Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
 Best Of FFH | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest
Search FFH
Shrewd'm.com Merry shrewd investors
Best Of FFH | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest
Search FFH

Stocks A to Z / Stocks F / Fairfax Financial (FFH)
Unthreaded | Threaded | Whole Thread (9) | Next
Author: FlyingCircus ✧  😊 😞
Number: of 54 
Subject: Re: Buying opportunity?
Date: 03/14/26 11:14 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 3
Repeating: So, it's not wrong, it's just business. If you inferred I was saying that was a problem, then I wasn't clear.

You have a great handle on runoff.

My only point was to comment on your detailed commentary about the variability of Fairfax' profits and some of the obscurity with an explanation of what they do. Using an internal company as a toxic waste dump lets the cleaned subsidiaries grow profitably at a much faster rate than they would if they had a pile of bad policies in their books. As you have seen in their results the last four-five years.

And the runoff can be left to operate as quietly or aggressively as the parent feels like, meaning level of investment in legal and operational staff. 'Nuff said.

FC
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (9) | Next


Announcements
Fairfax Financial FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Ticker or Board Name Author

Best Of FFH | Best Of | Favourites & Replies | All Boards | Followed Shrewds