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Hamblin Watsa's Position Reduction In The Bank Of Ireland Raises A Red Flag
Tuesday, April 15, 2014 - 9:25am | 501In 2011 Hamblin Watsa, a subsidiary of Fairfax Financial Holdings, opened a significant position in the Bank of Ireland (NYSE: IRE) and until the most recent quarter was the second largest holder of the bank. However, the fund has cut its position by a third this quarter. In a March letter the...
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Highlights From Zeke Ashton At The Value Investing Congress
Tuesday, October 12, 2010 - 3:30pm | 245Zeke Ashton spoke at the Value Investing Congress and discussed some out of favor sectors to the value investors in the audience. Ashton mentioned property and casualty insurance, asset managers, and retailers as being particularly out of favor right now. Ashton said that on a screen he ran, that...