"Fairfax India was cited as a attractive way to play Indian infrastructure growth through discounted conglomerate structures."

"Fairfax Financial was presented as an attractively priced compounder offering asymmetric risk/reward through conservative valuation and disciplined underwriting, despite catastrophe exposure and key-man risks."

"The long-term bull thesis for Fairfax Financial centers on its dual capacity to underwrite insurance profitably while earning superior returns on its growing float through disciplined capital allocation."

"Fairfax Financial was argued as a high-quality, Berkshire-like compounding holding company leveraging insurance float and disciplined value investing."