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watsa-insurance-float

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Use when evaluating Prem Watsa / Fairfax-style value investing: insurance float, contrarian allocation, special situations, and conservative downside-focused capital allocation.

When to use

• insurance float analysis
• Fairfax-style capital allocation
• contrarian value with insurance engine
• float-driven compounding

When not to use

• The setup is outside this model's universe and another investor skill fits better.
• Critical data is missing and the model requires it.
• The user wants guaranteed returns or unbounded leverage.
• The request is only generic market chatter with no decision.

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