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Zeke Ashton - Centaur video


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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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