Letters by company

Fairfax Financial Holdings Ltd.

1 letter discussing 0KV5. Everything written about it on this site is on its ticker page.

EdgePoint Wealth Management Dropping the (crystal) ball EdgePoint Wealth Management argues that forecasting markets on annual earnings estimates is unreliable and instead bases investment decisions on proprietary insights into businesses. It cites Fairfax Financial’s shift toward more predictable cash flows and SAP’s cloud transition, while describing new research into Applied Materials, Roche, Revvity and MinebeaMitsumi. 4th quarter, 2024 SAP $241B