Q3 2021 Letter $FFH.to tidefall.substack.com/p/q3-2…

Oct 18, 2021 · 3:45 PM UTC

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Replying to @TidefallCapital
It’s so interesting that smart smart people short despite the terrible math.
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they were coming off the cds win which i think affected their thinking.
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Replying to @TidefallCapital
Great letter. What do you think about Fairfax’s investment in blackberry?
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thanks no real insight beyond what's already been discussed.
Replying to @TidefallCapital
True value stock sitting in plain sight, positioned to do very well in an inflationary environment. Long $FFH $FRFHF
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Replying to @TidefallCapital @BrownMarubozu
I miss options on this ticker ... Canadian market makers suck ...
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Replying to @TidefallCapital

ALT Angry Season 4 GIF by The Office
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Replying to @TidefallCapital
Good overview of FFH ups and downs Trevor. Was just thinking about the position today am, maybe this is just the cosmic signal I need to just close eyes and soldier on for now.
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Replying to @TidefallCapital
Nice write-up! Hope the $FFH.TO play works out - seems like a painful hold for any LT shareholders over the last several years.
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Replying to @TidefallCapital
Great write up thx for sharing
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Replying to @TidefallCapital
Too long for a 1 Pager but they have recently.spun off other investmenrs showing that they have a lot of tools in the value creating
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Replying to @TidefallCapital
@BrownMarubozu
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Replying to @TidefallCapital
When I go out I carry my water bottle or I buy it from nearby Groceries. Unlike America water in Dubai is $ 3 to $ 5 in a restaurant; you get the same in 50 cents outside.
Replying to @TidefallCapital
which personnel change are you referring to?
Replying to @TidefallCapital
Isn't time to buy @rivn?
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Replying to @TidefallCapital
Plzfix.net
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Replying to @TidefallCapital
Are you worried about go digit? The last 3 months they haven't grown at all.
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Replying to @TidefallCapital
daily prophet@Michael03012649
4 Aug 2024
Who Is Prem Watsa? Meet An Orphan's Son, Who Built Rs. 14171 Crore From Rs. 64, Bids For IDBI Bank bollywoodshaadis.com/article…
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