Fairfax made news last year with its large equity and debt investment in Seaspan Corporation (SSW). David Sokol, Chairman of Seaspan, has been making sweeping changes as was normally the case when he was put in charge of Berkshire Hathaway’s ailing businesses such as NetJets and Johns Manville.

We recently came across this video where Sokol discusses how the container liner industry undergoing a structural change, and how Seaspan is trying to position itself for this change. Following this, we read Seaspan’s investor day