Topic Archives: India

Friday File, Part Three: India (Fairfax India and Graham Value Conference notes and thoughts)

Fairfax India Holdings (FIH-U.TO, FFXDF) is a separate investment fund controlled (and about 1/3 owned) by Fairfax Financial (FFH.TO, FRFHF). For those unfamiliar, it was started because Fairfax wanted to put more into India, but felt there was a limit to what they could invest in that one country — so they launched a separate […]

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  • Travis Johnson, Stock Gumshoe

    I haven't traded the OTC US shares recently, my purchase was direct in Toronto via Interactive Brokers, but it sounds li...

  • Travis Johnson, Stock Gumshoe

    Haven't looked at them recently, though I see they've been trying to build in India through acquisition... including, ju...

  • Travis Johnson, Stock Gumshoe

    The earnings are largely irrelevant — the impact of the rise or fall in value of their investments in any given quarte...

  • Travis, I wonder if you could go into a little more detail on your thoughts on Fairfax India. I'm really unhappy with t...

  • Great summery as usual Travis(the longer the better for me) couple of questions:- Do you think berkshire is still a buy ...

  • Travis, sorry I'm late to the discussion, but it is my understanding that NOK is building low cost phones for the emergi...

  • Travis Johnson, Stock Gumshoe

    Clean TeQ triggered a stop loss a while back, as cobalt prices dropped and the capex numbers for sunrise climbed — I s...

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  • $EBIX long, growing presents in India https://finance.yahoo.com/news/ebix-acquires-miles-software-leading-125730736.htm...

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  • $FYI - EV Company News For The Month Of August 2018 by Matt Bohlsen @SA Includes: AAPL, APTV, AUDVF, BABA, BCCMY, ...

  • Travis, $EBIX long, has a growing presents in India. You make want to take a look at them. Founder and CEO is Indian and...

  • You were smart to doubt it. That's an ongoing world wide scam. The known sources are mainly from India, Nigeria, and Eas...

  • Thanks Sarah, this only helps get the story out there. Regards India I'd say that after China, India have a very good re...

  • FYI Dear Clean TeQ News Subscribers, Local Media Coverage Following release of the Definitive Feasibility Study f...

  • IMO I wouldn't say that they choose India per se. The mandate is what their attention is focused on. As the market for E...

  • CLQ put out an email today containing links about India's state owned firms being mandated to secure EV metals from 'abr...

  • Hopeful, obviously; but no deal announced yet. Ionic was to deliver new samples and meterials for testing, once they...

  • The preventative antibiotics situation is scary, especially in India. As always, thanks for all the information and i...

  • Gr8Full!

    $FZO.asx > Sophisticated Investor research update Family Zone Cyber Safety Ltd (ASX: FZO, Family Zone or the Company)...

  • I sold my positions in India (ffxdf). I don't like corruption....

  • Travis Johnson, Stock Gumshoe

    Corruption is huge in India, as is bureaucratic molasses — that’s a lot of what reform is trying to address, having ...

  • Brilliant summary on India Travis! Corruption is specifically not mentioned as a risk but, as compassion and spiritualit...

  • Thanks for the write up, makes me want to go out and buy some Fairfax, but already have a lot of Fairfax India. Really ...

  • Gr8Full!

    Results - ty https://twitter.com/BigCheds/status/987865849489952768 Catalyst $TAW asx https://twitter.com/gassin12...

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  • Gr8Full!

    Ionic Industries April update: https://mailchi.mp/73d90ee35125/new-patent-breakthrough-and-directors-interests-1077789...

  • Travis Johnson, Stock Gumshoe

    There are quite a few — INDA is the biggest broad Indian index ETF, and EPI is the earnings-weighted one Fromm wisdomt...

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  • Hi Travis/gumshoes, general question I’ve been meaning to ask following the portfolio updates. I’m from the UK and h...

  • It says: "The technology is already used in Estonia, India, and soon in China, etc." which is of course misleading. Indi...

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  • Solar is anything but free!! You have to buy the equipment all supplied from China so you've started by paying tax mone...

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  • Interesting. I am having trouble accepting any of your premises. Not caring about species going extinct? Is that o...

  • A keen Austrian environmentalist buddy, Max Deml, put me and my readers into a company which runs large solar electricit...

  • Gr8Full!

    Updated: Condor Gold Plc http://www.goldstockdata.com/company/690-Condor-Gold-Plc.html Condor Gold is advancing a...

  • well. India and China come to mind. Suzuki, the parent firm of India's largest car-maker, Maruti Suzuki, announced i...

  • Even if china economy pulls back cant the develpment of AFRica and india and Parts of Asia drived commodity prices?...

  • SoGiAm

    EV Company News For The Month Of December 2017 https://seekingalpha.com/article/4134588-ev-company-news-month-december-...

  • Your very welcome, Ted. Lannas, You just have to be pinching yourself to be in Ebix!! This company is well on its w...

  • Dr. KSS MD PhD

    Because CEO Jeff Wolf is in India right now, coverage of Heat Bio $HTBX is delayed til at least January....

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  • SoGiAm

    The Passion Flower is known as the Clock Flower in India and Japan https://pbs.twimg.com/media/DPOaBcOU8AIHl1n.jpg ...

  • Mass adoption in china is at 52 percent In 5 years they will add the entire population of the US online. Another 5 year...

  • Something that is cheap and effective is putting ground tumeric/curcumin and black pepper on your food. It ruins the t...

  • Can anyone from US please help me in cancelling the auto renewal for the subscription? As i m from India and unable to ...

  • I've owned FFXDF for over a year and I can already tell this is going to be a long term holding. Love the fact it's Prem...

  • SoGiAm

    #CarSales - 2005 - India: 1.4 million, China: 5.7 million; #Now >>>> 2016 - India: 3.6 million, China:...

  • When Travis wrote up the Yatra warrants one of my US writers got excited and bought some and then proposed that we write...

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  • I almost bought FRFHF a while back but went with FFXDF instead. It allowed me to invest in both Prem Watsa and India. Ca...

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  • I am sold on UEC. FYI..........Former US Energy Secretary, Spencer Abraham, has joined UEC and is Chairman of the Boar...

  • Hello, Michael -- Thank you for making the effort, writing this rather long and very heartfelt piece. While each of you...

  • Anyone who doubts this very wise essay should visit India, as I did two years ago. Yes, 4x the U.S. population in 1/3 th...

  • Add to the steady increase in the world's population the rising per capita use of the world's resources and you will see...

  • arch1

    Dave Of course you are right about drugs given every day started in plants, herbs, fungi, even animals. Folk medicine wo...

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  • Interesting article for those invested in Hep C drug arena. Natco Pharma releases a generic version of sofosbuvir in I...

  • VEDL, anyone follow this?(a long way away in INDIA)...

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  • arch1

    Trace minerals are nothing new and Monsanto/Bayer is huge player with India coming on fast. http://microplexfertiliz...

  • achandra13

    $BIOC Great info doc. Just wondering if you picked adding a "-wallah" to a word from your travel/interactions/readings ...

  • $SCYX: A new article published in Medscape features Candida auris and SCY-078. I am posting the article in its entire...

  • Travis Johnson, Stock Gumshoe

    I think investing in India is a great idea for long term investors. I applaud their efforts to squash the black market,...

  • What do you think about India with it's retinal scan, fingerprinting, money gathering exploits?...

  • I got into Fairfax India due to India's economy and it has been doing well....

  • There is more to the equation than efficacy, Dr. and you neglect to mention side effects and cost. Unfortunately the th...

  • Look up how many standard metropolitan areas of more than 1 million people exist in China and India....

  • Dr. KSS MD PhD

    Realistically, plazomicin will be expensive enough in the US that in view of its spectrum, many hospitals will try to li...

  • Travis Johnson, Stock Gumshoe

    I like the idea of Fairfax creating this fund, though it's arguably less appealing than their India fund was a couple ye...

  • Long $SCYX Hot tip from Twitter (positiontrader74, you here?). AAC Accepted Manuscript Posted Online 21 February 2...

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  • arch1

    Following is not from Stat, but is similar treatment tourism in India. I am certain such is clear violation of agreement...

  • Cannabis is not a pain killer. It may mollify pain awareness or opioid craving. Some workers in India consider cannabis...

  • arch1

    Progresssive technology now used in India, Brazil, Cayman islands will perhaps someday be permitted by FDA in US. htt...

  • A Teen's Family Fought To Get Her A Restricted TB Drug — And Won “A teenager who sued the Indian government to ga...

  • $AKAO overweight Helen, thank you for your passion and the constant, up-to the-minute DD you are posting for $AKAO. Y...

  • Best part of all, the USA could also cure the 12,ooo,ooo people in India and get about $10 Billion selling it to them at...

  • arch1

    Eight billionaires 'as rich as world's poorest half How even the BBC is induced to deliver fake news like this; ht...

  • arch1

    I agree. In 20 years the only Non Islam countries are likely to be Russia, China. America, North and South, Possibly t...

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  • Interesting to see you have Cameco. I have some more speculative plays in uranium, like UEC. The sector will come back, ...

  • Travis Johnson, Stock Gumshoe

    Not necessarily, though steady demand as new plants replace those that are shuttered would certainly help. The biggest ...

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