broadcaster in Ontario. The clip happened to feature Jordan Peterson, who has been associated with right-wing (some of them far-right) groups. The student was called into a reprimand with three professors.

The audio recording of that reprimand is here:
https://www.youtube.com/watch?v=9YdFlKaJv4g

What hypocrisy displayed by these professors!
10
Politics / Re: Who would have thought?
« Last post by clutch on Today at 05:30:02 AM »
One (negative) part of this trend is that some men could now feel afraid to interact with women colleagues in any sort of way at work. They might even minimize communicating with them whatsoever because who knows what they say could constitute as sexually predatory behaviour. This could work against incorporating more women at a particular work place.

p.s. I'm not defending any of these celebrities' behaviors, considering the accused are true.
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