This is a ChatGPT-free Zone
This is one of those things that I looked at before and never posted, so here it is. Actually, I didn’t write much about it, it was just sitting in my queue. I know Munger likes China more than India, but I think India is very interesting. I don’t think I have to say much…
All this talk of deflate-gate got me thinking about another kind of deflation. No, Prem Watsa (Chairman and CEO of Fairfax Financial Holdings (FRFHF)) doesn’t have a put option on air pressures of footballs, but he does have a massive bet on global deflation. It’s scary how big the bet has become. Check this out,…
Fairfax Financial Holdings is yet another financial company (insurance) that is run by an incredible manager that has done really well over the years. I know, I know. This is getting boring. Just talking about well-run financial institutions trading at book value is not interesting or exciting at all. I’d rather write about some interesting…