Nikhil

[Nikhil @toobyrox]

@NuggetCapital His compensation really bothers me and has for a long time. What kind of an asshole CEO do you need to be to keep take 6M a year when your market cap is down a third and less than 750M.

[Nikhil @toobyrox]

@cdnvaluestocks @deepvalueco I have a very small position in dream and have held since 2022. You know I've been very impressed with how $MRD.TO has done. Consistent Buybacks, big deleveraging, dividends. I haven’t researched to understand why dream couldn't have done the same but im rooting for them

[Nikhil @toobyrox]

@abroninvestor @InvestorLensCA Hi Andrew, does the fund still own Fairfax India?

[Nikhil @toobyrox]

@growthstonksbro @OutSkied @Sportellosprea1 I think folks can buy upto 1.25 reported nev and still end up with a very good result. Remember reported nev has beaten indices in all time frames. It's deferred tax liabilities which gets subtracted out in calculating nev makes it all the more valuable. The greatest liability

[Nikhil @toobyrox]

@growthstonksbro @Sportellosprea1 Special dividend expectations!

[Nikhil @toobyrox]

@BrownMarubozu Sir you soured on good old $elf.to?

[Nikhil @toobyrox]

@evantindell $elf.to understands this as well as anybody

[Nikhil @toobyrox]

@abroninvestor Do you feel it might not be growing faster, intentionally? Meaning EL might just prefer allocating its cash in Empire Life into equities (higher risk tolerance, long term thinking) rather than the other lifecos.

That's probably why they may have sold Dominion. Thoughts?

[Nikhil @toobyrox]

@progressive_cap @nachkari Empire life owned by $elf.to?

[Nikhil @toobyrox]

@BrownMarubozu @BillBrewsterTBB Wonder how much of VOO they've been selling. It's very unlikely them to time the market so they must really think it's overvalued.

[Nikhil @toobyrox]

@NewcomerInvest I struggle to value it

[Nikhil @toobyrox]

@BrownMarubozu I'd say as much as you can get. Ignore the interest rate since you will likely use it a week a decade. It's like oxygen. You'd pay anything to get it when you don't have it.

[Nikhil @toobyrox]

@BrownMarubozu Get a big one. From as many banks as possible. I would have paid 50% interest rate for one week on March 15th 2020 lol. Keep it undrawn except one week a decade.

[Nikhil @toobyrox]

@BrownMarubozu Get a line of credit good sir. Lol I got mine on March 15th a say before the crash and immediately withdrew 100k to my checking account haha. The BMO rep looked at me like I was a bank robber lol. Actually I remember Fairfax did that in 2020. They withdrew all their LOC smart

[Nikhil @toobyrox]

@BrownMarubozu Do you use a line of credit? Margin risky no?

[Nikhil @toobyrox]

@BrownMarubozu Good man. I have 4 toddlers or I'll go balls to the wall too hahaha. I'm like 106% since retired.

[Nikhil @toobyrox]

@AB1001_disciple Still doesn't look cheap to be. But what the hell do I know lol