@VikingVan100 Avatar @VikingVan100 Viking Vancouver

Viking Vancouver posts on X about $ffhto, $frfhf, $brk, $mkl the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [-----] #

Followers Line Chart

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence travel destinations 64.04% finance 49.12% stocks 21.05% cryptocurrencies 5.26% countries 2.63% currencies 0.88%

Social topic influence $ffhto #4, $frfhf #2, $brk #5, $mkl #4, link 13.16%, investment 12.28%, $eurobat #1, insurance 11.4%, has been 9.65%, stocks 9.65%

Top accounts mentioned or mentioned by @brownmarubozu @petrolengg @michaelgielkens @acipartnerhship @onebeggar @nigelwoodman @tidefallcapital @galtdaddy @officialchristg @billbrewstertbb @antoniombbf @stephhughes95 @business @fcompounders @ferglinger @cfrischer1 @betterment @devrlast @skipdogeats @mikefritzell

Top assets mentioned Markel, Corp. (MKL) Cheeseball (CB) W R Berkley Corp (WRB) Orla Mining Ltd. (ORLA) Berkshire Hathaway Inc. (BRK.A) Cleveland-Cliffs, Inc. (CLF) TrustVerse (TRV) CVS Health Corp (CVS)

Top Social Posts

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

"In Q1 [----] Fairfax's equity holdings (that I track) increased in value by about $785m to $23.2b. Solid start to the year. Big gainers Eurobank Orla Mining (gold) FFH-TRS Metlen FFH India & CVS. Click the link for details. $FFH.TO $EUROB.AT $OLA.TO https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/97/#findComment-610047 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/97/#findComment-610047"
X Link 2025-04-01T15:15Z [----] followers, [----] engagements

"Fairfax's equity portfolio continues to perform very well in QTD-Q2. The equities I track are up $1.6b or $73 per Fairfax share (pre-tax). Mark to market increase is $700m or $32/sh. This doesn't include gains from Digit. Currency is a tailwind $FFH.TO $EUROB.AT $OLA.TO $MYTIL.AT"
X Link 2025-06-05T22:28Z [----] followers, [----] engagements

"My PDF/book on Fairfax has been updated (680 pages). New posts have been added. I've had lots of help from others like @BrownMarubozu. Click the link to get a free copy. The companion Excel document with models is also there. $FFH.TO $BRK $MKL $CB $WRB https://thecobf.com/forum/topic/20253-fairfax-financial-volume-2-90-of-the-best-posts-all-in-one-document/#findComment-526661 https://thecobf.com/forum/topic/20253-fairfax-financial-volume-2-90-of-the-best-posts-all-in-one-document/#findComment-526661"
X Link 2025-06-07T04:55Z [----] followers, 30K engagements

"The Greek Freak (Eurobank) is making a strong push to be MVP of Fairfax's equity holdings in [----]. The MV of $EUROB.AT is up $908m in Q2 (currency is a tailwind). Since inception the total return from this investment is about $3.34b. Excess of FV over MV is about $1.6b. $FFH.TO"
X Link 2025-06-30T22:24Z [----] followers, [----] engagements

"How are Fairfaxs largest publicly traded equities performing YTD in [----] The largest Eurobank is up $1.6b or 60% or $75 per Fairfax share. Exceptional. Stock is still cheap. It is an associate holding so the gain in MV is not captured in EPS BV or ROE. $FFH.TO $EUROB.AT"
X Link 2025-07-23T15:51Z [----] followers, [----] engagements

"How are Fairfaxs [--] largest publicly traded equities performing YTD to July [--] [----] Very well. [--] months into [----] they have increased in MV by $3.3b or 39% or $153/FFH share. Click the link for details. $FFH.TO $EUROB.AT $OLA.TO $FIH-U.TO $MYTIL.AT https://thecobf.com/forum/topic/21117-fairfax-2025/page/48/#findComment-628967 https://thecobf.com/forum/topic/21117-fairfax-2025/page/48/#findComment-628967"
X Link 2025-07-24T21:10Z [----] followers, 23.1K engagements

"My PDF/book on Fairfax has been updated (800 pages). New posts have been added. I've had lots of help from others like @BrownMarubozu . Click the link to get a free copy. The companion Excel document with models is also there. $FFH.TO $BRK $MKL $CB $WRB https://thecobf.com/forum/topic/20253-fairfax-financial-volume-2-90-of-the-best-posts-all-in-one-document/#findComment-526661 https://thecobf.com/forum/topic/20253-fairfax-financial-volume-2-90-of-the-best-posts-all-in-one-document/#findComment-526661"
X Link 2025-09-23T16:32Z [----] followers, [----] engagements

"How did Fairfaxs equity portfolio perform in Q3-2025 Very well. The holdings that I track increased in value by $589m or $25/FFH share (pre-tax). MTM gains = $14/sh. Big gainers Eurobank continues its spectacular run. $EUROB.AT Other winners: $ORLA $OLA.TO $CLF $FOM.TO $FFH.TO"
X Link 2025-10-15T17:49Z [----] followers, [----] engagements

"2025 is shaping up to be $FFH.TO best year ever in terms of EPS and increase in economic value/sh. Outstanding. The company has never been better positioned. And the stock is selling off. I love it. Mr Market is amazing. Click the link for preview of Q3. https://thecobf.com/forum/topic/21117-fairfax-2025/page/81/#findComment-645277 https://thecobf.com/forum/topic/21117-fairfax-2025/page/81/#findComment-645277"
X Link 2025-11-05T20:27Z [----] followers, [----] engagements

"Fairfax just reported Q3-2025 results. They were very good. More importantly there are many good things going on under the hood at the company. This bodes very well for future results. What are we talking about We will get into the weeds in the coming days. $FFH.TO $FRFHF"
X Link 2025-11-07T18:33Z [----] followers, [----] engagements

"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link 2025-12-05T19:57Z [----] followers, [----] engagements

"We compare Fairfax to [--] other quality P/C insurance companies. Who has been the top performer the past [--] yearsWho is the cheapest today Who offers the best value today Click the link for details. $FFH.TO $BRK $CB $MKL $IFC.TO $TRV $WRB https://thecobf.com/forum/topic/21117-fairfax-2025/page/100/#findComment-651304 https://thecobf.com/forum/topic/21117-fairfax-2025/page/100/#findComment-651304"
X Link 2025-12-16T18:04Z [----] followers, [----] engagements

"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link 2025-12-16T18:06Z [----] followers, [----] engagements

"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link 2025-12-20T19:27Z [----] followers, [----] engagements

"Bangalore International Airport Ltd (BIAL) is one of Fairfaxs largest and most important equity holdings (it is held in Fairfax India). CEO Hari Marar is a rock star. The 1-hour podcast provides a great overview of the company and opportunity. $FFH.TO $FIH-U.TO One of the best ways to understand a company is to hear directly from the people building it. Fairfax India is launching a podcast series on our holdings - bringing shareholders closer to the businesses the management teams and the India growth story. First up: BIAL One of the best ways to understand a company is to hear directly from"
X Link 2025-12-22T01:27Z [----] followers, 17.3K engagements

"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link 2025-12-22T16:46Z [----] followers, [----] engagements

"Here is some holiday cheer for Fairfax shareholders. With a week to go in Q4 Fairfax's equity portfolio is up about $900m with most of the gains in the MTM bucket ($25/share pre-tax). Fairfax's equity portfolio is having an outstanding [----]. $FFH.TO is firing on all cylinders"
X Link 2025-12-23T19:12Z [----] followers, [----] engagements

"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link 2025-12-23T19:12Z [----] followers, [----] engagements

"Fairfax is firing on all cylinders (and has been for the past [--] years) - insurance investing and capital allocation. Welcome to 'new Fairfax' - a high quality compounding machine. $FFH.TO"
X Link 2025-12-24T21:29Z [----] followers, [----] engagements

"Fairfax sold Resolute Forest Products in [----] at the top of the lumber cycle ($626M). Some of the proceeds were likely rolled into Orla. Now Fairfax's position in Orla is up massively. $FFH.TO sold 25% of its position in Orla in Dec [----] for a big gain. Amazing capital allocation"
X Link 2025-12-30T18:25Z [----] followers, [----] engagements

"Our annual review for Fairfax is out. What did we learn in [----] Fairfax doesnt have to do anything spectacular to deliver spectacular results - that is what an exceptional business looks like. Click the link to read our long-form post. $FFH.TO $FRFHF https://thecobf.com/forum/topic/21600-fairfax-2026/page/2/#findComment-654501 https://thecobf.com/forum/topic/21600-fairfax-2026/page/2/#findComment-654501"
X Link 2026-01-05T18:47Z [----] followers, [----] engagements

"In Q4 [----] Fairfax's equity holdings (that I track) increased in value $744M to $26.7B. Solid finish to an outstanding year. Big gainers FFH-TRS Orla (gold) Eurobank Foran (copper). Click link for details. $FFH.TO $FRFHF $OLA.TO $EUROB.AT $FOM.TO https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/124/#findComment-654899 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/124/#findComment-654899"
X Link 2026-01-07T18:56Z [----] followers, [----] engagements

"Does CEO compensation matter Does it matter how much stock they own Below we compare three peers: Berkshire Hathaway Markel and Fairfax. Which group of shareholders are benefiting the most / look best positioned moving forward $FFH.TO $BRK $MKL"
X Link 2026-01-08T22:08Z [----] followers, [----] engagements

"@StephHughes95 @business Fairfax's investment in UA has a value just north of $200M. Fairfax's investment portfolio is $75B and its equity portfolio is $27B. UA is a tiny position. Fairfax's [--] largest publicly traded stocks were up $4.3B or 47% in [----]. Outstanding performance. $FFH.TO $FRFHF"
X Link 2026-01-09T18:25Z [----] followers, [----] engagements

"@MichaelGielkens The purpose of my post was to highlight how little Prem Watsa is paid (C$600000). Especially when you factor in performance. I don't think this is well understood. Ownership/control is another important topic. $BRK $MKL and $FFH.TO are all going in very different directions"
X Link 2026-01-09T18:31Z [----] followers, [---] engagements

"What can we learn by looking at Fairfax's top [--] equity holdings [--]. Concentrated. [--]. Contrarian. [--]. More private/associate holdings. Marked shift to higher quality portfolio = improving returns. Click the link for details $FFH.TO $FRFHF $EUROB.AT $OLA.TO https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/125/#findComment-655961 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/125/#findComment-655961"
X Link 2026-01-12T19:54Z [----] followers, [----] engagements

"Fairfax has made many exceptional investments over the past [--] years. One of the best has been the FFH-TRS giving it exposure to 1.96M FFH shares. It is up $2.9B over [--] years (before carrying costs). Outstanding. Click the link for details. $FFH.TO $FRFHF https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/125/#findComment-656511 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/125/#findComment-656511"
X Link 2026-01-14T18:46Z [----] followers, [----] engagements

"What is Fairfaxs best-ever equity investment Eurobank. It has delivered a total return of $4.6B all over the past [--] yrs. It is also the biggest source of an emerging income stream for Fairfax - hidden value. Click the link for more. $FFH.TO $EUROB.TO https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/126/#findComment-656726 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/126/#findComment-656726"
X Link 2026-01-15T16:00Z [----] followers, [----] engagements

"@F_Compounders @BrownMarubozu @ACIPartnerhship What are your evaluations tools Looking at total shareholder return BVPS capital allocation Fairfaxs performance has been much better than Markels over the past [--] years. Capital allocation will be key moving forward - Fairfaxs model and execution looks better. $FFH.TO $MKL"
X Link 2026-01-16T16:32Z [----] followers, [----] engagements

"Fairfax's top [--] public equities delivered a 47% return in [----]. Strong performance was broad based: [--] of [--] holdings delivered return of +30%. Momentum is continuing into [----]. Below is a smaller holding Commercial International Bank (leading private bank in Egypt). $FFH.TO"
X Link 2026-01-16T19:07Z [----] followers, [----] engagements

"When it comes to Fairfax investors have strong opinions. It helps to took at facts. Your charts are very helpful. But for facts to matter it requires an open mind. Fact based open minded investors have done very well with $FFH.TO over [--] years. PS: tell your intern: Great work $BRK $FFH Finally at Berkshire investments represent 63% of the share price versus 181% at Fairfax. I think Brandons decision to focus on Fairfax as heir to Berkshire continues to make great sense to me. https://t.co/Bw4I2diZJj $BRK $FFH Finally at Berkshire investments represent 63% of the share price versus 181% at"
X Link 2026-01-16T19:23Z [----] followers, [----] engagements

"@ferglinger Fairfax's public equities have performance exceptionally well over the past [--] years. Below are the [--] best performers (in terms of total return). $FFH.TO is pretty active. Importantly the equity portfolio looks nothing like it did [--] years ago (much higher quality today)"
X Link 2026-01-16T19:41Z [----] followers, [---] engagements

"@BrownMarubozu Fairfaxs business model is more like a younger $BRK. In [----] underwriting = 21% of $FFH.TO income streams not 33%. Moving forward Fairfax will be able to compound capital at above average rates. Did soft insurance markets impair BRKs returns over the years (Answer: No)"
X Link 2026-01-19T04:37Z [----] followers, [----] engagements

"Eurobank is up big to start [----] +$829 million. Fairfax is currently trading at [---] x YE BV. Cheap. Investors are also getting significant "hidden value" of about $4 to $5 billion for free (Eurobank is $3 billion on its own). But is "hidden value" real $FFH.TO $EUROB.AT"
X Link 2026-01-19T20:24Z [----] followers, [----] engagements

"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link 2026-01-20T16:51Z [----] followers, [----] engagements

"Fairfax has literally discovered gold with its investment in Orla Mining. YTD-2026 it is up $250M. This is after a $729M gain in [----]. The mgmt team at $FFH.TO is delivering a master-class in capital allocation. Click the link for details. $OLA.TO $ORLA https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/128/#findComment-657853 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/128/#findComment-657853"
X Link 2026-01-20T19:18Z [----] followers, [----] engagements

"@onebeggar Sell high and buy low. Proceeds from Resolute (2022) and Stelco (2024) likely funded a big part of Orla. Now they are selling down part of Orla to buy Rinse and repeat. How well they reinvest capital is also an interesting story. $FFH.TO"
X Link 2026-01-21T17:03Z [----] followers, [---] engagements

"Today we explore capital allocation and share buybacks. For the theory we look to Buffet for guidance. For a real world example we look to Fairfax - management has been putting on a clinic. Click the link to read our long-form post. $FFH.TO $FRFHF $BRK https://thecobf.com/forum/topic/21600-fairfax-2026/page/9/#findComment-658175 https://thecobf.com/forum/topic/21600-fairfax-2026/page/9/#findComment-658175"
X Link 2026-01-21T21:49Z [----] followers, [----] engagements

"Look at market fluctuations as your friend rather than your enemy; profit from folly rather than participate in it. Warren Buffett. What has changed in Fairfaxs business in the past [--] hours Nothing. (Like $BRK most analysts struggle to understand $FFH.TO business model.) $FFH.to -9% Essentially like the Muddy Waters short report with just a downgrade from BMO. https://t.co/M9Z0F6X2uh $FFH.to -9% Essentially like the Muddy Waters short report with just a downgrade from BMO. https://t.co/M9Z0F6X2uh"
X Link 2026-01-22T20:55Z [----] followers, [----] engagements

"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link 2026-01-24T20:31Z [----] followers, [----] engagements

"@NigelWoodman great take/summary. Some analysts clearly do not understand Fairfaxs business model they think the company is a traditional P/C insurance company which it obviously isnt. Their analysis reveals much more about them than it does about Fairfax. $FFH.TO $FRFHF @TidefallCapital Some quick thoughts on $FFH.TO [--]. Cycle doesnt = Impairment -The BMO analyst and/or the algos are confusing a change in weather (softening insurance cycle) with a broken roof. -The Impairment View: "Prices are falling so earnings will collapse." -The Reality: Fairfax has @TidefallCapital Some quick thoughts"
X Link 2026-01-24T22:10Z [----] followers, [----] engagements

"Do fundamentals matter Fairfaxs largest equity investment Eurobank is up $1.2B YTD-2026 ($50/share). Hidden value is $3B. Fairfax is not a traditional P/C insurance company. Pretending it is means you have to ignore fundamentals/facts. Is that rational $FFH.TO $EUROB.AT"
X Link 2026-01-27T21:44Z [----] followers, [----] engagements

"What is Fairfax's business model Most analysts and investors think its a P/C insurance company - and of course that is not correct. As a result their analysis tends to be incomplete (and inaccurate). Click the link for more. $FFH.TO $FRFHF $BRK $MKL https://thecobf.com/forum/topic/21600-fairfax-2026/page/14/#findComment-660399 https://thecobf.com/forum/topic/21600-fairfax-2026/page/14/#findComment-660399"
X Link 2026-01-29T23:17Z [----] followers, [----] engagements

"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link 2026-01-29T23:22Z [----] followers, [----] engagements

"@Galtdaddy @Galtdaddy I appreciate the feedback. What I find interesting about Fairfax is how they have tailored the model to fit how they are wired. Wide range of capital allocation skills = large opportunity set = reinvest at above average rates of return + compounding = magic. $FFH.TO"
X Link 2026-01-30T18:28Z [----] followers, [---] engagements

"We wrap up our review of Fairfax's business model with a 3rd post: through the lens of [--] incomes streams (connecting it to the income stmt and bal sheet). $FFH.TO is not simply a P/C insurer - it is a capital compounding machine. Click the link for more https://thecobf.com/forum/topic/21600-fairfax-2026/page/17/#findComment-660786 https://thecobf.com/forum/topic/21600-fairfax-2026/page/17/#findComment-660786"
X Link 2026-01-31T19:54Z [----] followers, [----] engagements

"Great comment. A couple of additions: sale of Eurolife will likely close in Q1; proceeds of $940M will be reinvested (takeout of minority shareholder in Allied World). Take private of Kennedy Wilson is also in the works. Looking forward to when $FFH.TO reports YE results. $KW @cfrischer1 told me in the 90s $BRK would be in the WSJ every week because of how active they were. $FFH.TO is in the midst of IPOing $AGTF.TO BIAL trying to buy IDBI scooping up $UA and getting a holding $FOM.TO taken out with no press coverage. https://t.co/xqzwS5gPJj @cfrischer1 told me in the 90s $BRK would be in the"
X Link 2026-02-07T01:17Z [----] followers, [----] engagements

"Q1 is going to be avery busy quarter for Fairfax and many of their equity holdings. AGT IPO is one example. Learnings $FRFHF is a very good partner. AGT is the latest good example of 'new Fairfax' at work. Click the link for initial thoughts. $FFH.TO https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/131/#findComment-662643 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/131/#findComment-662643"
X Link 2026-02-07T18:02Z [----] followers, [----] engagements

"@OfficialChristG @BrownMarubozu @OfficialChristG it is just available as a PDF. It is a draft (working copy) that gets continually updated. I post an updated version of the PDF about every [--] to [--] weeks - about 10% of the document changes with each update. $FFH.TO"
X Link 2026-02-07T19:36Z [----] followers, [---] engagements

"Capital allocation is the most important responsibility of a management team. Why Capital allocation decisions are what drive the long-term performance of a company and important metrics like EPS growth in BV and ROE. We got another data point today from Fairfax. $FFH.TO"
X Link 2025-12-05T19:57Z [----] followers, [----] engagements

"On Dec [--] 2025it was announced that Fairfax would be added to the S&P/TSX [--] Index Canadas flagship large-cap index effective Dec [--] [----]. Today we explore stock prices through the lens of supply and demand. Click the link below for more. $FFH.TO https://thecobf.com/forum/topic/21117-fairfax-2025/page/102/#findComment-652250 https://thecobf.com/forum/topic/21117-fairfax-2025/page/102/#findComment-652250"
X Link 2025-12-20T19:22Z [----] followers, [----] engagements

"Updated my Fairfax book (800 pages). Chapters [--] (intro) & [--] (earnings) edited. New material added. With lots of help from others like @BrownMarubozu. Click the link to get a free copy. Companion Excel document (with models) also there. $FFH.TO $BRK $MKL https://thecobf.com/forum/topic/20253-fairfax-vol-2-100-of-the-best-posts-all-in-one-document/#findComment-526661 https://thecobf.com/forum/topic/20253-fairfax-vol-2-100-of-the-best-posts-all-in-one-document/#findComment-526661"
X Link 2025-12-22T16:45Z [----] followers, 10.6K engagements

"The narrative is Fairfax are poor equity investors. It can be useful to look at facts. How have the top [--] publicly traded holdings performed YTD [----] They delivered a TSR of 52%. If we add FFH-TRS the YTD TSR is $4.4B or $189/sh (pre-tax). Yes outstanding performance $FFH.TO"
X Link 2025-12-24T21:09Z [----] followers, 18.4K engagements

"Fairfax has made many very good investments in recent years. Like its purchase in late 2020/early [----] of total return swaps giving it exposure to 1.96M $FFH.TO shares at an avg cost of $373/share. Position is up $900M in [----] and $2.9B over [--] years. Unconventional and brilliant"
X Link 2025-12-28T19:06Z [----] followers, 20.6K engagements

"What is Fairfaxs best performing equity investment Eurobank. Up $2.3B in [----] and $4.4B over last [--] yrs. Very well managed. Still cheap. Bright future. (Sound familiar) $FFH.TO $EUROB.AT PS: Equity accounted - so much of gain in MV not captured in accounting results (EPS BV)"
X Link 2025-12-29T18:24Z [----] followers, [----] engagements

"Orla Mining (gold producer) is a recent investment for Fairfax (partner is Pierre Lassonde). How did it perform in [----] It delivered a gain of $747M. 25% of position was sold Dec 5th. Outstanding performance. Very unconventional investment when it was made. $FFH.TO $ORLA $OLA.TO"
X Link 2025-12-30T18:16Z [----] followers, [----] engagements

"Happy New Year Fairfax is having an epic run. What are some lessons Narratives are often completely wrong - for years (ignore the haters). Be rational. Follow the fundamentals. Position sizing matters. Most importantly patience is how to make the big money. $FFH.TO $FRFHF"
X Link 2025-12-31T19:18Z [----] followers, [----] engagements

"My year-in-review post on Fairfax should be out in the next couple of days. As a tease below is the introduction. Stock is up 500% in [--] yrs (C$). For those who have not been paying attention this is what a compounding machine looks like. $FFH.TO $BRK $MKL"
X Link 2026-01-01T19:01Z [----] followers, 12.3K engagements

"How has Fairfax's business model changed over the past [--] years We break Fairfax's journey into [--] phases. Where is the company today What are the lessons for investors These are the topics we explore in our post. Click the link for more. $FFH.TO $FRFHF https://thecobf.com/forum/topic/21600-fairfax-2026/page/12/#findComment-658839 https://thecobf.com/forum/topic/21600-fairfax-2026/page/12/#findComment-658839"
X Link 2026-01-24T20:30Z [----] followers, [----] engagements

"How is Fairfaxs equity portfolio performing YTD-2026 It is up in value by $1.4B or $62/sh. Very strong start to the year. Big gainers Eurobank Orla (gold) CIB UA (new) and Foran (copper). Q1 will also see $250M gain on sale of Eurolife. $FFH.TO $EUROB.AT $OLA.TO $FOM.TO"
X Link 2026-02-09T22:07Z [----] followers, [----] engagements

"Updated my book on Fairfax (800 pgs). New material added. Lots of updates to Chapter 15: Equities. With lots of help from others like @BrownMarubozu. Click the link to get a free copy. Companion Excel document (with models) also there. $FFH.TO $BRK $MKL https://thecobf.com/forum/topic/20253-fairfax-vol-2-100-of-the-best-posts-all-in-one-document/#findComment-526661 https://thecobf.com/forum/topic/20253-fairfax-vol-2-100-of-the-best-posts-all-in-one-document/#findComment-526661"
X Link 2026-01-20T16:19Z [----] followers, [----] engagements

"Josh Brown making a big call on thisyears dominant investment theme: HALO stocks (Heavy Assets Low Obsolescence). Guess whose portfolio is stuffed with HALO stocks Fairfax. Performance was very strong last year. Up big to start [----]. Lets hope Josh is right.$FFH.TO $FRFHF See You Tonight Pounders👇🎙💸 https://t.co/yBtbkJkMgI Sponsored by: @Betterment Advisor Solutions https://t.co/IfCQMFg1AW See You Tonight Pounders👇🎙💸 https://t.co/yBtbkJkMgI Sponsored by: @Betterment Advisor Solutions https://t.co/IfCQMFg1AW"
X Link 2026-02-11T03:50Z [----] followers, [----] engagements

"My Fairfax PDF/book has been updated. It is now close to [---] pages. Chapter [--] (earnings) and Chapter [--] (non-insurance consolidated holdings) were redone. Click the link to get a copy. The companion Excel document with models is also there. $FFH.TO $FRFHF https://thecobf.com/forum/topic/20253-fairfax-financial-volume-2-90-of-the-best-posts-all-in-one-document/#findComment-526661 https://thecobf.com/forum/topic/20253-fairfax-financial-volume-2-90-of-the-best-posts-all-in-one-document/#findComment-526661"
X Link 2024-12-04T17:15Z [----] followers, [----] engagements

"Shelby Cullom Davis is one of the GOAT investors. His [--] year CAGR was 23%. His secret sauce He invested primarily in insurance stocks. Do his methods still work today The answer might surprise you. Click the link below to learn more. $FFH.TO $BRK $MKL https://thecobf.com/forum/topic/20517-fairfax-2024/page/97/#findComment-590843 https://thecobf.com/forum/topic/20517-fairfax-2024/page/97/#findComment-590843"
X Link 2024-12-11T18:28Z [----] followers, 10.2K engagements

"As we close the book on [----] it's time to reflect and be thankful. Fairfax just delivered another superb year - stock was up 51%. Over the past [--] yrs it is up 308% CAGR = 42%. Wow Thanks to the team at FFH. And thanks to other $FFH.TO posters - a 1st class group of investors"
X Link 2025-01-01T23:12Z [----] followers, [----] engagements

"My PDF/book on Fairfax has been updated. It is now has close to [---] pages of material. New posts have been added and lots of small edits have been made. Click the link to get a copy. The companion Excel document with models is also there. $FFH.TO $FRFHF https://thecobf.com/forum/topic/20253-fairfax-financial-volume-2-90-of-the-best-posts-all-in-one-document/#findComment-526661 https://thecobf.com/forum/topic/20253-fairfax-financial-volume-2-90-of-the-best-posts-all-in-one-document/#findComment-526661"
X Link 2025-01-29T18:04Z [----] followers, [----] engagements

"Markel was responsible for Fairfaxs entry into the P/C insur bus [--] yrs ago. In [----] Hamblin Watsa (via The Sixty Two Invest Co) made their first P/C ins purchase - a control stake in Markel Financial (Cda). Prem could have written this letter today. Impressive. $FFH.TO $MKL"
X Link 2025-02-09T08:29Z [----] followers, [----] engagements

"I just finished a deep dive on Markel. What are the problems A cheap stock Succession gone bad Loss of family control What does it mean for Fairfax and Berkshire Hathaway Click the lick the link to read both posts (in succession) $MKL $FFH.TO $BRK https://thecobf.com/forum/topic/21117-fairfax-2025/page/8/#findComment-600639 https://thecobf.com/forum/topic/21117-fairfax-2025/page/8/#findComment-600639"
X Link 2025-02-11T22:12Z [----] followers, 12.1K engagements

"With Berkshire Hathaway reporting results today I updated my post from yesterday (comparing [--] high quality P/C insurance companies). Below is the updated summary. $FFH.TO $BRK $BRK.A $WRB $IFC.TO $TRV $CB $MKL"
X Link 2025-02-22T23:37Z [----] followers, 24.6K engagements

"Fairfax's AGM is on April [--] [----]. It certainly has been a wonderful run the past [--] years - and I continue to think that $FFH.TO looks like a star athlete that is just now entering their prime. Below is a summary of why I like to attend the AGM with links to the various events"
X Link 2025-03-20T22:42Z [----] followers, [----] engagements

"For Fairfax my updated estimate for EPS for [----] is US$160/diluted share. Including the increase in 'excess of FV over CV' the increase in intrinsic value in [----] is estimated to be $170/diluted share. Click the link below for details. $FFH.TO $FRFHF https://thecobf.com/forum/topic/21117-fairfax-2025/page/25/#findComment-608610 https://thecobf.com/forum/topic/21117-fairfax-2025/page/25/#findComment-608610"
X Link 2025-03-23T20:12Z [----] followers, 17.9K engagements

"Fairfax's investment in Orla is up about $323m in Q1 [----] (Mch 28). Their $150m convertible bond investment (part of Musselwhite purchase) is looking well timed. Including the conv. bonds/warrants the MV of $FFH.TO's investment in $ORLA is now $933m (shares = 101.9m). $OLA.TO"
X Link 2025-03-30T16:00Z [----] followers, [----] engagements

"About 13% of Fairfax's $23b equity portfolio is in commodity/resource holdings: Orla Foran Mining Altius Metlen EXCO Waterous Energy Fund OXY Ensign AGT. Recent sales: In [----] Resolute Forest Products (top of lumber cycle) and in [----] Stelco (at peak valuation). $FFH.TO"
X Link 2025-03-30T23:20Z [----] followers, [----] engagements

"Has Fairfax become the perfect safe-haven trade Yes that sounds bizarre. But if it looks like a duck swims like a duck and quacks like a duck then it probably is a duck. $FFH.TO"
X Link 2025-04-01T19:47Z [----] followers, [----] engagements

"Fairfax has an equity portfolio of $23b. What are the top [--] holdings What are some learnings Concentration. Misunderstood. Not BRK. Shift to private. Problems fixed. Strong performance. Well positioned. Click the link for details. $FFH.TO $BRK $MKL https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/98/#findComment-610249 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/98/#findComment-610249"
X Link 2025-04-02T17:45Z [----] followers, [----] engagements

"My PDF/book on Fairfax has been updated (650 pages). New posts have been added. Chapters [--] (earnings) and [--] (equities) have been updated. Click the link to get a copy. The companion Excel document with models is also there. $FFH.TO $BRK $MKL $CB $WRB https://thecobf.com/forum/topic/20253-fairfax-financial-volume-2-90-of-the-best-posts-all-in-one-document/#findComment-526661 https://thecobf.com/forum/topic/20253-fairfax-financial-volume-2-90-of-the-best-posts-all-in-one-document/#findComment-526661"
X Link 2025-04-02T18:28Z [----] followers, [----] engagements

"Fairfax continues to be the gift that keeps on giving. Over the past [----] years its stock has significantly outperformed the market averages every year with more of the same YTD [----]. Its cumulative outperformance has been epic. To the entire team at $FFH.TO - thank you"
X Link 2025-04-03T21:06Z [----] followers, [----] engagements

"The perfect stock today has two characteristics: 1.) Defensive: poised to deliver certainty (not impacted by tariffs or a slowing economy) 2.) Offensive: poised to capitalize on volatility (proven best-in-class capital allocator). Who Fairfax Financial. $FFH.TO $BRK $MKL"
X Link 2025-04-13T22:46Z [----] followers, [----] engagements

"Prems presentation from Fairfaxs recently held AGM is now available. If you want to get a good overview of the company this is a great place to start. It clearly demonstrates how well the company is managed and how well it is positioned today. $FFH.TO https://www.fairfax.ca/wp-content/uploads/2025/04/Fairfax_AGM_2025.pdf https://www.fairfax.ca/wp-content/uploads/2025/04/Fairfax_AGM_2025.pdf"
X Link 2025-04-19T17:48Z [----] followers, 14.7K engagements

"What did I learn from attending Fairfaxs AGM this year I still have a lot to learn. Guess how much analysts write about Fairfaxs culture in their reports They don't. Guess how much I have written about culture in my [---] page book on $FFH.TO Very little. Yes I am an idiot"
X Link 2025-04-19T21:37Z [----] followers, [----] engagements

"The execution from Fairfax's mgmt team has been best in class in P/C insurance over the past [--] yrs. The most recent example The sale of Sigma which resulted in a $179m investment gain. Value investing [---]. Click the link for details. $FFH.TO $BRK $MKL https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/101/#findComment-617521 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/101/#findComment-617521"
X Link 2025-05-05T18:52Z [----] followers, [----] engagements

"Today we do a deep dive on Fairfaxs investment in Recipe Unlimited. To see what it can teach us about Fairfax - its senior management team and how it does capital allocation. The Fairfax 'story' keeps getting better. Click the link to read more. $FFH.TO https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/103/#findComment-620121 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/103/#findComment-620121"
X Link 2025-05-21T20:12Z [----] followers, [----] engagements

"How is Fairfax's equity portfolio performing QTD in Q2-2025 Very well. To May [--] it has increased in size from $23.2b to $24.2b. It is up about $988m or $46/share (pre-tax). The two largest holdings Eurobank and FFH-TRS are the two stars. International is doing well. $FFH.TO"
X Link 2025-05-21T22:38Z [----] followers, [----] engagements

"Fairfaxs #2 equity holding is the total return swaps - giving it exposure to [----] million $FFH.TO shares. The investment has increased in value by about $2.54b over the past [---] years. Is it really a stealth share buyback Click the link to learn more. https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/104/#findComment-621180 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/104/#findComment-621180"
X Link 2025-05-27T21:43Z [----] followers, [----] engagements

"Is it time to sell Fairfax In our post today we explore the 'When to sell' question that all investors face. We get help from Philip Fisher a mentor to Warren Buffett and one of the GOATs. Click the link to read our long-form post. $FFH.TO $BRK $MKL https://thecobf.com/forum/topic/21117-fairfax-2025/page/46/#findComment-626812 https://thecobf.com/forum/topic/21117-fairfax-2025/page/46/#findComment-626812"
X Link 2025-07-05T18:31Z [----] followers, 10.3K engagements

"How is Fairfax's investment in Metlen performing Very well. Fairfax invested about $250m. Today it has a MV of $650m an increase of $400m (not including div or interest on exch bonds). On Aug [--] [----] Melten will IPO on the LSE (strong candidate to be added to FTSE100). $FFH.TO"
X Link 2025-07-08T19:09Z [----] followers, [----] engagements

"Fairfax is set to report stellar earnings for Q2. The MV of their largest holding Eurobank is up about $900m in Q2. And because it is an associate holding none of that gain will be captured in Fairfax's reported results. does that mean the gain did not happen $FFH.TO $BRK"
X Link 2025-07-10T19:28Z [----] followers, [----] engagements

"My PDF/book on Fairfax has been updated (750 pages). New posts have been added. I've had lots of help from others like @BrownMarubozu. Click the link to get a free copy. The companion Excel document with models is also there. $FFH.TO $BRK $MKL $CB $WRB https://thecobf.com/forum/topic/20253-fairfax-financial-volume-2-90-of-the-best-posts-all-in-one-document/#findComment-526661 https://thecobf.com/forum/topic/20253-fairfax-financial-volume-2-90-of-the-best-posts-all-in-one-document/#findComment-526661"
X Link 2025-07-25T17:51Z [----] followers, 17.8K engagements

"Fairfaxs Q2 earnings results should be out shortly. Click the link below to see my summary: 1.) From the Q1 earnings release/call. 2.) For Q2 earnings (some of the questions I have). I expect a good quarter. The question is how good $FFH.TO $FRFHF https://thecobf.com/forum/topic/21117-fairfax-2025/page/52/#findComment-630072 https://thecobf.com/forum/topic/21117-fairfax-2025/page/52/#findComment-630072"
X Link 2025-07-31T20:30Z [----] followers, [----] engagements

"How were Q2 results for Fairfax Another great quarter. Economic value increased by about $97/share. Diluted EPS = $62 + excess of FV over CV = $35 (after tax). We look at the big picture and review [--] points. Click the link to read more. $FFH.TO $FRFHF https://thecobf.com/forum/topic/21117-fairfax-2025/page/53/#findComment-630277 https://thecobf.com/forum/topic/21117-fairfax-2025/page/53/#findComment-630277"
X Link 2025-08-01T21:15Z [----] followers, [----] engagements

"Fairfax has [--] income streams. They have increased in size from $2.5b (avg from 2016-21) to $7.4b (2026E). Operating income is now 80% of the total (up from 49% avg from 2016-21). As a result Fairfax has been transformed. Earnings are much larger and much higher quality. $FFH.TO"
X Link 2025-08-13T19:14Z [----] followers, [----] engagements

"Fairfax's equity portfolio is under appreciated. Below we list the top [--] holdings. The performance of the largest publicly traded holdings has been exceptional (over both the past [--] mo and [--] yrs). Portfolio is very well positioned. Sorry detractors. facts are facts. $FFH.TO"
X Link 2025-08-20T18:23Z [----] followers, 49.8K engagements

"Over the past [--] years Fairfax has delivered a return of 19.2% compounded annually. The company is a unicorn. How did they do it How is the company positioned today Most investors can't answer either question. IMHO $FFH.TO continues to be misunderstood and under appreciated"
X Link 2025-08-27T19:19Z [----] followers, [----] engagements

"This is the money-chart. Fairfax (once again) is generating a high return on investments. Sources are nicely diversified (see 2026). Company is very good at this. Total investments to common shareholders' equity leverage is 2.9x. High returns on investments is a big deal. $FFH.TO"
X Link 2025-08-31T18:39Z [----] followers, [----] engagements

"In August Fairfax bought back another chunk of their stock at around US$1700/share. Why did they do this My guess is they can do basic math. And they are focussed on growing per share value for shareholders over the long term. I know who thinks like that today $FFH.TO $FRFHF"
X Link 2025-09-11T20:25Z [----] followers, [----] engagements

"One of C. Munger's investing strategies was to find 'financial cannibals' - companies that were eating themselves by doing large buybacks at low prices. Fairfax has taken Munger's good idea and made it even better. Click the link for details. $FFH.TO $BRK https://thecobf.com/forum/topic/21117-fairfax-2025/page/62/#findComment-637603 https://thecobf.com/forum/topic/21117-fairfax-2025/page/62/#findComment-637603"
X Link 2025-09-15T18:46Z [----] followers, [----] engagements

"On Oct [--] [----] Fairfax announced the sale of their 80% stake in Eurolife's life ins. bus. to Eurobank for $944.7m. Fairfax will also buy 45% of Eurobanks P/C ins. bus. in Cypress for $69m. Both deals are expected to close in Q1 [----]. Below are some thoughts. $FFH.TO $EUROB.AT"
X Link 2025-10-14T22:15Z [----] followers, [----] engagements

"A picture is worth [----] words. The best performing insurance company (over the past [--] years) is available at the cheapest valuation (compared to peers). What to do Panic of course. I love Mr. Market. (My guess is Fairfax does too.) $FFH.TO $FRFHF"
X Link 2025-10-21T18:20Z [----] followers, [----] engagements

"Really looking forward to getting a copy of this book on Fairfax Available for pre-ordered (Nov [--] release). It is desperately needed. The author nailed the timing of its release. https://www.amazon.ca/Fairfax-Way-Inside-Lasting-Success/dp/1037802195 https://www.amazon.ca/Fairfax-Way-Inside-Lasting-Success/dp/1037802195"
X Link 2025-10-21T23:13Z [----] followers, [----] engagements

"Below are some of the reviews for the new book on Fairfax from author David Thomas called: The Fairfax Way: Inside Prem Watsa's Secret to Lasting Success. On pre-order/available Nov [--]. $FFH.TO $FRFHF https://www.amazon.ca/Fairfax-Way-Inside-Lasting-Success/dp/1037802195#detailBullets_feature_div https://www.amazon.ca/Fairfax-Way-Inside-Lasting-Success/dp/1037802195#detailBullets_feature_div"
X Link 2025-10-22T00:10Z [----] followers, 12.9K engagements

"@BillBrewsterTBB @BrownMarubozu Great point. People also conflate [--] things: 1.) Insurance - a tough business. 2.) Insurance companies - can be wonderful investment vehicles. Buffetts genius is he got both right (disciplined UW; invest in equities). Fairfax has taken the baton from Buffett. $BRK $FFH.TO"
X Link 2025-10-23T03:53Z [----] followers, [----] engagements

"Fairfax has [--] income streams. The smallest is 'non-insurance consolidated holdings'. It is not small any more coming in at $211m in Q3-2025. What is a new income stream of $800 million/year (with a strong growth profile) worth Just asking for a friend. $FFH.TO $FRFHF"
X Link 2025-11-06T23:06Z [----] followers, [----] engagements

"Fairfax has [--] income streams that drive earnings. The 4th largest is share of profit of associates. How did it perform in Q3-25 Very well. It came in at $305m (a big beat). Is this income stream about to inflect higher Click the link for more. $FFH.TO https://thecobf.com/forum/topic/21117-fairfax-2025/page/89/#findComment-645945 https://thecobf.com/forum/topic/21117-fairfax-2025/page/89/#findComment-645945"
X Link 2025-11-09T20:13Z [----] followers, [----] engagements

"After years of hard work a 5th income stream appears to be breaking out at Fairfax. It is material in size and poised to grow strongly in the coming years. Are investors and analysts paying attention Probably not. Click the link below for more. $FFH.TO https://thecobf.com/forum/topic/21117-fairfax-2025/page/91/#findComment-646294 https://thecobf.com/forum/topic/21117-fairfax-2025/page/91/#findComment-646294"
X Link 2025-11-11T19:41Z [----] followers, [----] engagements

"@BrownMarubozu your coverage has been spot on. Interested to see what it does to Fairfaxs share price (short and longer term). Well managed strong and improving fundamentals cheap stock and now this [----] is shaping up to be another exceptional year for shareholders. $FFH.TO It actually happened. $FFH.TO and $CLS.TO both added to the S&P/TSX [--] while $AQN and $CAR.UN removed. It will be interesting what the impact will be. Clearly a lot of investors didnt want to own insurance with USD exposure today $SCR.TO also added to the Composite. https://t.co/41EcxO8gg1 It actually happened. $FFH.TO and"
X Link 2025-12-05T22:49Z [----] followers, [----] engagements

"@BrownMarubozu Since your last article on $FFH.TO was published in the G&M (May [--] 2024) the stock has increased from C$1528 to $2431 an increase of 59%. You have done investors a great service posting your articles (well at least those who are paying attention). Well done Apple link seems to work for free: https://t.co/R9x8xPMLR3 Apple link seems to work for free: https://t.co/R9x8xPMLR3"
X Link 2025-12-09T06:38Z [----] followers, [----] engagements

"@devrlast @devrlast great question. Fairfax 2010-2020 and $FFH.TO 2021-2025 are completely different animals. They learned from their mistakes. Fixed what needed to be fixed. And have been executing exceptionally well for [--] years now (they matured). IMHO they are just getting started"
X Link 2025-12-16T22:30Z [----] followers, [---] engagements

"@NigelWoodman @NigelWoodman I agree. The big benefit of equities over bonds is equities have unlimited upside. Despite its incredible run the past [--] years $FFH.TO equity portfolio is still cheap (as a group). And it is high quality (management balance sheet profitability). Great set-up"
X Link 2025-12-24T23:01Z [----] followers, [---] engagements

"@SkipDogEats @MikeFritzell They havent stopped buying back shares. It looks like they were pretty active in Oct and Nov. My guess is effective share count will fall by about 3.5% in [----]. Div = $15. Total payout yield = 4.5%. Timing of buybacks will depend on price and availability of cash. $FFH.TO"
X Link 2025-12-25T01:31Z [----] followers, [---] engagements

"@ClayBaumung $FFH.TO has been very good at monetizing their commodity investments in recent years. Sold Resolute Forest Products at the top of the lumber cycle in [----]. And sold Stelco for a nose-bleed high price to $CLF in [----]. Booked a monster gain on the 25M Orla shares they just sold"
X Link 2025-12-25T07:53Z [----] followers, [---] engagements

"@TidefallCapital @TidefallCapital I agree. When investors think of Singleton and they tend to think too narrowly - only share buybacks. Singleton's genius was being open minded to using the right capital allocation tool at the right time. Even if it was non-conventional. That is $FFH.TO today"
X Link 2025-12-28T23:15Z [----] followers, [----] engagements

"@thomas_clay Good question. Over the past [--] years Fairfax has also been buying back stock hand over fist at dirt cheap prices. They put on the FFH-TRS position to get even more exposure to their shares (1.96M) when they were trading at the lowest valuation in the companys history. $FFH.TO"
X Link 2025-12-29T06:14Z [----] followers, [---] engagements

"@Richard15322800 Did the stage of the insurance cycle affect BRKs ability to deliver outstanding returns for shareholders over [--] yrs No it didnt. $FFH.TO business model today looks a lot like a much younger $BRK. Capital allocation is the key - and Fairfax has been best-in-class last [--] yrs"
X Link 2026-01-02T02:46Z [----] followers, [---] engagements

"@JustinRTipton @JustinRTipton if you want more granular analysis of Fairfax go to the post pinned to my profile. You can download an +800 page PDF and Excel workbook. This material is for education - it is not investing advice. Consult a professional before buying any stock. $FFH.TO $FRFHF"
X Link 2026-01-03T20:11Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing