PERSON DIRECTORY
David Thomas
David Thomas appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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The Fairfax Way with David Thomas $FFH.TO
Fairfax delivered a 19.2% cumulative annual return from 1985 through 2024 as insurance, investments, and non-insurance operations evolved into three concurrent earnings engines after costly lessons in under-reserving and hedging.Buybacks have retired more than 20% of shares but recently slowed; succession and the 15% long-term book-value-growth objective now test whether this second wind can outlast Fairfax’s “seven lean years, seven fat years” rhythm.