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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: ultimatespinach   😊 😞
Number: of 15062 
Subject: OT: Interest in a Fairfax board?
Date: 02/10/2024 5:08 PM
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No. of Recommendations: 7
Props to nola622 and DTB for weighing in so promptly and knowledgeably the day of the short report on Fairfax Holdings. There's great value in these boards on days like that.

Given Fairfax's structural similarities to Berkshire, I wonder if there would be interest here in a Fairfax board. Given how close the price is likely to be to 1x year-end book value, with peers generally trading closer to 1.5x, it might even be a candidate for a Manlobbi IV10 calculation. If nola and DTB were willing to weigh in on earnings next week, and maybe engage with EVBigMacMeal's post about Mr. Watsa's capital allocation skills, it might get off to a strong start!
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