Swizzled Posted January 18, 2011 Posted January 18, 2011 http://valueinvestorcanada.blogspot.com/2011/01/zeke-ashton-centaur-capital-video-on.html He claims 2/3s of insurance companies are trading below book value. I'm a little suspicious of my ability to determine what skeletons each insurance company might have lurking as a result of premiums sold, but a basket approach might be something intelligent for me to do. I like Ashton. Nice steady track record, sensible concentration, tries to stick to decent businesses. Sounds easy, but I'm easily attracted to the crappy business but homerun valuation at times.
Guest Posted January 17, 2012 Posted January 17, 2012 Does anyone know his long term record at Centaur Capital?
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