Prem Watsa Meeting Notes

[ExpectedValue]

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/

[Rabbitisrich]

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.

[Partner24]

Thanks for posting these notes.

[Vizi1]

I found this interesting....

 

-Fairfax could easily double underwriting volumes in the face of hard market, boosting earnings and investment float