Notes on Fairfax Financial Holdings' Shareholder Letters (1998-2017)
These are my own scratch notes on what I found interesting and noteworthy as I read through Prem Watsa's Shareholder Letters.
Jun 28, 2018
Circle Of Competence Issue #15
Prem Watsa Deep Dive, Warren Buffett & Jamie Dimon on Short-Termism, Tech Monopolies, End of The Tech Superstar Era, Icahn's SandRid
Jun 10, 2018
Circle Of Competence Issue #12
Tech Private Equity Titans, Legal Sports Betting, Self Driving Cars, Munger's Wesco Letters, Book Reviews, and More.
May 20, 2018
Circle Of Competence Issue #10
Lampert's Sears, Tesla's Mistakes, Bill Miller, CRISPR, Deep Tech, Robotics, Jeff Bezos' Annual Letter, Warren Buffett's Let
May 5, 2018
Circle Of Competence Issue #9
Markel, Buffett's Edge, Global Yield Curves, CRISPR, Deep Learning, WeWork, LTSE, Exor, Fairfax.
Apr 29, 2018
Circle Of Competence Issue #8
Special Situations, Startup Land, Real Estate, Fund Letters, Fairfax Holdings, Renaissance Re, Exor
Apr 22, 2018
Circle Of Competence Issue #7
Yield Inversion, LEAPS, Culture, Space, BTC, Fairfax Holdings, Berkshire Hathaway
Apr 18, 2018
Circle Of Competence Issue #6
History of the Fed, 3-D Printed Houses, CBCC's, Spinoffs, and Fairfax Letters to Shareholders
Apr 8, 2018
