FairFax [FRFHF]

Mid-Year Review [July 2020]

I hesitated before deciding to write mid-year review of some of the companies I talked about because I do not want this blog to be seen as a place to receive stock tips or buy/sell recommendations. Rather, I consider this blog as a real-time journey into my research process. Sometimes I encounter a really great …

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FairFax: Lemon or Floating Above Buffett’s Shoulders?

Introduction Warren Buffett made insurance sexy. I can think of a few other insurance companies besides Berkshire that are interesting in their own respect (Aflac comes to mind), but besides these few shining stars, the industry is boring. Most insurance companies can be boiled down to a book of debt securities, an ethereal “policy holder” …

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