Friday File, Part One: Fairfax, Columbia, IIPR and some Random Thoughts

by Travis Johnson, Stock Gumshoe | April 13, 2018 10:28 am

No Transactions in the Real Money Portfolio this week, but thoughts on Fairfax Financial and Fairfax India, Innovative Industrial Properties, and Columbia Financial

This is premium content. To view this article (and to have full access to the rest of our articles), sign up. Already a member? Log in.

Source URL: https://www.stockgumshoe.com/2018/04/friday-file-part-one-fairfax-columbia-iipr-and-some-random-thoughts/


6 responses to “Friday File, Part One: Fairfax, Columbia, IIPR and some Random Thoughts”

  1. fairmead15 says:

    Good afternoon Travis. With reference to your observation that having to write about ideas is the best way of learning about them. I worked in what is euphemistically called the finance industry for more than 45 years, during which time I often taught junior colleagues, in house, as well as the wider public at evening classes. From all that experience I came to realise that if you really want to learn a subject, try teaching it.

  2. jeremiahberndt says:

    Appreciate the knowledge and even more so the wisdom, as usual. I am often needing the reminder to come back to earth and stop digging for “answers.”

  3. steveflick says:

    Thanks Travis for the IIPR comments – gives me some confidence in the small speculative purchase week and half ago $3k IIPR and $4.5k IIPRPRA. Looking forward to your report on conference with Fairfax India.
    Be Well.

  4. jplpbp says:

    I really enjoy your honesty and candor. it makes me feel comfortable investing semi-beside you. thanks for doing this letter.
    jp

  5. ANANDA says:

    I want to buy Fairfax, but the volume is stopping me. Why the volume is so low (<9000)

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.