In short: A single-sentence comparator for the share-count behaviour: after noting that Fairfax India issued stock at the 2018 peak and repurchased it after the fall — "it all sounds obvious, but we are aware of very few companies that actually do this" — the post adds, "TerraVest is another company that comes to mind that is following a similar strategy." No figures, no valuation, no rating; a name to file rather than a call.
TerraVest gets one sentence, as a second example of a company that issues its own shares when they are expensive and buys them back when they are cheap. The observation being made is that this is obvious in principle and rare in practice — most managements do the reverse, buying back stock at the top when cash is plentiful.
No figures, valuation or recommendation are attached. Treat it as a name to look at later on the strength of one behaviour the author values, not as a view.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.