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David Thomas
Business journalist and author of The Fairfax Way, who covers Fairfax's history, investing strategy, insurance operations, and major macro calls.
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Dec 16, 2025
• 59min
The Fairfax Way with David Thomas $FFH.TO
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David Thomas, a seasoned business journalist and author of The Fairfax Way, shares insights into the remarkable journey of Fairfax. He delves into the company’s impressive 19.2% annual returns and its evolution in the insurance and investment landscape. David discusses the strategic lessons learned from both successes—like shorting tech—and challenges such as the missteps with BlackBerry. He also reflects on the importance of political contexts in investment decisions and offers a glimpse into the future as Fairfax navigates upcoming leadership changes.
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