“I assume that Fairfax stays true to its long term goal of achieving about a 15% return on equity.”
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Fairfax Financial's actual return on equity (ROE) over the next 5 years averages approximately 15% or within a reasonable band (e.g., 13-17%)
Chris Begg reports that experts predict over 80% of total miles driven globally will be autonomous within ten years.
Chris Begg predicts Tesla and SpaceX combined will deliver a 10X return over ten years (26% IRR).
Jason Brett projects Fairfax will deliver approximately 14.7% annualized returns through 2030 under base case assumptions.
Jason Brett projects Fairfax Financial's book value will reach approximately $2,424 CAD by end of 2030.
Jason Brett states Intuit management targets 20% annual revenue growth by 2030.
Jason forecasts dLocal TPV will grow ~38-40% through 2028, then decelerate to 20%
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