Fairfax Financial Holdings Ltd T.FFH

Strong Endorsement

[retiredcf]

Just now from David Burrows on today's Market Call.  They've now owned it for 18 months and it is the largest holding in their fund.

Also saw an article (which I now can't find) indicating  that FFH might be a candidate to join the S&P/TSX Composite Index when they make their latest changes in a few days. GLTA

[Possibleidiot01]

stockchase.com BUY Fairfax Financial(FFH-T) 04/09/2024   FFH vs. BRK.B BRK.B is a big ship, needs big decisions to steer it. He owns a bit. Dragging a lot of cash; he thinks it's set aside for a potential leadership transition, not because it's expecting some horrible haircut to the market. FFH is the biggest holding at his firm; you&

[rad10]

I'm overexposed to FFH - regular units and 2 sets of preferreds.  Difficult to think of a better compounder. Just a big thank you to Muddy Waters for creating a double down buying opportunity a few short months ago.  I hope they didn't get too charred, because their short thesis was a bit silly.

[throwaway11]

They seem like a well managed firm but are the fundamentals guys not pointing out the recent relative P/E highs? Seems at odds with all the hints of bad news that seem to be coming from all corners recently (eg BMO).