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@TidefallCapital "@CDMCapital more $NVDA money i guess lol"
X Link @TidefallCapital 2025-10-15T13:51Z 38.9K followers, XXX engagements

"Inflation adjusted oil price chart. Starting to get interesting. X sigma is WTI at $XX. Just shut your eyes and buy at that price"
X Link @TidefallCapital 2025-10-15T00:05Z 38.9K followers, 6417 engagements

""Mr. Wahi's release does not disclose his company's support for the Proposal or Wahi Investments' intention to roll its shares into the contemplated transaction which is the only proposal received to date by the Committee." Hilarious but scary that nobody else bid on $DND.to"
X Link @TidefallCapital 2025-10-08T22:23Z 38.9K followers, 4215 engagements

"@VikingVan100 "Over the past X years Fairfax has been delivering a masterclass in capital allocation. This transaction is just the latest in a long list of accomplishments for the company. Welcome to 'new Fairfax" love it $FFH.to"
X Link @TidefallCapital 2025-10-15T01:37Z 38.9K followers, XXX engagements

"@TheSusInvestor interesting thanks. Refinitiv must have been a smart bet then because it was paid for in shares I think"
X Link @TidefallCapital 2025-09-22T17:33Z 38.9K followers, XXX engagements

"@ObrenovicZeljko we need names"
X Link @TidefallCapital 2025-10-04T16:48Z 38.9K followers, XXX engagements

"@RaphaelKahan a former $MTCH executive I had a tegus call with estimated it was the same size as $BMBL in US dating MAUs"
X Link @TidefallCapital 2025-09-22T18:32Z 38.9K followers, XXX engagements

"@BillBrewsterTBB They just keep pumping more I do think the US shale moving higher in cost while Canada SAGD declining is interesting though"
X Link @TidefallCapital 2025-10-15T12:17Z 38.9K followers, XXX engagements

"20% drawdown on $CSU.to over AI fears Selling this stock has never worked out. Sellers beware Sad Might have to make an anti AI software basket one day"
X Link @TidefallCapital 2025-09-23T15:51Z 38.9K followers, 5644 engagements

"@realnotbuffett @NHLFlames @Suncor better for buybacks"
X Link @TidefallCapital 2025-10-15T00:53Z 38.9K followers, XX engagements

"@siyul @CRSRBL1 Newness of product hasn't been there honestly. Sales will be down for second half of the year. HeyDude likely to continue to be weak. Terence Reilly/Steven Smith will take some time to filter through. Even still $crox should earn half its market cap in X or maybe X years"
X Link @TidefallCapital 2025-09-21T00:46Z 38.9K followers, 1168 engagements

"$MTCH $BMBL"
X Link @TidefallCapital 2025-09-22T18:29Z 38.9K followers, 6183 engagements

"@129Greenmeadow @pradeeepk Our sedi disclosure system is a joke. use Third party websites for speed"
X Link @TidefallCapital 2025-10-09T12:56Z 38.9K followers, XXX engagements

""With shares trading today at around $1750 this gives it a PE of about 9x 'normalized economic EPS.' That is very cheap for a company of Fairfax's quality earnings and prospects." $FFH.to"
X Link @TidefallCapital 2025-08-07T16:09Z 38.9K followers, 10.4K engagements

"Priced like tobacco used to be but sadly without the next gen product upside $TAP"
X Link @TidefallCapital 2025-09-22T16:53Z 38.9K followers, 4874 engagements

"@SleepwellCap My concern here is Fever tree is attaching themselves to an industry that may be in a secular tobacco like decline"
X Link @TidefallCapital 2025-09-19T13:57Z 38.9K followers, 1162 engagements

"@TSOH_Investing Most interesting bull point was Tesla starting to sell Xpel"
X Link @TidefallCapital 2025-10-13T18:19Z 38.9K followers, XXX engagements

"@DeepSailCapital Always a risk of a $CSCO"
X Link @TidefallCapital 2025-10-07T19:37Z 38.9K followers, 1193 engagements

"Fairfax $10000 $FFH.to 24%"
X Link @TidefallCapital 2025-09-03T14:40Z 38.9K followers, 10.5K engagements

""VMS stickiness is becoming more diluted. It won't remain sticky and you will see the results in two to three years not even five." $ROP $CSU.to"
X Link @TidefallCapital 2025-09-27T21:23Z 38.9K followers, 20.2K engagements

"Continued pain at Hey Dude. This was such a dumb acquisition $CROX. Rees needs to own up to it"
X Link @TidefallCapital 2025-10-14T19:43Z 38.9K followers, 10.6K engagements

"Fairfax is a Matryoshka gift. $FFH.to"
X Link @TidefallCapital 2025-08-11T18:29Z 38.9K followers, 5835 engagements

"You're getting a second chance here. $CROX"
X Link @TidefallCapital 2025-09-16T14:27Z 38.9K followers, 24.8K engagements

"@pradeeepk Small relative to something like $CSU.to recent insider buys though"
X Link @TidefallCapital 2025-10-09T10:13Z 38.9K followers, XXX engagements

"Every oil analyst seems to be incredibly bullish long term but insanely bearish short term. Is this normal"
X Link @TidefallCapital 2025-10-15T11:19Z 38.9K followers, 28.3K engagements

"Fairfax Q2 coming in hot. EPS: $XXXXX (+57%) vs $XXXXX est. 🔥 CR: XXXX 🔥 Excess FV over CV of investments in non-insurance associates and consolidated non-insurance subs increased to $2.4bn from $1.5bn. Price to aBV 1.4x This trades for a lower PE than $UNH $FFH.to $FRFHF"
X Link @TidefallCapital 2025-07-31T21:40Z 38.9K followers, 24.4K engagements

""Fairfax rarely matched the market's CR until 2011; often the CR was much worse sometimes even X percentage points. This changed around 2011. From 2011 to around 2016 Fairfax was significantly better in some cases and has been since 2021 as well." - $FFH.to (CoBaF)"
X Link @TidefallCapital 2025-10-09T17:52Z 38.9K followers, 3816 engagements

""Fairfax are particularly well-positioned for the current environment and market conditions given its combination of relatively low valuation and macro sensitivity and healthy underlying growth profile." - Scotia $FFH.to"
X Link @TidefallCapital 2025-07-23T14:23Z 38.9K followers, 6773 engagements

""There is no better indicator that SPACs are back than Chamath returning to the blank check market which he did last week with the $XXX million IPO of his American Exceptionalism Acquisition Corp (which is ironically domiciled in the Cayman Islands)." - @JulianKlymochko"
X Link @TidefallCapital 2025-09-29T00:56Z 38.9K followers, 4529 engagements

"RBC bumps to $3000 $FFH.to price target. "We continue to believe FFH stock is overly discounted we re-iterate FFH as our Top Value." However this cycle ends with the street putting a premium on the ROE/PB regression chart not a discount especially given how low true PB is"
X Link @TidefallCapital 2025-08-05T11:50Z 38.9K followers, 12.5K engagements

"$FFH.to going to laughably crush it in Q2 earnings. Turns out this was trading at 2x PE a few years back. Still dirt cheap"
X Link @TidefallCapital 2025-07-25T14:03Z 38.9K followers, 14.6K engagements

"They have incredible terms on buying back these minority positions too $FFH.to"
X Link @TidefallCapital 2025-10-13T14:17Z 38.9K followers, 7885 engagements

"Love $CSU.to but that entire Akre write up on it has nothing on valuation"
X Link @TidefallCapital 2025-10-15T11:40Z 38.9K followers, 7941 engagements

"$CROX in the red. That shall not last I have a call with their IR in X minutes if you have any question beyond the usual stuff like selling heydude"
X Link @TidefallCapital 2025-08-18T18:46Z 38.9K followers, 28.6K engagements

""We believe that while $FFH.to historically traded at a discount to peers BRK and MKL it is actually FFH that deserves the premium valuation given the companys outperformance on BVPS growth and average ROE over the past five and XX years." - NBF target raise to $3000 07/28"
X Link @TidefallCapital 2025-07-29T12:46Z 38.9K followers, 11.8K engagements

"Even lower if you back out the fair value for the subs or Ki There's a reason why Prem hasn't removed the swaps and keeps buying back shares. $FFH.to"
X Link @TidefallCapital 2025-07-31T23:24Z 38.9K followers, 9047 engagements

"@henrythatsme $NVR too"
X Link @TidefallCapital 2025-09-25T15:23Z 38.9K followers, XXX engagements

"$CROX @ $XX XXXX% yield. Consensus has it earning half its market cap in the next XX months. I'm closer to XX months. PE is going to steal it. Only people feeling this are me and Norbert Lou"
X Link @TidefallCapital 2025-09-25T14:36Z 38.9K followers, 48.9K engagements

""That pricing power became $FICO 's primary growth engine. The company raised mortgage-score fees from XX cents in 2018 to $XXXX today - a staggering XXX% increase.""
X Link @TidefallCapital 2025-07-16T15:56Z 38.9K followers, 19.5K engagements

"@NickTimiraos Fiat is worthless buy real assets"
X Link @TidefallCapital 2025-10-13T17:10Z 38.9K followers, 1014 engagements

"Constellation Software now running paid content ads on WSJ Have they done this before $CSU.to"
X Link @TidefallCapital 2025-09-27T16:55Z 38.9K followers, 17.1K engagements

"New Sydney Sweeney HeyDude ad. $CROX"
X Link @TidefallCapital 2025-10-01T14:38Z 38.9K followers, 64K engagements

"$RACE & $COST have the same 50x '25 PEs. Elevated but I struggle to see a bear case for either business. Ferrari has near unlimited pricing power and an order book that goes out for years. Costco will keep expanding and could double membership fees (all profit) and retain 95%+"
X Link @TidefallCapital 2024-08-26T20:09Z 38.9K followers, 54.9K engagements

"@BradoCapital I keep my eye on $FDS as the multiples have collapsed. 19x 2025 GAAP here. But I wonder if they have pushed pricing too far and lost share"
X Link @TidefallCapital 2025-10-13T17:32Z 38.9K followers, XXX engagements

"New Sydney Swneeney HeyDude ad. $CROX"
X Link @TidefallCapital 2025-09-26T14:48Z 38.9K followers, 89.1K engagements

"@JamesJstuartb @BillBrewsterTBB $SCR.to has way longer reserves than $CNQ which also has a bunch on conventional oil"
X Link @TidefallCapital 2025-10-15T12:41Z 38.9K followers, XXX engagements

"Remember the WTI $XXX gang"
X Link @TidefallCapital 2025-10-10T15:29Z 38.9K followers, 4894 engagements

"@DanielCDrolet This was from JD Canada"
X Link @TidefallCapital 2025-09-30T20:04Z 38.9K followers, XXX engagements

"Doesn't sound like those total return swaps are being pulled off anytime soon. $FFH.to"
X Link @TidefallCapital 2025-08-01T13:11Z 38.9K followers, 4166 engagements

"$LULU X years since the pandemic From 70x earnings to 17x"
X Link @TidefallCapital 2025-06-10T19:49Z 38.9K followers, 79.2K engagements

"@CDMCapital For sure but ChatGPT will roll out ads in the next X months I imagine to try and stem burn a bit. will hurt google ads a little but it's not going anywhere"
X Link @TidefallCapital 2025-10-15T20:12Z 38.9K followers, XXX engagements

"In 2017 @profgalloway wrote The Four. "An epic race to become the operating system for our lives. The prize A trillion-dollar valuation and power and influence greater than any entity in history." He's now hedging the position by shorting them"
X Link @TidefallCapital 2025-10-13T16:47Z 38.9K followers, 9721 engagements