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Value After Hours S05 E41: Vaughan Nelson's Scott Webber on concentrated large cap value investing

The Acquirers Podcast

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Market Conditions and Fairfax's Results

They discuss the impact of low interest rates on banks and insurance companies, focusing on Fairfax's inconsistent operating results. They highlight the positive changes in insurance rates and how it has affected Fairfax's growth in net income and book value. They also note the ease of holding Fairfax due to its average price to book ratio remaining below 1.

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