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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    $FYI - Energy Storage News - 6/4/2019 Some of todays articles; What solar can really do: SolarEdge’s augment...

  • Travis Johnson, Stock Gumshoe

    Don’t think I’ve ever owned MMYT, though I’ve written about it a few times. It’s far and away the largest OTA i...

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    Broker Fidelity has Fairfax India (FFXDF) listed as Rule 144A (restricted to restricted institutional trading). Th...

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    $FYI - The latest from Energy Storage News - 5/9/2019 Some of todays articles; Surviving extinction: What the ...

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    Thanks Joe. It makes logic sense that India has a huge market to be tapped in. What I don't know is why WIT stock hasn't...

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    The stock in questions was WIT, Winpro LLC of India. It moved from a close of $4.47 on Monday to its current late-in-the...

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    I've followed Mampilly for prox 2 1/2 years and have done quite well I think. Basically I just got tired of being upcha...

  • 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...

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

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    $VRB.V - National Entry Phases Filed in South Africa, India and the United States for VanadiumCorp-Electrochem Proce...

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    Sorry, I don’t follow the India market (or the so-called “Emerging Markets” in general) but I chanced upon a brief...

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    I've been a subscriber for almost two years and in that time I've made some money plus or minus 15K BUT most of that was...

  • RampageKy

    India in general is down in the past year, so it would be exceptional for any India fund to buck the trend. While I am a...

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    Mr Travis, do you (or readers) follow India markets as a whole? My 401k mutual fund (I have no choice) on India did poor...

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    Thanks MJ, This is the real reason I read stockgumshoe.Having worked in the “Health care” profession for decad...

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    India has Thorium. They had a plan to first build some uranium fired plants. And then to use their thorium for nuclear...

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

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    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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    Hi Travis, I see that you talked about possibly letting Naspers trigger a stop loss. What are your thoughts (recen...

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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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    I signed up to one of Doug Caseys newsletters predicting gold would soar in april 208 because of some Amnesty in India, ...

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

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

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

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

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

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    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...

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

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

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    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)...

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    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 ...

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

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    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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    Thanks Travis for the IIPR comments - gives me some confidence in the small speculative purchase week and half ago $3k I...

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    I think our credit cards will go on this coin with all of our licenses, passport, Birth Certificate, drivers, marriage, ...

  • 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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    Thanks Travis for the insightful and detailed analysis. You gave me a new idea about india. Checking market daily requir...

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    Okta is the stock pitch The one they talk in India is a partnership with netki in california Estonia is something call...

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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...

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    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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    I would trust a India gold exchange as much as the Rupee as a world currency....

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    Jean, It's BRAND NEW !! We don't even have it. China and India do. It will store everything you have driver's license...

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    They are saying in 4-8 weeks Ionic is going to have a JV with $CTEQF to market high tech public water purification in CH...

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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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    HN. I was referring to the two autoclaves fabricated in India in a rush order by Access Petrotec for BHP Billiton's Kwi...

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

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    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...

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

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    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-...

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    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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    I think I've made more money from Sjuggerudd's information than from any other. His advice got me into Tencent, for exam...

  • SoGiAm

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

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

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

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

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    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:...

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    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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    $KRYS Krystal Biotech Dr. K; ipo coming this week for a pre-clinical gene therapy company founded only last year b...

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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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    Same here! I lost too. I do not blame Moors directly though. The Fuc***g Wall Street lawyers set their dogs on the compa...

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    It's partially the industry's fault, not better informing the public as to the workings of US nuclear power technology, ...

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    Bought it for way less than a buck. Sort of a speculation play as nuclear simply has to be an energy play in India and C...

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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...

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

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    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...

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    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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    Yatra is really making inroads in India. Great article. Thanks fot sharing your thoughts :)...

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    War on gold, war on cash...here it is in print, stated innocuously that the G20 group wants to eliminate gold and cash ....

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    I wondered the same thing " why, why " while watching Modi avoid answering Megan's questions 'the way she hoped' and h...

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    Quote from Marc Faber..... "The federal government is sending each of us a $600 rebate. If we spend that money at Wal...

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

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

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    $PSDV: w/ topline data expected by end of 2Q17 (JUN17 estimate) from second of two and fully enrolled (as of end SEP16) ...

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  • arch1

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

  • achandra13

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    $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,...

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

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

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

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    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...

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