HeyJaredBerczy Park Capital’s Substack
Substack for Berczy Park Capital, a private family office in Toronto, Canada
- Indexed issues, last 90 days
- 1
- Latest publication
- Jul 6, 2026
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- Jul 6, 2026
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Past is Prologue (opens the original)
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Two things motivated me to start this substack. The first was to help my nephew, Ryan, add to his experience in financial analysis, and the second was to get the word out (and receive feedback) about Fairfax Financial (FFH), which I continue to believe is a generational investment opportunity. My urgency was due to the hypothesis that multiple expansion would continue as long as BVPS growth was persistent especially if it was added to the S&P/TSX 60 (XIU).Later, I thought FFH would buck its weak
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