FRFHF

BrownMarubozu

I would look at FRFHF I.e. Fairfax Financial. Off the radar because it’s Canadian listed but global business, mostly US insurance with a big investment portfolio like Berkshire Hathaway except it’s better.

Oatmeal_Raisin_

Just for fun, I just spent the last few minutes to research what securities most closely track the lentil market without having to physically own them (which is cool too). Looks like (FRFHF) Fairfax Financial Holdings Ltd would be the play

ExplanationNormal339

Founder mode + shrinking float usually signals a re-rating if the buyback actually executes, so [$FRFHF](https://aimytrade.io/s/FRFHF?utm_source=reddit&utm_medium=comment&utm_campaign=smallstreetbets&utm_term=FRFHF&utm_content=variant_1771373713303_5ovd3m) is worth tracking the next 90 days.

AlternativeSignal908

I'm building positions in serial acquirors with strong capital allocation skills and significant insider ownership aligned with shareholders for multi decade hold periods. Most interested in the smaller, earlier ones that have a chance at being the next Constellation Software (also own), Danaher, Berkshire, etc. Highest conviction are TerraVest (TKV.TO) and Chapters Group (CHG.DE). Medium high conviction on Kelly Partners (KPG.AX) and StoneX (SNEX). For bigger more stable names, HEICO (HEI-A) is great and comes in just under $50B, as does Fairfax Financial (FRFHF). Topicus (TOI.V) and Lumine (LMN.V) from the Constellation software have done the opposite of running up in the past six months... Would be buying more if I weren't already fully allocated in those positions.

stinkbeardvondadjoke

FRFHF… Fairfax for the long play

Annual_Technology824

Amazon (AMZN) Bristol Myers Squibb (BMY) Comcast (CMCSA) Exxon Mobil (XOM) Fairfax Financial Holdings (FRFHF) Flutter Entertainment (FLUT) Madison Square Garden Sports (MSGS) SL Green Realty (SLG) VISA (V) Disney (DIS)

BrownMarubozu

Take a look at FRFHF. It’s geared to higher interest rates, real assets and most of its income isn’t correlated to economic activity. Trades at only ~8-10 earnings and should earn a 15%+ ROE on average over the next 5 years. It’s going into the S&P/TSX 60 so passive buying should increase the multiple over time.

adamtc4

FRFHF

Din4d4n

Fairfax Financial Holdings $FRFHF, they are like a mini berkshire. Brookfield Corporation $BN too.

scroto_gaggins

I’ve been looking at BX, APO, KKR. They’ve been beaten down pretty hard recently but I like the upside especially if there are rate cuts this year. They’re hard to value (or I just don’t understand how to) but I’ve read into them and the risks. I really like PGR. I’ve been looking into FRFHF as well after reading a couple threads on it. Really solid upside in the next decade

Veqq

BN, FRFHF, CNSWF or BRK, why bother with anything else?

BrownMarubozu

Don’t fight the quants. Unless earnings estimates are going down there is no reason for them to sell as the value factor isn’t relevant. Focus on games you can win. Take a look at FRFHF instead which is incredibly cheap because it doesn’t screen well for quants.

BrownMarubozu

If you are considering Berkshire Hathaway, I suggest also looking at Fairfax Financial (FRFHF). It’s my biggest position so I am biased but they deploy the same business model as BRK in that they are a holding company that takes advantage of the cheap/more than free leverage offered by insurance float. I expect FRFHF to grow much faster than BRK and it trades at a much lower starting valuation with more catalysts to expand the multiple.

BrownMarubozu

Take a look at FRFHF i.e. Fairfax Financial for the cash. It gives exposure to 2x the fixed income/share exposure than the share price at 5.1% currently and an equity portfolio with an even higher earnings yield for the other $800/sh.

BrownMarubozu

I really like FRFHF for long term retirement funds. On a look through basis, for every share purchased, one gets exposure to 2x as much in fixed income with the vast majority of that in treasuries. They also get another ~$800/sh in exposure to non-fixed income trading at a much higher earnings yield than treasuries. It’s just really hard for ROE not to average 15%+ for the next 5 years so I suspect the stock to more than double in that time frame.

eolithic_frustum

BRK.B, FRFHF, MKL.   Get all the benefits of a 3 fund portfolio plus concentration plus "free" active management.

vizk0sity

Always 100% in stock. 40% up ytd on mostly 3 positions, FRFHF, PLAB and GOOGLE. It helped that I sold Microsoft, meta and dump into these positions at close to the bottom however

artmast

FRFHF has been doing well recently and seems to have strong foundations for the future.