Fairfax Financial: No Clues from the Past
On what makes a great insurance company, Fairfax’s historical transformations, investment slump, underwriting tailwind, hard vs soft markets, culture, incentives, run rate profits, and price-to-book.
This is a complete list of research I have done on the subject.
On what makes a great insurance company, Fairfax’s historical transformations, investment slump, underwriting tailwind, hard vs soft markets, culture, incentives, run rate profits, and price-to-book.
On Prem Watsa, the main drivers of the insurance business, Fairfax’ investment performance, the historic market discount, and the ethos.
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