Calls
1
u/investingjat
Reddit r/ValueInvesting
Win Rate
100.0%
return
+2.6%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 24
$17.84
+2.6%
Author argues Fairfax India (FIH.U) is a NAV play trading at a discount: NAV values the stock around $23/share, but valuing Bangalore airport at peer multiples implies about $28/share, a 30% base-case and 60% bull-case margin of safety. The key catalyst is a potential BIAL IPO, alongside BIAL passenger/cargo growth, IIFL AUM growth with healthy NPAs, and buybacks below book value. The main stated risk is Indian market volatility and rupee depreciation of 3-5% annually, though the author believes FIH's structural moat makes it resilient.
Other
Showing 1 of 1 calls · sorted by mentions
Choose a mentions count to open ticker posts.
u/investingjat has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: FIH-U.TO.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
