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Zeke Ashton - Centaur video


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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.

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  • 11 months later...

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