Centaur Capital Partners Zeke Ashton Likes Fairfax Financial And Aspen Insurance Holdings

At the Value Investing Congress, Centaur Capital Partners Zeke Ashton likes Fairfax Financial (

) and Aspen Insurance Holdings

. Zeke Ashton sees Aspen Insurance hitting $40. Aspen Insurance continues to buy back its stock at a significant discount. Ashton thinks Aspen Insurance should trade at 1.5x times book value. There is always risk with stocks that depend on weather, human element in underwriting risk and interest rate risk.