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2023-06-20 07:24:17 ET Summary Prem Watsa's 13F portfolio value decreased from $4.02B to $1.75B, primarily due to Atlas Corp.'s "take private" transaction. The top three positions are Micron Technology, Kennedy-Wilson, and Blackberry, accounting for ~38% of the entire 13F portfoli...
2023-06-08 11:44:00 ET Summary Alphyn Capital Management LLC (“ACML”) is a registered investment advisor in New York. We help clients invest in high quality public companies to both preserve and grow their wealth over the long term. The Master Account, in which I am ...
Fairfax Financial Holdings Limited (FRFHF) Q4 2022 Earnings Conference Call February 17, 2023 08:30 AM ET Company Participants Derek Bulas - Assistant Vice President, Legal Prem Watsa - Chairman & CEO Peter Clarke - President & COO Jen Allen - CFO Con...
Summary Prem Watsa’s 13F portfolio value increased from $3.90B to $4.02B this quarter. Fairfax Financial's largest three stakes are Atlas Corp, Resolute Forest Products, and Kennedy-Wilson. They together account for ~69% of the 13F assets. The 13F securities form a small port...
Summary Atlas Corp. is being acquired by a consortium led by famous value-investing people. They are arguably buying it on the cheap after a small bump at $15.50. It is always better to be in mergers where the company is being taken out cheaply by savvy value investors. The merg...
Summary Prem Watsa’s 13F portfolio value increased from $2.84B to $3.90B this quarter. Fairfax Financial’s largest three stakes are Atlas Corp, Resolute Forest Products, and BlackBerry. They together account for ~66% of the 13F assets. The 13F securities form a s...
Fairfax Financial Holdings Limited (FRFHF) Q3 2022 Earnings Conference Call November 4, 2022, 8:30 AM ET Company Participants Derek Bulas - Assistant Vice President, Legal Prem Watsa - Chairman and CEO Peter Clarke - President and COO Jen Allen - Chief Financ...
Summary Alphyn Capital Management LLC (“ACML”) is a registered investment advisor in New York. We help clients invest in high quality public companies to both preserve and grow their wealth over the long-term. The Master Account returned -10.95% net in Q3 2022 vs -4....
Summary Although Fairfax Financial shares have increased in price, we believe the discount to intrinsic value has actually widened substantially. Going forward, if Fairfax can maintain its 10-year average, at the current level of $21bn of net premiums earned, Fairfax would make ov...
Summary Although Fairfax Financial shares have increased in price, we believe the discount to intrinsic value has actually widened substantially. Going forward, if Fairfax can maintain its 10 year average, at the current level of $21bn of net premiums earned, Fairfax would make ov...