Opportunities In Bank Investments; Nate Tobik At The Fairfax Shareholder Dinner by OddBallStocks

I recently had the opportunity to attend and speak at the Fairfax Holdings annual shareholder dinner in Toronto.  What started as a small group of Fairfax shareholders meeting in the back of a restaurant to talk about value investing has grown into a large charity dinner that this year hosted 180 investors and investment professionals.

My talk focused on opportunities in bank investments and specifically highlighted two ideas worth further consideration, Eastern Virginia Bankshares (EVBS), and Fifth Third Bancorp (FITB).

The video is on YouTube and can be watched below.  The slides are a little hard to see in the video so I’ve included a link to the PDF version below.

bank investments

Slides