Recorded on: April 22, 2026This week, Barry and Ernest break down their newinvestment in Fairfax Financial including the business model, similarities anddifferences to Berkshire Hathaway, and their strong track record inunderwriting insurance and growing shareholder value. 0:00- Introduction6:44- Fairfax's business model12:10- Disciplined insurance underwriting21:00- Fairfax's investment strategy28:58- Return expectations34:44- Key man risk for Fairfax36:30- Insurance industry risks
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.
Listen to This Episode
More from Long Term Investing - With Baskin Wealth Management
Financial Planning Special
Constellation Software's New Era
The Greg Abel Era at Berkshire
TFI's trucking rebound
Get summaries like this every morning.
Free AI-powered recaps of Long Term Investing - With Baskin Wealth Management and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.