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  1. This really is interesting to think about. The team at Fairfax has far more visibility into their holdings than any of us do, but I for one hate the idea of selling Eurobank any more than they already have to in order to retain their 33% ownership. Poseidon seems like a more obvious choice from my perspective but that depends largely on how much they can get versus how much they feel it's intrinsically worth. If this does come together, the one thing I would bet on in terms of financing is virtually all of us will say "Hmmm, I didn't even think of that" regarding one or more aspects of it. That's a big aspect of why I have such an outsized position in Fairfax, I'm effectively paying them make capital allocation decisions way smarter than I could ever do myself. -Crip
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