wondering

I think that would be the case if the investment was held as mark-to-market (for example investment in Stelco). But because they have significant influence as their holding is 30- 50% of the value of the company (please correct my numbers. I am estimating FFH's holding in Resolute), FFH has to equity account which means if they receive a dividend, its debit Cash and credit investment in Resolute. I seem to remember that Paul Rivett mentioned this on a quarterly call the last time Resolute paid a special dividend a few years back.

https://resolutefp.mediaroom.com/2021-06-10-Resolute-Announces-1-share-Special-Dividend-and-50-million-in-Lumber-Investments I assume that this dividend will go to lower the book value of Resolute held within Fairfax, as they equity account this investment.

I am guessing that the OMERS managers are value-investing followers, which would explain their poor performance the last few years and the fact that they invest along side FFH so often.

There is a book about Prem Watsa's old employer Confederation Life that may be applicable https://www.amazon.ca/Who-Killed-Confederation-Life-Inside/dp/0771056311/ref=sr_1_1?dchild=1&keywords=confederation+life&qid=1619561317&sr=8-1

Fairfax sub Blue Ant invested a chuck of money in Enthusiast Gaming about 6 months ago when it was trading around 1 and change. They sold some of their holdings after the recent run-up.

No big surprise - a virtual annual meeting this year https://www.fairfax.ca/news/press-releases/press-release-details/2021/Fairfax-Announces-Virtual-Annual-Meeting/default.aspx

Maybe there is for my vote for Farmers Edge. https://www.theglobeandmail.com/business/technology/article-six-canadian-tech-companies-eyeing-ipos-amid-investor-craze-for/ "Frothy markets and a recent frenzy for software-focused businesses have convinced more Canadian technology companies to consider going public, setting the stage for a potential surge of initial public offerings that could eclipse last fall’s rush. At least six firms have recently lined up investment bankers to explore IPOs, potentially by the spring, The Globe and Mail has learned. Farmers Edge Inc., a Winnipeg-based agricultural technology provider controlled by Fairfax Financial Holdings Ltd., is set to file a prospectus with regulators for a deal underwritten by National Bank Financial..... ....Farmers Edge, meanwhile, was an early Canadian agricultural-technology leader, using data science and AI-powered software to help farmers improve yields. It raised private capital in the mid-2010s from Silicon Valley-based Kleiner Perkins Caulfied & Byers and Toronto-based Osmington Inc., which is controlled by David Thomson. (Woodbridge Co. Ltd., the Thomson family holding company, owns The Globe and Mail.) Fairfax bought Kleiner Perkins’s stake in 2016 and has since gained majority control of the company. Fairfax recently reported a loss of $21.8-million in the nine months ended Sept. 30 for its stake in Farmers Edge."

https://www.youtube.com/watch?v=XiYRYlKteGU&t=1660s Probably only applicable to the hardcore Prem fans and FIH fans. The above link is virtual conference chaired by Prem regarding the current state India economy (uploaded Nov 12 - with regards to current covid case load and death rate situation this video is already stale-dated) Observations - India economy is growing again - Prem described Deepak Parekh's HDFC bank as the best bank in India. What about CSB bank?????

https://simplywall.st/stocks/ca/insurance/tsx-ffh/fairfax-financial-holdings-shares/news/insider-buying-the-fairfax-financial-holdings-limited-tseffh insider buying by Christine MacLean $105k Cdn worth of FFH at $441 Cdn/share

Maybe Farmers Edge

the information circular is on sedar. sorry I couldn't attached it. I am still digesting it, but I saw they are going to pay a 2% dividend yield.

In the similar vein as Hobbit's post, here are some fun stats from Visual Capitalist measuring Top City Destinations. https://www.visualcapitalist.com/the-100-most-popular-city-destinations/ Interestingly, Bangalore comes in last. Delhi, Mumbai, Agra, Chennai, Jaipur, and Kolkata all outrank Bangalore. My point here is that Bangalore is growing quickly, and will probably surpass all but Delhi and Mumbai is the next few years.

https://www.theinvestorspodcast.com/episodes/tip317-intrinsic-value-assessment-of-fairfax-w-jake-taylor/ From the We Study Billionaires podcast. Goes over FFH and FAH. Both positive and negatives discussed on the podcast have been already written about on this board. However, still a good overview.

Thanks for posting. Very much appreciated.

Sorry, I missed this, and if I am not mistaken there is no playback, Did anyone listen to this?