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Oliver Sung
@oliversung
05/10/2023
This write-up on Fairfax may be the most important I post in a while. $FFH $FFH.TO
https://junto.investments/fairfax-2/
Junto
Fairfax Financial: No Clues from the Past
On what makes a great insurance company, Fairfax's historical transformations, investment slump, underwriting tailwind, hard vs soft markets, culture, incentives, run rate profits, and price-to-book.
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Oliver Sung
@oliversung
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