How Prem Watsa Built Fairfax While Missing FAANG

Johnny HopkinsPrem WatsaLeave a Comment

Prem Watsa’s 2019 shareholder letter isn’t just a business update—it’s a clear example of long-term investing and disciplined growth in action. Fairfax earned a record $2 billion, with book value up 14.8%, and yet Watsa remains humble and focused: “We are working on it!” he writes, referring to the still-recovering … Read More

Prem Watsa: How To Achieve 20%+ Returns

Johnny HopkinsPrem WatsaLeave a Comment

In his 1987 Shareholder Letter, Prem Watsa discusses how short-term market fluctuations are driven by emotions and don’t reflect underlying business fundamentals. They advise investors to focus on company fundamentals and not be swayed by market swings. Here’s an excerpt from the letter: We have been asked many times as … Read More

Prem Watsa – Top 10 Holdings – Latest 13F

Johnny HopkinsPrem WatsaLeave a Comment

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

Prem Watsa – Top 10 Holdings – Latest 13F

Johnny HopkinsPrem WatsaLeave a Comment

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

Prem Watsa – Top 10 Holdings – Latest 13F

Johnny HopkinsPrem WatsaLeave a Comment

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More