UnThreaded | Threaded | Whole Thread (15) | Ignore Thread Prev | Next
Author: brewer12345 Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 35345  
Subject: Re: Income Investment Managers Date: 10/21/2010 9:33 PM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 6
Ben

Long FRFHF / FFH for >5 years


********************

Now that I have had time to think about it, please excuse my snobbery. I have a heavy bias as someone who was tasked for years for evaluating insurers/reinsurers for credit quality with a very high standard for creditworthiness. While I will probably never be convinced that Fairfax is a good underwriter, I freely acknowledge that what makes sense as an equity investor frequently does not dovetail with what would want to see in a company as a creditor to that name. Many's the equity investment I have made where I would never want to own the bonds (and vice versa).
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (15) | Ignore Thread Prev | Next

Announcements

Post of the Day:
Value Hounds

Medallion Financial: TAXI!
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement