howardroark’s Activity

Sun Nov 20

NL

Boards Post

howardroark replied to the Deranged Monkey Criticism board. 4:53 PM

Re: A Few Ideas

I meant of course $1.0+ B in EXCESS of cost, if you record at market. Thomas Cook of India, Cara, ICICI holding, etc...

that's a fair point and always kind of a tough call. surely if you're shorting them out you can give full [more]

Sat Nov 19

NL

Boards Post

howardroark replied to the Deranged Monkey Criticism board. 9:00 AM

Re: A Few Ideas

one point about Fairfax. when you talk about it trading near book value, it's worth noting this includes goodwill. there's nothing wrong with giving them credit for acquiring good insurance businesses (I miss you Zenith), but if FFH were [more]

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Big red star, 1000 posts Top Favorite Fools Feste Award Nominee! Old School Fool
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