“I assume that their ability to allocate capital remains top notch and and that the insurance and non insurance businesses continue to turn a profit and are run very, very well, which they seem to be doing here.”
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Both insurance and non-insurance segments report positive operating profits in subsequent fiscal years
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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