Opportunities In Bank Investments; Nate Tobik At The Fairfax Shareholder Dinner [Video + Slides]

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Opportunities In Bank Investments; Nate Tobik At The Fairfax Shareholder Dinner [Video + Slides]

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).

Here’s what Charlie Munger had to say at the Daily Journal meeting

Charlie MungerCharlie Munger spoke at the Daily Journal Corporation's Annual Meeting of Shareholders today. Although Warren Buffett is the more well-known Berkshire Hathaway chief, Munger has been at his side through much of his investing career. Q4 2020 hedge fund letters, conferences and more Charlie Munger's speech at the Daily Journal meeting was live-streamed on Yahoo Read More


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.

Slides

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