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
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