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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (59443)	5/13/2017 9:28:11 AM
From: Spekulatius	Read Replies (1) of 78744

Re Fairfax - what is you valuation for FRFHF? I think it trades at 1.5x book value post merger? This seems expensive, given that BRK trades at 1.42 x book and seems a much more straighf Forward value case. I felt they paid top $ for AWH at 1.4x book. AWH s a straightforward insurance co. That invests in bonds, so there is not a whole lot of hidden value in the books.

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