Fairfax: Fair and Friendly
About this episode
Recorded on: April 22, 2026
This week, Barry and Ernest break down their new
investment in Fairfax Financial including the business model, similarities and
differences to Berkshire Hathaway, and their strong track record in
underwriting insurance and growing shareholder value.
0:00- Introduction
6:44- Fairfax's business model
12:10- Disciplined insurance underwriting
21:00- Fairfax's investment strategy
28:58- Return expectations
34:44- Key man risk for Fairfax
36:30- Insurance industry risks
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