David Thomas, author of The Fairfax Way, comes on the podcast for a wide-ranging podcast on Fairfax, including the company’s origins, macro wins, missteps in insurance, and what the future looks like for Fairfax as Prem approaches his 80s.
This podcast is sponsored by Trata
I already know you’re going to like trata. Why? Because you’re reading this blog post, meaning you’re interested in this podcast. And trata is just like this podcast (though without the handsome host!). Trata is anonymized transcripts of buysiders discussing stocks they are following and what they really think will drive the stock. I think you’ll get a ton of value if you just join as a lurker and read transcripts…. but if you want to take it further and do your own anonymized interviews, trata will actually pay you to have conversations on their platform as well! If you haven’t yet, check out Trata; I would be pretty surprised if any serious readers / listeners didn’t find value in their platform.
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Disclaimer: Nothing on this podcast or on this blog is investing or financial advice; please see our full disclaimer here. The transcript below is from a third party transcription service; it’s entirely possible there are some errors in the transcript.
Transcript for paid subs begins below