Compounding Quality

Compounding Quality

Fairfax India: discount on discount?

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Compounding Quality
Aug 27, 2026
∙ Paid

Hi Partner 👋

As you might know, we recently added Fairfax Financial ($FFH) to Our Portfolio.

One of the biggest reasons we bought it?

It’s an easy way to invest in one of the world’s most attractive growth markets: India.

Fairfax’s investment portfolio is worth roughly $75 billion, with $4.3 billion already invested in India.

In other words, about 5.7% of …

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