ExpectedValue Posted March 3, 2010 Share Posted March 3, 2010 A friend recently attended a talk given by Prem Watsa, here are some of the thoughts. These are notes that were given me, so I am unable to verify their accuracy but from the sounds of it, these appear to be very much in line with what Watsa has said in the past: http://streetcapitalist.com/2010/03/03/prem-watsa-of-fairfax-financial-on-insurance-and-investments/ Link to comment Share on other sites More sharing options...
Rabbitisrich Posted March 4, 2010 Share Posted March 4, 2010 Thanks for sharing. -Zenith has a vanilla investment portfolio, Fairfax intends to have Hamblin-Watsa take over and try to boost performance -Crum & Forster may be able to sell products through Zenith’s network of brokers and agents. Sounds good. Link to comment Share on other sites More sharing options...
Partner24 Posted March 4, 2010 Share Posted March 4, 2010 Thanks for posting these notes. Link to comment Share on other sites More sharing options...
Vizi1 Posted March 4, 2010 Share Posted March 4, 2010 I found this interesting.... -Fairfax could easily double underwriting volumes in the face of hard market, boosting earnings and investment float Link to comment Share on other sites More sharing options...
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