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The Fairfax Way with David Thomas $FFH.TO
Podcast Episode #353
10 hrs ago
7
1
Weird Events, Part 2: Some quick hits $ADVM $DXLG $PETS $PGRE $WBD
The second in a series on the weirder corners of the event-driven market.
Dec 14
17
1
2
A (premium) $WBD $PSKY $NFLX bidding war
TL;DR: WBD (disclosure: long) is in a bidding war.
Dec 9
8
2
1
December 2025 premium update
Before we get to the updates- first, thank you so much for subscribing to the premium site!
Dec 8
9
1
Edge, Alpha, and the Enviri Strategic Review: What Actually Counts as Unique Insight? $NVRI
TL;DR: On their Q3’25 earnings call, Enviri (NVRI; disclosure: long) told you they were deep in a strategic review that suggested the company was worth…
Dec 8
18
3
2
Weird Events, Part 1: Alcon’s STAAR Surgical Deal ($ALC, $STAA)
The first in a series on the weirder corners of the event-driven market.
Dec 4
19
1
Rick's Thanksgiving Surprise: A Friday Night 8-K for the Age $RICK
TL;DR: On the heels of RICK’s CEO and CFO getting indicted, the company created one of the wildest disclosure timelines I’ve ever seen, with a key…
Dec 1
53
8
6
November 2025
Some things and ideas: November 2025
My monthly overview (Monthly recurring piece)
Nov 28
18
1
2
Yet Another Posting Hiatus due to War of Succession
Long time readers will know two things about me:
Nov 24
46
13
2
"Suspicion of Gross Fraud": some notes from passing on Intellego Technologies $INT.ST
Let me tell you a story.
Nov 21
43
8
5
Another (premium) proposed take-private
Why I think the odds of both a definitive deal and a bump are high
Nov 19
8
1
"Risk Riding" at Berkshire and Buffett's 2025 Thanksgiving Message $BRK
Risk riding: when great returns hide a tail risk
Nov 16
43
5
2
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