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@VikingVan100 "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"
X Link @VikingVan100 2025-07-25T17:51Z 2898 followers, 17.5K engagements

"How are Fairfaxs X largest publicly traded equities performing YTD to July XX 2025 Very well. X months into 2025 they have increased in MV by $3.3b or XX% or $153/FFH share. Click the link for details. $FFH.TO $EUROB.AT $OLA.TO $FIH-U.TO $MYTIL.AT"
X Link @VikingVan100 2025-07-24T21:10Z 2898 followers, 23.1K 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"
X Link @VikingVan100 2025-09-15T18:46Z 2898 followers, 4323 engagements

"Its not whether youre right or wrong its how much you make when youre right and how much you lose when youre wrong Druckenmiller. Our long-form post is on capital allocation and the importance of position size. Click the link for more $FFH.TO $BRK"
X Link @VikingVan100 2025-09-22T19:03Z 2900 followers, 3260 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 @VikingVan100 2025-09-11T20:26Z 2898 followers, 1313 engagements

"Over the past XX yrs the MV of Fairfaxs stock has CAGR = XXXX% (US$). Much better than peers. How Fairfax has built a better mousetrap. Today we explore the outsized returns they generate on their investment portfolio. Click the link for more. $FFH.TO"
X Link @VikingVan100 2025-08-31T18:16Z 2898 followers, 3745 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 @VikingVan100 2025-09-11T20:25Z 2898 followers, 7746 engagements

"@Ville_EU Good luck finding a bad equity investment that actually matters. Yes they do have a couple of clunkers but they are so small they are meaningless. The hard work Fairfax put in to upgrade their investment portfolio over the past X years is now paying off in a big way. $FFH.TO"
X Link @VikingVan100 2025-10-14T19:07Z 2898 followers, XXX engagements

"Orla a newer investment for Fairfax is quickly turning into one of their best equity investments ever. Stock is up big time today (on positive production guidance). QTD stock is up US$270m. YTD stock is up $806m or XXX% or $34/FFH diluted share. $FFH.TO $ORLA $OLA.TO"
X Link @VikingVan100 2025-10-14T18:16Z 2898 followers, 3703 engagements

"On Oct XX 2025 Fairfax announced the sale of their XX% stake in Eurolife's life ins. bus. to Eurobank for $944.7m. Fairfax will also buy XX% of Eurobanks P/C ins. bus. in Cypress for $69m. Both deals are expected to close in Q1 2026. Below are some thoughts. $FFH.TO $EUROB.AT"
X Link @VikingVan100 2025-10-14T22:15Z 2898 followers, 8574 engagements

"Eurobank is Fairfaxs largest equity holding (by far). With Q2 results the company continues its exceptional performance. My take on Eurobank is posted below. The interim dividend of EURO 0.047/sh will result in a payment of about $65m to Fairfax in Q4. $FFH.TO $FRFHF $EUROB.AT"
X Link @VikingVan100 2025-08-02T19:13Z 2898 followers, 3572 engagements

"Fairfax's investment in Eurobank is up $675m ($28/diluted FFH share) so far in Q3-2025. It is up $2b YTD-2025. Excess of FV over CV is $2.18b ($92/diluted sh pre-tax). This is value that has been created that is not captured in EPS ROE or BV. $FFH.TO"
X Link @VikingVan100 2025-08-12T17:51Z 2898 followers, 5088 engagements

"Over the past XX years Fairfax has delivered a return of XXXX% 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 @VikingVan100 2025-08-27T19:19Z 2898 followers, 8520 engagements

"@Ville_EU The problem Fairfax has today is investors/analysts still do not grasp/fully appreciate the extent of the upgrades that have been done to the equity portfolio over the past X years - and the impact it is now having/will likely have on the future returns of the company. $FFH.TO"
X Link @VikingVan100 2025-10-14T19:14Z 2898 followers, XXX engagements

"@CedarStResearch @DJ_EBITDA I agree. Fairfax has begun the compounding machine part of its journey. It is generating enormous amounts of cash. That it is able to reinvest at high rates of return (because of how it does investment management it has lots of good opportunities). Great set-up. $FFH.TO"
X Link @VikingVan100 2025-09-23T17:12Z 2898 followers, XXX engagements

"Are Fairfaxs investment returns volatile No that is not a trick question. The answer of course depends on the time frame used in the analysis. And that will be determined by whether you are a speculator or investor. Click the link for more. $FFH.TO"
X Link @VikingVan100 2025-09-01T19:12Z 2898 followers, 5573 engagements

"How is Fairfax's equity portfolio performing Q3-QTD To Aug XX it is up about $879m or $37/diluted share (pre-tax). YTD-2025 it is up about $3.6b or XX% or $154/diluted share (pre-tax). Q2 +$2.0b Q1 +785m. Fairfax's equity holdings are performing very well. $FFH.TO $EUROB.AT"
X Link @VikingVan100 2025-08-25T16:48Z 2898 followers, 2611 engagements

"My post on 'financial cannibals' from today is a sister article to the one I wrote in May 2024 called:Warren Buffett on Capital Allocation Circle of Competence Margin of Safety and Concentration. Click the link to read this related post. $BRK $FFH.TO"
X Link @VikingVan100 2025-09-15T20:41Z 2898 followers, 2486 engagements

"@Ville_EU My view is Markel has become a lesser version of Fairfax. P/C insurance business investment management business capital allocation senior management structure - IMHO today all are better at Fairfax. But valuation (P/BV) for both companies is similar. $FFH.TO $MKL"
X Link @VikingVan100 2025-08-31T20:16Z 2898 followers, XXX 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"
X Link @VikingVan100 2025-07-31T20:30Z 2898 followers, 4306 engagements

"I have updated my diluted EPS forecast for Fairfax for 2025 = $183/sh (up from $161/sh). Economic EPS' = $221/sh (includes excess of FV over CV). I have also done an initial earnings estimate for 2026. Click the link below for details. $FFH.TO $FRFHF"
X Link @VikingVan100 2025-08-07T15:49Z 2898 followers, 8833 engagements

"Metlen's listing on the LSE (on Aug 4) appears to have been a catalyst for the shares. Fairfax's investment in Metlen is now valued at $762m (making it FFH's 6th largest equity holding). 2025YTD it has increased in MV by about $324m or 77%. Outstanding. $MTLN $MYTIL.AT $FFH.TO"
X Link @VikingVan100 2025-08-11T16:47Z 2898 followers, 8714 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 @VikingVan100 2025-10-15T17:49Z 2898 followers, 1745 engagements

"Fairfaxs 6th largest publicly traded equity holding is Metlen Energy and Metals. YTD-2025 the position is up $209m or XX% or $XX per Fairfax share. Lots of tailwinds for the company. Stock will begin trading on LSE on Aug X. Weak US$ is tailwind for stock. $FFH.TO $MYTIL.AT"
X Link @VikingVan100 2025-07-23T17:27Z 2898 followers, 2272 engagements

"Fairfaxs 3rd largest publicly traded equity holding is Orla (a gold miner). The stock hit a new all-time high on July XX. YTD-2025 the position is up $722m or XXX% or $XX per Fairfax share. Exceptional performance. Gold appears to be in a bull market. $FFH.TO $OLA.TO $ORLA"
X Link @VikingVan100 2025-07-23T17:16Z 2898 followers, 2108 engagements

"Listening to Baker Mayfield reminded me of the journey that Fairfax has been on in recent years. Understanding narrative is an important part of investing. Narrative follows results (it doesn't lead). 'Just gotta be yourself.' Great description of how Fairfax operates. $FFH.TO"
X Link @VikingVan100 2025-10-11T19:27Z 2900 followers, 4324 engagements

"Tom might want to do some research on a company called Fairfax Financial. Checks all X boxes on his list. And the company should be in his circle of competence. $FFH.TO $MKL PS: @F_Compounders I appreciate all the material you post. Big fan. Thank you"
X Link @VikingVan100 2025-08-19T00:49Z 2900 followers, 6071 engagements

"Quality control messed up - chart below has correct math. Eurobank is Fairfax's largest equity holding (by far). YTD the stock is up 84%. The MV of FFH stake is up $2.3b. Excess of FV over CV is $2.3b or $100/sh (value not captured in FFH accounting results). $FFH.TO $EUROB.AT"
X Link @VikingVan100 2025-10-11T02:50Z 2898 followers, 2081 engagements

"@aledade3 Great question. My view is something changed around 2018. Since then Fairfax has been hitting the ball out of the park with their equity decisions. They put a premium on mgmt balance sheet profitability. Slowly got rid of the dogs. Kept the queens. Today it is magic. $FFH.TO"
X Link @VikingVan100 2025-08-20T18:49Z 2898 followers, XXX 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"
X Link @VikingVan100 2025-09-23T16:32Z 2898 followers, 3498 engagements

"Fairfax's equity portfolio is under appreciated. Below we list the top XX holdings. The performance of the largest publicly traded holdings has been exceptional (over both the past X mo and X yrs). Portfolio is very well positioned. Sorry detractors. facts are facts. $FFH.TO"
X Link @VikingVan100 2025-08-20T18:23Z 2898 followers, 49.1K engagements

"@elou795 @BrownMarubozu The stock is up XX% YTD. It is up XX% over the past XX months. It is up XXX% over the past X years. It is up XXX% over the past X years. IMHO Fairfaxs recent performance has been stellar :-) $FFH.TO"
X Link @VikingVan100 2025-09-23T17:26Z 2900 followers, XXX 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 @VikingVan100 2025-07-10T19:28Z 2898 followers, 4941 engagements

"@Vincentschulich @Vincentschulich good point. Today Fairfax has a much better P/C insurance business. And it has learned important lessons with its investment management business. My view is $FFH.TO has never been better positioned as a company than it is today - it is just entering its prime"
X Link @VikingVan100 2025-08-27T20:33Z 2898 followers, XXX 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 @VikingVan100 2025-08-31T18:39Z 2898 followers, 5790 engagements

"As we approach the end of the hard market is it time for investors to head for the hills and sell their P/C insurance stocks My guess is this is what Wall Street (analysts) will be saying. Does it make sense Click the link for more. $FFH.TO $BRK $MKL"
X Link @VikingVan100 2025-08-18T20:13Z 2898 followers, 2766 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"
X Link @VikingVan100 2025-06-07T04:55Z 2898 followers, 29.9K engagements

"Fairfax has X income streams. They have increased in size from $2.5b (avg from 2016-21) to $7.4b (2026E). Operating income is now XX% of the total (up from XX% avg from 2016-21). As a result Fairfax has been transformed. Earnings are much larger and much higher quality. $FFH.TO"
X Link @VikingVan100 2025-08-13T19:14Z 2900 followers, 8798 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"
X Link @VikingVan100 2025-02-11T22:12Z 2898 followers, 12K engagements

"Gold punched through US$4000/oz. Looks like it is going mainstream. Could we see a gold rush with retail investors in 2026 How is Fairfax's investment in Orla (gold miner) performing It is up US$557m in 2025 (MV is $1.2b). Not too shabby. $FFH.TO $OLA.TO $ORLA"
X Link @VikingVan100 2025-10-08T17:36Z 2900 followers, 2797 engagements

"How much did Fairfax earn in Q2 Fairfax's diluted EPS was $62/sh. Outstanding. But that number excludes the increase in 'excess of FV over CV' of $1b or $34/sh. This puts economic EPS in Q2 at $96/sh. And of course what investors care about is economic value creation. $FFH.TO"
X Link @VikingVan100 2025-08-06T19:30Z 2898 followers, 4389 engagements