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Which podcasts are discussing FFH.TO?
13 ATTRIBUTED IDEAS · 5 EPISODES · 4 SHOWS
The shows
The Business Brew
We Study Billionaires - The Investors Podcast Network
Monetary Matters with Jack Farley
The Acquirers Podcast
Where the discussion went deepest
19 JUL3W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Fairfax Financial replicates Berkshire's compounding engine
“The long-term bull thesis for Fairfax Financial centers on its dual capacity to underwrite insurance profitably while earning superior returns on its growing float through disciplined capital allocation.”
TIP832: Fairfax Financial (FFO.TO): The Berkshire Of The North w/ Kyle Grieve & Shawn O'Malley
Core thesis · 5/5Verify in source →
19 JUL3W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Fairfax Financial as a long-term compounding machine
“Fairfax Financial was argued as a high-quality, Berkshire-like compounding holding company leveraging insurance float and disciplined value investing.”
TIP832: Fairfax Financial (FFO.TO): The Berkshire Of The North w/ Kyle Grieve & Shawn O'Malley
Core thesis · 5/5Verify in source →
19 JUL3W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 59:24
Fairfax Financial framed as cheap with downside protection
“Fairfax Financial was presented as an attractively priced compounder offering asymmetric risk/reward through conservative valuation and disciplined underwriting, despite catastrophe exposure and key-man risks.”
TIP832: Fairfax Financial (FFO.TO): The Berkshire Of The North w/ Kyle Grieve & Shawn O'Malley
Core thesis · 5/5Verify in source →
30 APR30 APRTHE BUSINESS BREW · 05:00
Fairfax's TRS as a deferred buyback tool
“The thesis argued: Fairfax's total return swap is a deferred buyback tool that locks in a price and allows capital allocation flexibility, to be taken off opportunistically above 1.5x book value.”
Revisiting Fairfax Financial · with PricewaterhouseCoopers
Core thesis · 5/5Verify in source →
30 APR30 APRTHE BUSINESS BREW · 00:45
Fairfax's market inefficiency boosts equity returns
“The guest argued that current market inefficiencies increase the expected returns on Fairfax's equity portfolio, amplified by the company's 3-to-1 leverage for shareholders.”
Revisiting Fairfax Financial · with PricewaterhouseCoopers
In depth · 4/5Verify in source →
30 APR30 APRTHE BUSINESS BREW · 08:30
Fairfax's 5-10x return potential over a decade
“The bull case made: Fairfax can compound book value at 15-20% annually, leading to a 5-10x total return over the next 5-10 years, aided by market inefficiency and optionality.”
Revisiting Fairfax Financial · with PricewaterhouseCoopers
In depth · 4/5Verify in source →
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