@ACIPartnerhship Avatar @ACIPartnerhship James East

James East posts on X about $bcs, $barcl, insurance, $ffhto the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 55.66% finance 37.74% countries 13.21% cryptocurrencies 9.43% travel destinations 6.6% technology brands 3.77% financial services 2.83% exchanges 1.89% fashion brands 0.94% currencies 0.94%

Social topic influence $bcs #3, $barcl #200, insurance #1789, $ffhto #19, barclays plc #6, $aig #2, card 7.55%, in the 6.6%, $frfhf 5.66%, business 5.66%

Top accounts mentioned or mentioned by @brownmarubozu @onebeggar @kab604 @petrolengg @cfrischer1 @fcompounders @vikingvan100 @bradleykellard @tompkinsdale @aureliusltd28 @jevgenijs @antoniombbf @f_compounders @drdavidkass @wsj @tidefallcapital @omrilegacy @compoundpapi @pepijndemortier @wattsupwiththat

Top assets mentioned Barclays PLC (BCS) American International Group Inc (AIG) Lloyds Banking Group PLC (LYG) NatWest Group plc (NWG) Cheeseball (CB) FG Nexus (FGNX) Diageo plc (DEO) Bitcoin (BTC) Ethereum (ETH) Corebridge Financial, Inc. (CRBG) Palantir Technologies Inc. (PLTR) Markel, Corp. (MKL) TrustVerse (TRV) American Tower Corp (AMT) Charter Communications Inc (CHTR) Forward Industries (FWDI) Solana (SOL) Alliance Fan Token (ALL) Bank of America (BAC) GammaSwap (GS) Nature Wood Group Limited (NWGL) Howard Hughes Holdings Inc. (HHH) Travelers Companies Inc (TRV)

Top Social Posts

Top posts by engagements in the last [--] hours

"David Sokol review by #WSJ The Man Who Almost Replaced Warren Buffett Yet the review ends with "Since leaving Berkshire $BRK Sokol has kept a low profile." Maybe but has been a key ingredient with Fairfax Financial $FFH.TO nearing [--] years now https://www.msn.com/en-us/money/companies/the-man-who-almost-replaced-warren-buffett/ar-AA1UWvEK https://www.msn.com/en-us/money/companies/the-man-who-almost-replaced-warren-buffett/ar-AA1UWvEK"
X Link 2026-01-25T21:26Z [----] followers, [----] engagements

"Bill Ackman gets his "float" play. Howard Hughes $HHH to acquire specialty insurer and reinsurer Vantage Group Holdings. https://www.reinsurancene.ws/vantage-to-be-acquired-by-howard-hughes-holdings-in-2-1bn-transaction/ https://www.reinsurancene.ws/vantage-to-be-acquired-by-howard-hughes-holdings-in-2-1bn-transaction/"
X Link 2025-12-18T13:30Z [----] followers, [----] engagements

"According to data released the entire private Indian Life insurance market has grown 15% for FY through Dec '25. Go Digit 'Life' Insurance ofIndia a newish sub of Fairfax Financial $FFH.TO $FRFHF grew 29%. On a path to $170m in FY 25/26 premiums. Very long runway"
X Link 2026-01-14T21:48Z [----] followers, [----] engagements

"@DrDavidKass @WSJ Yet the article ends with "Since leaving Berkshire $BRK Sokol has kept a low profile." Maybe but has been a key ingredient with Fairfax Financial $FFH.TO nearing [--] years now"
X Link 2026-01-26T01:52Z [----] followers, [----] engagements

"Doing that value thing. $FFH.TO @BrownMarubozu @cfrischer1 Yeah. If youre going to let Prem do his thing then let him do his thing. @BrownMarubozu @cfrischer1 Yeah. If youre going to let Prem do his thing then let him do his thing"
X Link 2026-02-06T18:12Z [----] followers, [----] engagements

"Fairfax Financial Holdings $FFH supports Eurobank Ergasias Services and Holdings $EUROB buyback. Fairfax will maintain its total equity stake close to but below the regulatory threshold of 33% of Eurobank Holdings voting rights. https://www.eurobankholdings.gr/en/grafeio-tupou/etairiki-anakoinosi-28-05-2025 https://www.eurobankholdings.gr/en/grafeio-tupou/etairiki-anakoinosi-28-05-2025"
X Link 2025-05-28T12:27Z [----] followers, [----] engagements

"Travelers Companies $TRV to sell its commercial P/C insurance business to Definity Financial Corporation $DFY.TO for approximately US$2.4 billion a multiple of 1.8X times book value. Makes some other Canadian insurance equities look cheap. https://investor.travelers.com/newsroom/press-releases/news-details/2025/Travelers-to-Sell-Its-Canadian-Personal-Insurance-Business-and-Majority-of-Its-Canadian-Commercial-Insurance-Business-to-Definity-for-US2-4-Billion/default.aspx"
X Link 2025-05-28T13:42Z [----] followers, [----] engagements

"Fairfax Financial $FFH.TO $FRFHF - Q3* Quick Take: Float increased to $41.5B up 12% this year - wow Interest & Dividends $655m $125 p/sh annual run rate Group Combined Ratio 92% Allied World CR @ 89% excellent No change to $FFH TR swaps still holds 1.76m shares Gulf Insurance CR @ 91% very nice improvement * Takeaway - fantastic Q3 slowed down on writing with more clarity of earnings going forward. https://twitter.com/i/web/status/1986562392352821419 https://twitter.com/i/web/status/1986562392352821419"
X Link 2025-11-06T22:32Z [----] followers, [----] engagements

"The private Indian Life insurance market has grown 12% in '25. Startup Go Digit 'Life' Insurance of India a new greenfield sub of Fairfax Financial $FFH.TO $FRFHF grew significantly 28% YTD. On a path to $150-160m in premiums for FY 25/26 as a startup. Very long runway. https://twitter.com/i/web/status/1988225445515395330 https://twitter.com/i/web/status/1988225445515395330"
X Link 2025-11-11T12:41Z [----] followers, [----] engagements

"Fairfax Financial Annual Meeting [----] $FFH.TO $FRFHF Thursday - April [--] [----] YYX Toronto Value Symposium - April [--] or 15"
X Link 2025-11-14T15:39Z [----] followers, [----] engagements

"Oh my the spirits business is not getting any better. At or near decade lows for some. $RCO.FP $RI.FP $DEO"
X Link 2025-11-18T15:50Z [----] followers, [----] engagements

"The Melt-Up in UK #banking continues. New 16-year highs for all: $BCS $LYG $NWG At least something is going well in the UK"
X Link 2025-12-19T20:26Z [----] followers, [---] engagements

"What happened to Charter Communications $CHTR and American Tower $AMT Remember when they were darlings that could do no wrong - now roughly flat for a decade. It is tough in the arena"
X Link 2025-12-23T13:14Z [----] followers, [---] engagements

"@F_Compounders Guess they finally gave up on American Tower Corp $AMT"
X Link 2025-12-23T18:37Z [----] followers, [---] engagements

"Sleeper Fairfax India : Largest position BIAL (Airport IPO in 2026) 2nd largest IIFL Finance new ATH 3rd largest CSB Bank new ATH A few negatives too (i.e. may stay a sleeper) but not many. Do your own DD"
X Link 2025-12-30T15:34Z [----] followers, [----] engagements

"Brit Limited to start Property D&F business in Bermuda. Brit is a 100% subsidiary of Fairfax Financial $FFH.TO and writes $3B+ in premiums (after Ki separation). https://www.reinsurancene.ws/brit-to-begin-writing-property-df-in-bermuda/ https://www.reinsurancene.ws/brit-to-begin-writing-property-df-in-bermuda/"
X Link 2026-01-08T13:34Z [----] followers, [---] engagements

"Fairfax Financial Lollapalooza Week in April. Agenda is full a few changes this year. Recommend coming in a day (or two) earlier. YYX Toronto Value Symposium is April 15th [----] (Wednesday) Looking forward to reconnecting with friends meeting new ones and hearing about interesting investments. https://twitter.com/i/web/status/2009645216328806661 https://yyxtoronto.ca/ https://stingyinvestor.com/FairfaxWeek2026.html https://twitter.com/i/web/status/2009645216328806661 https://yyxtoronto.ca/ https://stingyinvestor.com/FairfaxWeek2026.html"
X Link 2026-01-09T15:15Z [----] followers, [----] engagements

"@F_Compounders Because there are similar opportunities with: P/E below [--] Exceptional management With a Long runway"
X Link 2026-01-16T13:10Z [----] followers, [----] engagements

"Big Short Anniversary Day: Fairfax Financial's $FFH.TO Short Attack - [--] years ago Nefarious Attack with perfect timing - NYSE Closed for MLK Morgan Keegan analyst reports company - $5B under reserved Company drops 45% on TSE with NYSE closed [--] days later oops Analyst finds typo - now only $2.5B under reserved But attack and villainous reports continue Some even say Prem is stealing from his own church Company fights false stories for 2+ years All stories were nefarious and false company finally sues Broker/HFs Big names you would recognize today were part of the attack * Result FFH never had"
X Link 2026-01-19T12:54Z [----] followers, [----] engagements

"@VikingVan100 Eurobank S.A. $EUROB.AT has exceeded all expectations and appears to be increasing its competitive advantage with Bulgaria now in the EU (16% of profits)"
X Link 2026-01-19T22:10Z [----] followers, [---] engagements

"Fairfax Financial Lollapalooza Week April 13-16 [----] A full agenda again this year see link at StingyInvestor. Recommend coming in a day (or two) early. YYX Toronto Value Symposium is April 14th [----] 8:30AM-1:00PM (Breakfast/Lunch included) Looking forward to reconnecting with friends meeting new ones and hearing about interesting investment opportunities. https://yyxtoronto.ca https://stingyinvestor.com/FairfaxWeek2026.html https://yyxtoronto.ca https://stingyinvestor.com/FairfaxWeek2026.html"
X Link 2026-01-28T15:00Z [----] followers, [----] engagements

"Lloyds Banking $LYG notched up a higher-than-expected annual profit despite significant provisions of 1B for motor finance compensation. From "Wall of Worry" to potential Melt-Up in UK banking (a working thesis). https://www.standard.co.uk/business/business-news/lloyds-lloyds-banking-group-rachel-reeves-financial-conduct-authority-shore-capital-b1268684.html https://www.standard.co.uk/business/business-news/lloyds-lloyds-banking-group-rachel-reeves-financial-conduct-authority-shore-capital-b1268684.html"
X Link 2026-01-29T13:38Z [----] followers, [---] engagements

"Barclays $BCS $BARC.L completed their [---] million repurchase program for [---------] shares for avg price [----] or $25.30. For the [--] month period 4.2% of outstanding shares purchased. Expect a new program announcement in a few weeks"
X Link 2026-02-02T18:17Z [----] followers, [---] engagements

"@TidefallCapital New ATH We have been on the $CB wagon for a long time. Yet many have ignored it even after a $BRK mystery purchase last year"
X Link 2026-02-04T15:36Z [----] followers, [---] engagements

"@Omri_Legacy $AIG too and others"
X Link 2026-02-04T21:18Z [----] followers, [---] engagements

"In #insurance news: After the strong narrative of "soft rates" for several months some relevant news from Renaissancere Holdings $RNR. We have been about posting this for sometime. We also see really strong terms and conditions consistent with the last three years. https://www.reinsurancene.ws/supply-demand-dynamics-to-persist-in-property-cat-but-theres-strong-rate-adequacy-in-mid-year-renewals-renre/ https://www.reinsurancene.ws/supply-demand-dynamics-to-persist-in-property-cat-but-theres-strong-rate-adequacy-in-mid-year-renewals-renre/"
X Link 2026-02-05T16:04Z [----] followers, [---] engagements

"Warning signs sounded a few months ago about if Bitcoin $BTC drops below $99k that there would be possible fireworks. Those warnings turned out to be true. https://www.bloomberg.com/news/articles/2026-02-05/crypto-plunge-sparks-broad-rout-in-digital-asset-treasury-stocks https://www.bloomberg.com/news/articles/2026-02-05/crypto-plunge-sparks-broad-rout-in-digital-asset-treasury-stocks"
X Link 2026-02-05T19:15Z [----] followers, [---] engagements

"@compoundpapi Check out "King of Zanzibar" the Polish scam artist"
X Link 2026-02-07T22:51Z [----] followers, [--] engagements

"@PepijnDemortier Brave New World possibly turned out to be more important than 1984"
X Link 2026-02-07T23:02Z [----] followers, [---] engagements

"@wattsupwiththat Once saw a US station at a sewage plant beside a brick wall near an A/C exhaust vent"
X Link 2026-02-08T18:47Z [----] followers, [---] engagements

"@onebeggar @BradleyKellard Made up in the fact he has not data supporting the claim. Used an obscure music dataset from musicians that itself was very suspect"
X Link 2026-02-10T17:07Z [----] followers, [---] engagements

"@onebeggar @TompkinsDale @BradleyKellard You are getting closer. If an observation it is not science but pop science. Alex Edmans at London Business School and former tenured professor at Wharton called him out for no data"
X Link 2026-02-11T14:38Z [----] followers, [--] engagements

"Investors seem worried about lower #insurance property rates this year but have you ever looked at workers compensation The average rates for Tennessee marked the "13th" straight year for lower rates (each state has its own market). https://www.insurancejournal.com/news/southeast/2026/02/11/857739.htm https://www.insurancejournal.com/news/southeast/2026/02/11/857739.htm"
X Link 2026-02-13T14:18Z [----] followers, [---] engagements

"According to data released the entire private Indian P/C insurance market has grown 7% for FY through Dec '25. Go Digit General Insurance of (a sub of Fairfax Financial) $FFH.TO $FRFHF grew 14%. On a path to $1.2B in premiums for FY 25/26. Very long runway"
X Link 2026-01-16T14:05Z [----] followers, [----] engagements

"We got or getting the below $99k fireworks as it looks like a few Crypto Treasury companies indeed top ticked crypto back in August/September. FG Nexus $FGNX with #Ethereum Forward Industries $FWDI with #Solana Maybe just maybe these guys top ticked crypto back in August going all in on #Ethereum (for now anyway). $FGNX and others. If Bitcoin drops below $99k possible fireworks. https://t.co/EV7lPsW6Hb Maybe just maybe these guys top ticked crypto back in August going all in on #Ethereum (for now anyway). $FGNX and others. If Bitcoin drops below $99k possible fireworks. https://t.co/EV7lPsW6Hb"
X Link 2026-02-04T12:55Z [----] followers, [---] engagements

"Still seems relevant with today's Chubb $CB and Allstate $ALL earnings announcements. $AIG $BRK others #H4L $AIG $CB $BRK others Commercial property/casualty premiums across all account sizes in Q2 rose by 3.7%. "marked the 31th straight quarter of increases across all account sizes" Yet the headline reads: https://t.co/YIXZy3pgwb #H4L $AIG $CB $BRK others Commercial property/casualty premiums across all account sizes in Q2 rose by 3.7%. "marked the 31th straight quarter of increases across all account sizes" Yet the headline reads: https://t.co/YIXZy3pgwb"
X Link 2026-02-04T23:08Z [----] followers, [---] engagements

"If you have been a market participant long enough you can feel that something changed recently. What is Mr. Market telling us Feels like a market sector change is underway. Buckle up. The reasons are unknown but possible reasons are: new sheriff is coming to town (i.e. FED) fraud is everywhere and rats are scurrying"
X Link 2026-02-05T15:37Z [----] followers, [---] engagements

"What/where is the Zelle information from The multibank Zelle transfer function does not have an app. Top [--] visited financial websites this month: [--]. Yahoo Finance - 65.4m [--]. Robinhood - 40.9m [--]. Polymarket - 38.4m [--]. Coinbase - 29.7m [--]. Bank of America - 25.3m [--]. PayPal - 24.4m [--]. CashApp - 22.3m [--]. Venmo - 20.2m [--]. DraftKings - 18.8m [--]. Zelle - 14.5m Notice something 👀 Top [--] visited financial websites this month: [--]. Yahoo Finance - 65.4m [--]. Robinhood - 40.9m [--]. Polymarket - 38.4m [--]. Coinbase - 29.7m [--]. Bank of America - 25.3m [--]. PayPal - 24.4m [--]. CashApp - 22.3m [--]. Venmo - 20.2m 9."
X Link 2026-02-08T16:33Z [----] followers, [---] engagements

"Europes IPO Machine Is Getting a Turbo Upgrade "The EU Listing Act which takes full effect this year is expected to reduce compliance burdens and streamline the path to public markets." $GS $JPM $BCS $MS $UBS https://europeanbusinessmagazine.com/business/the-48-hour-ipo-how-banks-are-rewriting-the-rules-of-going-public-in-europe/ https://europeanbusinessmagazine.com/business/the-48-hour-ipo-how-banks-are-rewriting-the-rules-of-going-public-in-europe/"
X Link 2026-02-08T19:06Z [----] followers, [---] engagements

"Barclays PLC $BCS to commence a share buy-back programme to purchase shares for a consideration of 1B and end no later than [--] August [----]. Don't often see an "end" date on a buyback implying the shares will be purchased. https://www.londonstockexchange.com/news-article/BARC/commencement-of-share-buy-back-programme/17456233 https://www.londonstockexchange.com/news-article/BARC/commencement-of-share-buy-back-programme/17456233"
X Link 2026-02-11T14:15Z [----] followers, [---] engagements

"We have been posting about attachment points and T&Cs for some time. #insurance Mr. Market or the algos maybe picked up on this. American International Group $AIG Q4* Quick Take: General Insurance CR 89% about as good as it gets North America Commercial CR 87% $567m buybacks in Q4 7m shares 17% of shares purchased in last [--] months wow Sold more Corebridge $CRBG down to American International Group $AIG Q4* Quick Take: General Insurance CR 89% about as good as it gets North America Commercial CR 87% $567m buybacks in Q4 7m shares 17% of shares purchased in last [--] months wow Sold more"
X Link 2026-02-11T19:20Z [----] followers, [----] engagements

"@kab604 Convex looks promising as they both have "skin in the game" along with Onex"
X Link 2026-02-13T18:28Z [----] followers, [--] engagements

"@kab604 Since the fixed portfolio $80B was previously in house and mainly run by Corebridge they needed to find a new manager after selling Corebridge. So we shall see"
X Link 2026-02-13T20:18Z [----] followers, [--] engagements

"Maybe just maybe these guys top ticked crypto back in August going all in on #Ethereum (for now anyway). $FGNX and others. If Bitcoin drops below $99k possible fireworks"
X Link 2025-11-06T16:44Z [----] followers, [----] engagements

"From "Wall of Worry" to potential Melt-Up in UK banking. New highs for all: $BCS $NWG $LYG At least something is going well in the UK. The UK #banks continue to roll two still trade at BV. New 52-week highs for the big three: $LYG $NWG $BCS "Under the previous Labour government financial services' contribution to GDP went from 6.5% to 9% in a decade." Maybe old money knows something. The UK #banks continue to roll two still trade at BV. New 52-week highs for the big three: $LYG $NWG $BCS "Under the previous Labour government financial services' contribution to GDP went from 6.5% to 9% in a"
X Link 2025-12-17T15:06Z [----] followers, [---] engagements

"Chubb $CB coming in hot. After Mr. Market's and an Algo scare of lower rates Chubb indicates: January [--] conditions were a bit more favourable than we had anticipated and while early weve had a good start to the year. We anticipate an excellent [--] with strong growth in operating earnings and double-digit growth in EPS and tangible book value macro conditions notwithstanding. https://www.reinsurancene.ws/chubb-sees-record-pc-underwriting-income-of-6-53bn-in-2025/ https://www.reinsurancene.ws/chubb-sees-record-pc-underwriting-income-of-6-53bn-in-2025/"
X Link 2026-02-04T15:28Z [----] followers, [----] engagements

"@BrownMarubozu Suspect Kotak Mahindra Bank will win the bid as Fairbridge Capital will bid on the conservative side"
X Link 2026-02-06T16:36Z [----] followers, [---] engagements

"@BrownMarubozu So if this implies that Kotak Mahindra Bank is out of the race than Fairbridge has a good chance"
X Link 2026-02-08T16:17Z [----] followers, [---] engagements

"American International Group $AIG Completes Acquisitions of Convex Group (global specialty insurer 35% position). https://www.aig.com/home/newsroom/news-releases https://www.aig.com/home/newsroom/news-releases"
X Link 2026-02-09T14:03Z [----] followers, [---] engagements

"Barclays Plc $BARC.L $BCS Q4 Quick Take: NII up on higher deposits/loans FY25 RoTE of 11.3% FY26 guidance 12% Hedge duration (avg) now [---] years UK Corporate loans +4% QoQ UK card receivables +3% US card balance +5% TBV [----] / $22.25US 1.1BV 10th consecutive Q of TBV growth 500m buyback completed February [--] New 1.0B buy https://twitter.com/i/web/status/2021275580457529592 https://twitter.com/i/web/status/2021275580457529592"
X Link 2026-02-10T17:30Z [----] followers, [---] engagements

"American International Group $AIG Q4* Quick Take: General Insurance CR 89% about as good as it gets North America Commercial CR 87% $567m buybacks in Q4 7m shares 17% of shares purchased in last [--] months wow Sold more Corebridge $CRBG down to 10% equity Core Operating ROE 12% for quarter Net investment income approaching $1B q/run-rate * our January [--] reinsurance renewal activity resulted in enhanced terms and favorable pricing reflecting the quality of our portfolio. https://twitter.com/i/web/status/2021597076728037449 https://twitter.com/i/web/status/2021597076728037449"
X Link 2026-02-11T14:47Z [----] followers, [----] engagements

"Tried to nudge friends and fellow investors away from Constellation Software $CSU.TO after it fell below C$4000. But with very little success. Is this the bottom maybe close but probably not. Investors will know more around the July/August timeframe"
X Link 2026-02-12T20:32Z [----] followers, [----] engagements

"Brokers & Agents for #insurance have taken a hit this week and year on AI worries. $WTM $BRO $MRSH However one that seems to have benefited from AI is $AIG. After working with Palantir $PLTR $AIG was hoping to ramp up submission processing from 200k in [----] to 500k by [----]. In less than a year they are already processing over 370k submissions using their GenAI. https://twitter.com/i/web/status/2022280342535561458 https://twitter.com/i/web/status/2022280342535561458"
X Link 2026-02-13T12:03Z [----] followers, [---] engagements

"Another crypto treasury company seems to have "top ticked" the crypto market. At least for now. Much like $FGNX with #Ethereum now Forward Industries $FWDI with #Solana. Sad to watch capital evaporate"
X Link 2025-11-19T15:44Z [----] followers, [----] engagements

"Barclays $BARC.L $BCS completed their previously announced 1.0billion share buy-back program. New share buy-back program of 500m commenced on November [--] [----]. https://www.londonstockexchange.com/news-article/BARC/completion-commencement-of-buy-back-programmes/17347406 https://www.londonstockexchange.com/news-article/BARC/completion-commencement-of-buy-back-programmes/17347406"
X Link 2025-12-01T16:27Z [----] followers, [---] engagements

"Not confirmed but getting close to the "Melt-up." New 16-year highs for UK banking: $BCS $NWG $LYG From "Wall of Worry" to potential Melt-Up in UK banking. New highs for all: $BCS $NWG $LYG At least something is going well in the UK. From "Wall of Worry" to potential Melt-Up in UK banking. New highs for all: $BCS $NWG $LYG At least something is going well in the UK"
X Link 2026-01-27T15:40Z [----] followers, [---] engagements

"For the present working thesis that a stock name change is always bad we present a Hall of Fame candidate: It was only [--] months ago when the company below completed a 1-for-25 Reverse Stock Split. Always another bad sign. Then [--] months ago authorized [--] Trillion shares not a typo. Now authorizes another 1-for-5 Reverse Stock Split. The P. T. Barnum of company boards at FG Nexus $FGNX with four (4) name changes. https://twitter.com/i/web/status/2022717221567357123 https://twitter.com/i/web/status/2022717221567357123"
X Link 2026-02-14T16:59Z [----] followers, [---] engagements

"Fairfax Financial $FFH.TO $FRFHF As reported earlier the buybacks for Fairfax continue. Buybacks in November of 270k shares for $460m"
X Link 2025-12-11T15:35Z [----] followers, [----] engagements

"Indias Cabinet approves 100% foreign investment in insurers up from 74% in move to attract capital. India has only a 1% of GDP penetration for general insurance vs. the "global" average of 4.2%. The US is at 11%. H/T @amitabhk87 @BrownMarubozu https://www.businesstimes.com.sg/international/indias-cabinet-approves-100-foreign-investment-insurers-official https://www.businesstimes.com.sg/international/indias-cabinet-approves-100-foreign-investment-insurers-official"
X Link 2025-12-13T15:49Z [----] followers, [----] engagements

"FYI Fairfax Financial now has three (3) greenfield insurance companies in India after selling their 26% stake in ICICI Lombard in [----]. Go Digit General Insurance - [----] Digit Life Insurance - [----] Valueattics Reinsurance - 2025"
X Link 2025-12-14T17:46Z [----] followers, [---] engagements

"Bottom #5 of S&P [---] YTD: $DECK. . -49% $IT. . -49% $ARE. . -51% $FISV. . -66% $TTD. . -69% Honorable mentions: $LULU $DOW $CMG $CHTR $STZ"
X Link 2025-12-15T16:10Z [----] followers, [---] engagements

"What do we have here #Insurance making new highs today. We were told it was a soft market. $CB ATH $MKL ATH $ORI ATH (with dividend) Others very close $MCY $TRV $ALL"
X Link 2025-12-15T20:32Z [----] followers, [---] engagements

"@BrownMarubozu At first reading it appears similar. But who knows the true details"
X Link 2025-12-18T18:17Z [----] followers, [---] engagements

"@petecawston @BrownMarubozu We always looked at the $FFH sale transaction as basically a loan (i.e. like a fixed debt instrument)"
X Link 2025-12-18T19:46Z [----] followers, [---] engagements

"Fairfax $FFH.TO appears to have their eye on the ball. "Amid a very late January [--] renewal this year reinsurers need to remain vigilant and monitor for any terms and conditions (T&Cs) slippage" https://www.reinsurancene.ws/reinsurers-must-monitor-for-any-tcs-slippage-amid-late-jan-1-renewal-brits-sullivan/ https://www.reinsurancene.ws/reinsurers-must-monitor-for-any-tcs-slippage-amid-late-jan-1-renewal-brits-sullivan/"
X Link 2025-12-19T13:43Z [----] followers, [----] engagements

"Go Digit Insurance of India a sub of Fairfax $FFH.TO Maybe this finally cleans up (after years) the Go Digit Infoworks Services convertible shares owned by Fairfax pushing ownership to +64%. https://scanx.trade/stock-market-news/orders-deals/go-digit-general-insurance-approves-amalgamation-with-holding-company-go-digit-infoworks-services/27709838 https://scanx.trade/stock-market-news/orders-deals/go-digit-general-insurance-approves-amalgamation-with-holding-company-go-digit-infoworks-services/27709838"
X Link 2025-12-22T16:56Z [----] followers, [---] engagements

"Another nice win for Fairfax $FFH.TO with 50.4% ownership of Dexterra Group $DXT.TO"
X Link 2025-12-23T20:16Z [----] followers, [----] engagements

"Diageo $DEO considered making interim chief Nik Jhangiani a permanent appointment. But a better choice prevailed. Nik Jhangiani self admitted that he had never put a Guinness to his lips And folks wonder what was wrong with Diageo and the C-Suite. https://www.thetimes.com/business/companies-markets/article/diageo-boss-dave-lewis-alcohol-sscxffqr6 https://www.thetimes.com/business/companies-markets/article/diageo-boss-dave-lewis-alcohol-sscxffqr6"
X Link 2025-12-30T13:59Z [----] followers, [---] engagements

"Curious minds want to know: Heading into the end of the year and with the "narrative" of an oil glut for all of [----] why is ExxonMobil $XOM ending the year with an ATH"
X Link 2025-12-30T19:38Z [----] followers, [----] engagements

"With Bulgaria converting to the Euro a slight benefit to Eurobank $EUROB in Greece (i.e. reduced friction). 16% of Group profits are generated in Bulgaria. Today is the day: Bulgaria is using the euro ❤ The European Parliament said yes to Bulgaria's membership bid in July [----]. Now it's a reality. https://t.co/rAu8S4elna Today is the day: Bulgaria is using the euro ❤ The European Parliament said yes to Bulgaria's membership bid in July [----]. Now it's a reality. https://t.co/rAu8S4elna"
X Link 2026-01-02T17:53Z [----] followers, [---] engagements

"@BrownMarubozu @cfrischer1 It's called the "squirrel effect" where one likes the new shinny thing but misses the key point. Or dwells on the past as I still hear folks complaining about $BB which was first purchased [--] years ago (see "Gorilla effect" as an alternative)"
X Link 2026-01-09T13:50Z [----] followers, [---] engagements

"Bank of America $BAC Q4 Quick Take: Consumer deposits $945B (flat) cost 55bp (3bp) 11.4m clients in Preferred Rewards (+100k) New checking accounts +50k - (+680k year) Bought back 117m shares $6.3B Credit charges & provisions both down Credit Card balances back above $100B ($103B) Loan growth +8% for the year ** Results remain robust franchise still continues to grow. https://twitter.com/i/web/status/2011447019823411541 https://twitter.com/i/web/status/2011447019823411541"
X Link 2026-01-14T14:35Z [----] followers, [---] engagements

"@BrownMarubozu Many just do not put in the work. Plus fewer even realize that Markel $MKL helped fund Fairfax's beginning"
X Link 2026-01-16T16:41Z [----] followers, [---] engagements

"@searching4value @BrownMarubozu UK banking is a tough nut with government changing rules often and fining big banks ad nauseam. Yet the big [--] have done very well. $BARC.L maybe a little better as IB is starting to turn"
X Link 2026-01-20T18:24Z [----] followers, [--] engagements

"For #insurance geeks this is what Palantir $PLTR is bringing to the table to increase the moat. Sompo Holdings $SMPNY American International Group $AIG Legendary conversation between the Blackrock CEO & the CEO of Palantir Technologies This will be in history books one day: https://t.co/oVa1h30ZOi Legendary conversation between the Blackrock CEO & the CEO of Palantir Technologies This will be in history books one day: https://t.co/oVa1h30ZOi"
X Link 2026-01-21T15:28Z [----] followers, [---] engagements

"$KRE back to $70. Late on timing but directionally correct. Reminder of $KRE not there yet but testing. Reminder of $KRE not there yet but testing"
X Link 2026-01-21T20:24Z [----] followers, [---] engagements

"A little work and looking under rocks (#Greece) sometimes pays off. A 10-bagger for Eurobank $EUROB.AT from [--] to $4 in [---] years. Good government reforms and good management has paid handsomely. * Management will be in Toronto April 15-16 to take your questions"
X Link 2026-01-22T14:38Z [----] followers, [---] engagements

"Dont let the force of an impression when it first hit you knock you off your feet; just say to it: Hold on a moment; let me see who you are and what you represent. Epictetus"
X Link 2026-01-29T14:01Z [----] followers, [---] engagements

"@ReturnsJourney Investing is a long-term profession and the lessons are hard earned (sometimes). Paul Bear Bryant (football) had a nice quote. When you make a mistake there are only three things you should ever do about it: admit it learn from it and dont repeat it"
X Link 2026-02-03T15:52Z [----] followers, [---] engagements

"@VBATCAPITAL Is #2 like let's see every business we write"
X Link 2026-02-06T13:22Z [----] followers, [---] engagements

"For those that admire Berkshire $BRK and want to own the stock And for those that think Markel $MKL is a mini Berkshire and want to own the stock Both are great companies with very fine and respected managements but If you like the insurance float space I would suspect that Fairfax $FFH.TO will outperform both over the next decade. Fairfax is a global top [--] property & casualty insurance underwriter and very few have even heard of them. That may not last for too much longer"
X Link 2023-04-26T01:17Z [----] followers, 60.9K engagements

"Going to need a lot of loans if new manufacturing does set up shop like $TSM $BMW.DE $VWAGY say they are. US Set to Cut Bank Capital Requirements in Major Deregulatory Move US regulators are preparing to announce one of the most significant reductions in bank capital requirements in over a decade signaling a continued push for deregulation under the Trump administration. According https://t.co/0boX29fTTB US Set to Cut Bank Capital Requirements in Major Deregulatory Move US regulators are preparing to announce one of the most significant reductions in bank capital requirements in over a decade"
X Link 2025-05-15T12:37Z [----] followers, [---] engagements

"$AIG American International Group Q2 Quick Take*: General Insurance CR 88% about as good as it gets North America Commercial CR 86% $1.8B buybacks in Q2 21m shares +3% nice Sold more Corebridge $CRBG down to 21% Core Operating ROE to 11.7% Dividend approved for 12.5% increase Net investment income approaching $1B run rate * Priority continues - reduced volatility via lower program limits and growing new mix. Appears turnaround has turned. https://twitter.com/i/web/status/1953380105142579210 https://twitter.com/i/web/status/1953380105142579210"
X Link 2025-08-07T08:58Z [----] followers, [---] engagements

"Now Swiss Re $SREN.SW is joining the $PLTR Palantir-powered platform for insurance. https://www.reinsurancene.ws/swiss-re-puts-palantir-powered-ai-at-heart-of-new-strategy/ Catnip for #insurance investors. With $PLTR LLMs & AI $AIG expects to increase specialty submissions significantly. Up 16x by [----] from [----]. https://t.co/JXeKGbXdoC https://www.reinsurancene.ws/swiss-re-puts-palantir-powered-ai-at-heart-of-new-strategy/ Catnip for #insurance investors. With $PLTR LLMs & AI $AIG expects to increase specialty submissions significantly. Up 16x by [----] from [----]. https://t.co/JXeKGbXdoC"
X Link 2025-12-05T15:12Z [----] followers, [---] engagements

"@dividendology Now do Microsoft $MSFT or Cisco Systems $CSCO from 2000"
X Link 2026-01-26T19:46Z [----] followers, [---] engagements

"Much like Citi's $C recent restructuring with a RIF to reduce costs Barclay's $BARC.L $BCS is looking at a major RIF too. https://www.reuters.com/business/finance/barclays-working-125-bln-cost-plan-could-cut-up-2000-jobs-source-2023-11-23/ https://www.reuters.com/business/finance/barclays-working-125-bln-cost-plan-could-cut-up-2000-jobs-source-2023-11-23/"
X Link 2023-11-23T22:41Z [----] followers, [---] engagements

"@Aureliusltd28 Possibly maybe just a chance that $BARC.L $BCS could join the same party boat"
X Link 2024-03-06T15:13Z [----] followers, [---] engagements

"Barclays Plc $BCS $BAR.L - Q1 Quick Take (for those interested in UK/European financials): Global Markets 2.3B equities up FICC 1.4B UK Bank 18% RoTE CET1 13.5% US card $31B sold $1.1B/Blackstone TBV [----] ($16 ADR) CRE average LTV 49% * Biggest takeaway M&A coming back FICC lagging"
X Link 2024-04-25T11:57Z [----] followers, [----] engagements

"For Barclays Plc $BCS $BARC.L CC consensus from UK analysts for ROE is still at 8%. Company says they will exceed 10% in '24 and more in '25/'26 - huge mismatch"
X Link 2024-04-25T15:19Z [----] followers, [---] engagements

"@Aureliusltd28 For Barclays Plc $BCS $BARC.L CC consensus from UK analysts for ROE is still at 8%. Company says they will exceed 10% in '24 and more in '25/'26 - huge mismatch"
X Link 2024-04-25T21:07Z [----] followers, [---] engagements

"Barclays $BCS $BARC.L Says Its Winning Asia Business From US Firms I did not see it in the Q1 numbers but still early. Do buy into this statement: "Barclays sees itself as Europes last-remaining global investment bank" https://finance.yahoo.com/news/barclays-says-winning-asia-banking-003000643.html https://finance.yahoo.com/news/barclays-says-winning-asia-banking-003000643.html"
X Link 2024-04-30T11:50Z [----] followers, [---] engagements

"Goldman Sachs $GS in talks to transfer GM credit card partnership to Barclays $BCS $BARC.L Barclays is the 7th largest credit card provider in the US. https://finance.yahoo.com/news/goldman-talks-unload-gm-credit-031333081.html https://finance.yahoo.com/news/goldman-talks-unload-gm-credit-031333081.html"
X Link 2024-04-30T12:32Z [----] followers, [---] engagements

"A plethora news for Barclays $BCS $BARC.L the last few weeks. They begin job cuts today in IB with a pivot to more bankers for securitized products and advisory. https://finance.yahoo.com/news/barclays-begins-implementing-job-cuts-112725960.html https://finance.yahoo.com/news/barclays-begins-implementing-job-cuts-112725960.html"
X Link 2024-05-01T14:06Z [----] followers, [----] engagements

"Barclays Plc $BCS $BARC.L - A few AGM Highlights: Return 10B via buybacks and dividends by [--] Reduce RWAs to IB to 50% over the next three years Serving 20m US credit card customers Target to deliver 12%+ RoTE by [----] Selling below TBV"
X Link 2024-05-09T13:54Z [----] followers, [---] engagements

"Barclays PLC $BARC.L $BCS will complete their 1B share buyback this week. All below book value of 3.4% of shares outstanding. Expect another buyback announcement late next week or in Q3. https://twitter.com/i/web/status/1816526486339252528 https://twitter.com/i/web/status/1816526486339252528"
X Link 2024-07-25T17:30Z [----] followers, [---] engagements

"Barclays Plc $BARC.L - Q2 Quick Take: UK Bank RoTE 22% 7.2B Income Locked-in for 25-26 TBV [----] / $17 (ADR $BCS) Global Markets income 1.8B flat US card receivables $31B +2% UK card +4% Completed 1B buyback in July 3.3% of shares Increased dividend 7% new 750m buyback CRE average LTV @ 52% https://twitter.com/i/web/status/1818952987969982896 https://twitter.com/i/web/status/1818952987969982896"
X Link 2024-08-01T10:12Z [----] followers, [---] engagements

"Barclays $BARC.L announces a new [---] million pound share buyback and upgraded its longer term earnings guidance. $BCS https://uk.finance.yahoo.com/news/barclays-reports-first-half-profit-060837454.html https://uk.finance.yahoo.com/news/barclays-reports-first-half-profit-060837454.html"
X Link 2024-08-01T11:13Z [----] followers, [---] engagements

"Barclays Plc $BARC.L $BCS with 50% of recent buyback complete cancelled 2% of shares in Q3"
X Link 2024-10-07T13:19Z [----] followers, [---] engagements

"@jevgenijs Barclays $BARC.L $BCS has been expanding its brands portfolio with Gap cards [--] years ago along with airlines such as the very successful American Airlines $AAL card"
X Link 2024-10-14T13:16Z [----] followers, [---] engagements

"Barclays Plc $BARC.L $BCS - Q3 Quick Take: UK Retail Bank RoTE 23% +12.4B Income Locked-In to [--] 1.5% rates rolling off Global Markets income 1.8B flat FICC @ 1.1B flat US card receivables $33B +1% UK card +4% 2% shares cancelled in Q3 per 750m buyback TBV [----] $BARC.L / $18US $BCS) https://twitter.com/i/web/status/1849408931820355781 https://twitter.com/i/web/status/1849408931820355781"
X Link 2024-10-24T11:13Z [----] followers, [---] engagements

"$BARC.L Barclays Plc Q4 Quick Take: UK Retail Bank RoTE 28% 100B of 1.5% rates rolling off thru Dec [--] 9.7B Income Locked-In thru [--] TBV [----] $BARC.L / $17.8US $BCS) Deposits +3% to 561B US card receivables $34B +6% Bought back 1% of shares in Q4 Add on for another 1.0B buyback Ups '25 guidance for Group RoTE +11% * Overall nice [--] progress but expenses came in higher than expectations for Q4 (inflation) https://twitter.com/i/web/status/1890041464660328836 https://twitter.com/i/web/status/1890041464660328836"
X Link 2025-02-13T14:12Z [----] followers, [---] engagements

"$BARC.L $BCS Barclays Plc Q1 Quick Take: Ups NII guidance on higher deposits 10.2B Income Locked-In thru [--] 100B of 1.5% rolling off to new 3.5% UK card receivables back to pre-covid +3% 1.0B buyback continues TBV [----] $BARC.L / $19.9US $BCS) Ups guidance for Group RoTE +11% * Overall continued progress from [--] capital plan https://twitter.com/i/web/status/1917556295390966143 https://twitter.com/i/web/status/1917556295390966143"
X Link 2025-04-30T12:27Z [----] followers, [----] engagements

"@jevgenijs Lloyds $LLOY.L Natwest $NWG.L Barclays $BARC.L (still below BV) All on fire. Recent trip to London felt like animal spirits are alive"
X Link 2025-08-11T18:51Z [----] followers, [---] engagements

"New UK 52-weeks highs for all. Lloyds $LLOY.L Natwest $NWG.L Barclays $BARC.L (just touched BV) Animal spirits starting to run. Feels like '05 or '06"
X Link 2025-08-12T14:42Z [----] followers, [----] engagements

"Now Canadian #banks are joining the fun. New 52-week highs for: $BNS $CM $TD The UK #banks continue to roll two still trade at BV. New 52-week highs for the big three: $LYG $NWG $BCS "Under the previous Labour government financial services' contribution to GDP went from 6.5% to 9% in a decade." Maybe old money knows something. The UK #banks continue to roll two still trade at BV. New 52-week highs for the big three: $LYG $NWG $BCS "Under the previous Labour government financial services' contribution to GDP went from 6.5% to 9% in a decade." Maybe old money knows something"
X Link 2025-10-28T19:41Z [----] followers, [---] engagements

"@taobanker Nice brands but so does Heineken and $DEO with a more global distribution reach"
X Link 2026-01-12T18:23Z [----] followers, [---] engagements

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