Fairfax: Fair and Friendly
From Long Term Investing - With Baskin Wealth Management by Barry Schwartz
April 28, 2026 · 43 min
About this episode
Barry and Ernest discuss their investment in Fairfax Financial, comparing it to Berkshire Hathaway and exploring its business model and investment strategies.
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
People in this episode
Host: Barry Schwartz
Guest: Ernest
Topics covered
- investment analysis
- insurance underwriting
- shareholder value
- investment strategy
- risk assessment
Keywords
- Fairfax Financial
- Berkshire Hathaway
- insurance underwriting
- investment strategy
- shareholder value
- key man risk
- insurance industry risks
Mentioned in this episode
Organizations: Fairfax Financial, Berkshire Hathaway
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