Post #5835 by DTB on the Berkshire Hathaway board

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)

Unthreaded | Threaded | Whole Thread (10)

Post New | Post Reply | Report Post | Recommend It!

No. of Recommendations: 2

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!

There is already a very good Fairfax board here: https://thecobf.com/forum/5-fairfax-financial/

So one might ask whether a Shrewdom board would really add much. But we could try it, and it might at least allow for linking to some of the excellent posts that are made there every week or so. I do think that Berkshire fans should be at least as interested in Fairfax as they are in Markel, another insurer that has clearly taken much of its inspiration from Buffett’s ideas.

Fairfax’s tickers (FFH in Canada, in Canadian dollars, FRFHF on the pink sheets in USD) are not in the stocks A to Z on the Shrewdom board, but I presume Manlobbi would have no objection to adding it.

dtb

Post New | Post Reply | Report Post | Recommend It!

Print the post

Unthreaded | Threaded | Whole Thread (10)

Prev | Next

Announcements

Berkshire Hathaway FAQ

Contact Shrewd'm
Contact the developer of these message boards.

A community forum supporting civilized, and highly helpful, self-educating investors that come together for Shrewdness and merry spirits. These message boards closely follow the look and feel of the old message boards at boards.fool.com prior to the boards redirected to discussion.fool.com. Shrewd'm is not affiliated with the comprehensive and excellent investment website, The Motley Fool (TMF), in any way. The Shrewd commmunity here has owed, and continues to owe, gratitude to The Motley Fool for nurturing a culture of jovial irreverence towards Wall St, and that tradition will continue here.