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The Investor's Podcast (We Study Billionaires)  - The Investor’s Podcast Network — TIP832: Fairfax Financial (FFO.TO): The Berkshire Of The North w/ Kyle Grieve & Shawn O'Malley
Scout ratingSCOUT· 44%1h 06m·2026-07-19·Money

TIP832: Fairfax Financial (FFO.TO): The Berkshire Of The North w/ Kyle Grieve & Shawn O'Malley

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · 1095

In today's episode, Kyle Grieve and Shawn O’Malley analyze Fairfax Financial, the insurance conglomerate that Prem Watsa built from a near-bankrupt trucking insurer into a compounding machine often compared to Berkshire Hathaway. They break down Fairfax's insurance and non-insurance segments, its use of float, and the…

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What people are saying

“I missed these videos so much.”

— @i.compound · YouTube comment

“Used to see this company in too many portfolios. Thanks for covering this company.”

— @akhilsharma8131 · YouTube comment

“Yeah!!! Haven't watched it yet..but bought it in June”

— @rudyndombasi4122 · YouTube comment

“I hold Thomas Cook (India), which is a subsidiary of Fairfax.”

— @sunshinestudio-gh7ez · YouTube comment

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