AllWeatherFund

Portfolio Manager | Real Estate Investor

[AllWeatherFund @AllWeatherFund]

@leadlagreport Who is they? Isn’t the limit specific to each institution?

[AllWeatherFund @AllWeatherFund]

@OmxBerry @BrownMarubozu @VikingVan100 I have 5% of my portfolio in Fairfax. Long term I'm bullish. I just think it's unlikely to perform well while the insurance industry is going through a downturn.

[AllWeatherFund @AllWeatherFund]

@compoundpapi I'm part of this statistic lol
#babymama gang

[AllWeatherFund @AllWeatherFund]

@BrownMarubozu @OmxBerry @VikingVan100 Investors forgetting that insurance is a cyclical business and Fairfax doesn’t just always go up is the reason they bought at $2400/share and are now underperforming the S&P by 40%

[AllWeatherFund @AllWeatherFund]

@OmxBerry @VikingVan100 I figure they’ve bought a lot at current and higher levels. If the insurance cycle continues to worsen the stock will ger cheaper

[AllWeatherFund @AllWeatherFund]

@deepvalueco Send this to Brown

[AllWeatherFund @AllWeatherFund]

@WLinvestment @DrJStrategy You gotta be slightly retarded to believe that

[AllWeatherFund @AllWeatherFund]

@ErnestWongBWM $TFII.TO LFG

[AllWeatherFund @AllWeatherFund]

@DarkfireCapital @ErnestWongBWM summed it up

“Think he was quite honest about this in the Berkshire AGM... Priority will be on business tuck-ins, whole acquisitions, and being a liquidity provider of last resort during crisis.

Would be surprised if he starts picking stocks the way Buffett did”

[AllWeatherFund @AllWeatherFund]

@rhunterh $170,000 position for someone with a $10M networth is a reasonable position

[Compounding Quality @QCompounding]

"My largest positions aren’t the ones I think I’m going to make the most money from. My largest positions are the ones where I don’t think I’m going to lose money." -- Joel Greenblatt

[AllWeatherFund @AllWeatherFund]

@JibbyCap If you add up the real estate and value the operating business at zero you get about $6/share.
Managment owns over 50% of the float, and consistently buy back stock.
They sold one of their properties in 2022 and issued a special dividend with the proceeds.

[AllWeatherFund @AllWeatherFund]

Is $TSL.TO worth buying for their real estate?

[AllWeatherFund @AllWeatherFund]

@DudeWhoInvests Earnings growth is typically very high right before a crash. During the dot com crash the S&P earnings were growing at 30%

[AllWeatherFund @AllWeatherFund]

@OmxBerry @VikingVan100 Nej, det tror jag inte 😊

[AllWeatherFund @AllWeatherFund]

@OmxBerry @VikingVan100 Stock is down?

[AllWeatherFund @AllWeatherFund]

@ChizaramNelo It wasn’t a surprise to anyone. We’ve technically been in a recession for a while.

[AllWeatherFund @AllWeatherFund]

@JerryCap $WCN is higher quality IMO

[Boring_Business @BoringBiz_]

CFOs realizing that their AI token cost is about to be higher than all the people they laid off