简单研究了下，公司本身是类似伯克希尔哈撒韦的保险公司浮存金长期投资收益的模式，但是13F的选股实在是耸人听闻，投了一水的垃圾公司，诸如黑莓、Fitbit之类，都是产品垃圾公司价值持续毁灭的标的，导致这公司近年来股价暴跌。。prem watsa此人的选股能力堪忧，而且似乎还死不悔改，投错了死扛。所以这个老总对其他公司的背书可靠性也存疑。Atlas的前身塞斯潘基本是经营失败破产重组的，但管理层似乎没有彻底替换，那么新任CEO是否可以把这个摊子管理好还真是难说。//@坚信价值:回复@坚信价值:【巴菲特接班人的新征途Atlas Corp（ATCO）】
$枫信保险(FRFHF)$ 老板Prem Watsa吹他们的第一大仓位$Atlas(ATCO)$ （之前名字叫Seaspan），里面其实最中心的逻辑就是投资一个人，大卫索科尔（David Sokol）。
索科尔曾经是巴菲特的二把手，在Lubrizol丑闻之前是最热门的接班人。$伯克希尔-哈撒韦B(BRK.B)$ 
以下摘自枫信2019年报：

1、在把APR合并进来之后，ATCO定位为一家投资控股公司。将打造成一个投资复利机器，伯克希尔能源2.0。
2、ATCO的主席索科尔，在领导伯克希尔能源的20年，年化回报20%。
3、（按照2019年底的股价）8.5倍市盈率，3.5%股息率。更新：现在跌回来之后，4倍市盈率，6.3%股息率。

4、ATCO是枫信的最大投资。枫信投了7.6亿美元的股权，5亿美元的债，还有面值2亿美元的期权。
Under the leadership of David Sokol as Chairman and Bing Chen as CEO and with the acquisition of APR Energy, we expect that the recently re-named Atlas Corp. (formerly Seaspan) will continue to be a significant driver of shareholder value over the long term. 
With the addition of APR, Atlas Corp. has become a holding company that we fully expect David and Bing will continue to build into a compounding machine (think Mid-American 2.0). We are very appreciative of the efforts of Chuck Ferry, APR’s CEO, and John Campion, its founder, before him and we believe Chuck will do a tremendous job driving the business forward under David and Bing’s leadership.
At year end, Atlas Corp. shares were selling at $14.21 per share, approximately 8.5x earnings, with a dividend yield of approximately 3.5%. 
Please remember that Mid-American, under David Sokol, compounded earnings at more than 20% over a 20-year period. 
Including the APR transaction, we have invested $760 million in common shares of Atlas Corp. (cost per share $7.57), and we hold 25 million warrants exercisable at $8.05 and $500 million of 5.5% debt.