Ben Watsa

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Ben Watsa

Ben Watsa

@benwatsa

Founder, CEO & CIO of Marval Capital Ltd. PM of Marval Guru (India) Fund Chairman of Fairfax India Director of Fairfax Financial

Toronto Katılım Eylül 2011
0 Takip Edilen1.6K Takipçiler
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Nirmal Jain
Nirmal Jain@JainNirmal·
A milestone day for IIFL Capital. Delighted that Prem Watsa backed Fairfax, our partners for over 15 years, are increasing their stake to 51% with a ₹2,000 crore capital infusion and open offer. Having been long-term shareholders for many years, this is a strong vote of confidence in our people, platform, governance, and long-term vision. This partnership brings together entrepreneurial energy and global institutional strength, positioning IIFL Capital strongly for the next phase of growth across wealth management, investment banking, institutional equities, asset management, and financial services. Excited about the journey ahead. indianexpress.com/article/busine…
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David Thomas
David Thomas@MrDavidThomas·
Medal winner! THE FAIRFAX WAY won silver in the Axioms for Corporate Biography! Great momentum build for a book about a (formerly) low profile company. 👏👍🙏 Gold to @stephenwitt for Nvidia book, which also won FT Biz Book of the Year. #books
David Thomas tweet mediaDavid Thomas tweet media
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Ben Watsa
Ben Watsa@benwatsa·
Fairfax Financial's 2025 giving report: $90M donated this year, $570M since 1991 — a 520× increase at ~20% CAGR. The architecture: 2% of pre-tax earnings, split 50/50 between central foundation and operating companies. Giving that compounds like the business. fairfax.ca/wp-content/upl… @FFH_TO $FFH.TO $FIH.U #Fairfax
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Ben Watsa
Ben Watsa@benwatsa·
Seven Islands Shipping Limited led by Captain Thomas Wilfred Pinto, his son Clayton, and their team have compounded this business quietly and brilliantly since we partnered in 2019. A textbook founder-led story and one we are very proud to be part of. We premiered a video about it at our 2026 Fairfax India AGM: vimeo.com/1183857291/e37… $FIH.U #FairfaxIndia #AGM @Sevenislands12
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Ben Watsa
Ben Watsa@benwatsa·
One of the best ways to understand a company is to hear directly from the people building it. Fairfax India is launching a podcast series on our holdings - bringing shareholders closer to the businesses, the management teams, and the India growth story. First up: BIAL (Bengaluru International Airport). Great work by Kasi Rao, @HariMarar, and the entire team that made it happen. fairfaxindia.ca/podcast/
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Ben Watsa retweetledi
Dhaval (Investment Books)
Dhaval (Investment Books)@InvestmentBook1·
New Book in the town, A Must Buy The Fairfax Way captures the inside story of how a culture of treating people right can be a secret competitive moat to long-term outperformance geni.us/1bjlo0
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Ben Watsa
Ben Watsa@benwatsa·
@Rogers Value Investment in the @BlueJays and @RogersCentre (the SkyDome): - Rogers tried to buy Vidéotron in 2000; when Quebecor topped their bid, Vidéotron terminated the deal and paid Rogers a C$241M break-up fee - Rogers took the fee and bought 80% of the Jays for US$112M (2000) (and remaining 20% in 2004) - They turned around the Jays, which posted a league worst US$52.9M operating loss in 2001; by 2004 losses had shrunk to ~C$7M, near break-even by 2005. - The SkyDome Cost: ~C$570–600M to build; Sportsco bought it out of bankruptcy for ~C$80–85M (1999); Rogers got it for C$25M (2004) because it had operating losses. - Vertical integration moat: team + stadium + Sportsnet rights - Forbes pegs Jays' value at ~US$2.2B (2025) #BlueJays #Toronto @MLB #WorldSeries #ValueInvesting
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