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@TidefallCapital
"Fairfax in Barrons with a quote from @cfrischer1 $FFH.to $FRFHF" @TidefallCapital on X 2025-06-06 08:57:38 UTC 38.1K followers, 10.4K engagements
"@nataninvesting I think your insights into the business of what $PDD is trying to build will be more important than squiggly lines" @TidefallCapital on X 2025-07-23 16:12:20 UTC 38.1K followers, XXX 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" @TidefallCapital on X 2025-07-23 14:23:04 UTC 38.1K followers, 6402 engagements
"CIBC increases target price to $2700 $FFH.to" @TidefallCapital on X 2025-05-22 18:43:46 UTC 38.1K followers, 5595 engagements
""Fairfax is trading at 1.2x adjusted 2026E book value XX% off its peer group despite a superior (and more reliable) ROE outlook. Unsurprisingly $FFH.to remains our top insurance pick and among our top picks overall." - NBF" @TidefallCapital on X 2025-07-07 17:27:28 UTC 38.1K followers, 8039 engagements
"Fairfax Financial Q1 2025 Estimate: $XXXXX Actual: $XXXXX $FFH.to" @TidefallCapital on X 2025-05-02 00:15:36 UTC 38.1K followers, 19.3K engagements
"Never one cockroach in the kitchen. "UnitedHealth Group revealed it is facing a Justice Department criminal and civil investigation over its Medicare billing practices." $UNH" @TidefallCapital on X 2025-07-24 13:45:31 UTC 38.1K followers, 6354 engagements
"@searching4value Raymond James updated their estimates" @TidefallCapital on X 2025-07-25 14:25:35 UTC 38.1K followers, XXX engagements
"RBC picking up on Fairfax's AI play Ki earlier than I would have guessed. Smart. $FRFHF $FFH.to" @TidefallCapital on X 2025-06-18 13:43:05 UTC 38.1K followers, 15.8K engagements
"This Outsiders-like move is looking smarter every year. Billions have been made. $FFH.to" @TidefallCapital on X 2025-06-16 19:28:17 UTC 38.1K followers, 26.2K engagements
"$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" @TidefallCapital on X 2025-07-25 14:03:32 UTC 38.1K followers, 13.1K engagements
"@ohcapideas @VikingVan100 $FFH.to ends up at p/b pemium to the industry" @TidefallCapital on X 2025-07-05 20:56:21 UTC 38.1K followers, XXX engagements
"Added a second column to the $FFH.to agm slide" @TidefallCapital on X 2025-04-22 13:14:03 UTC 38.1K followers, 17.6K engagements
"$50 until my 'we did it Joe' meme $FFH.to" @TidefallCapital on X 2025-06-23 17:25:22 UTC 38.1K followers, 11.1K engagements
""Fairfax Financial: A Reformed Insurance & Investment Machine. Stage Set For More Consistent Book Value Growth." - Raymond James (initiating coverage) $FFH.to" @TidefallCapital on X 2025-04-11 07:50:11 UTC 38.1K followers, 4728 engagements
"Cymbria's investor day replay is online (you just have to register) $FFH.to rundown at 1:31:55 (they still like it and it's their biggest position)" @TidefallCapital on X 2025-05-21 03:27:14 UTC 38.1K followers, 4128 engagements
"Fairfax ends up at the highest p/b this cycle. $FFH.to $MKL $BRK.B" @TidefallCapital on X 2025-06-05 15:07:34 UTC 38.1K followers, 8596 engagements
"Fox News guest picking up on $FFH.to opportunity. Bizarro world for me" @TidefallCapital on X 2025-07-07 17:21:31 UTC 38.1K followers, 3855 engagements
"$UNH had XX consecutive quarters of beating estimates 🚩 but were struggling in Q4. What to do Near Enron level shenanigans Sell $3bn of assets realize one time gains and book it as a reduction in opex. And they might have to buy the unit back Deloitte signed off on this😃" @TidefallCapital on X 2025-07-21 18:53:45 UTC 38.1K followers, 73.7K engagements
"@leevalueroach Agreed but $FFH.to is an exception and even $CSU.to" @TidefallCapital on X 2025-06-07 09:24:30 UTC 38.1K followers, 1509 engagements
"Prem getting fake insta ads. We are so back $FFH.to" @TidefallCapital on X 2025-07-17 15:46:28 UTC 38.1K followers, 4552 engagements
"$BRK XX% vs $FFH.to XXX% float to market cap" @TidefallCapital on X 2025-05-05 02:19:05 UTC 38.1K followers, 24.8K engagements
"Got this one framed for a reason. $ffh.to" @TidefallCapital on X 2025-06-24 13:56:32 UTC 38.1K followers, 6296 engagements
"One day they will put $FFH.to a premium to its peers. Thankfully today is not that day" @TidefallCapital on X 2025-06-18 13:44:37 UTC 38.1K followers, 3089 engagements
"@joelmcohen Not so much in terms of admin. I think most people can do SMA accounts from IB on their own. Some client relations would be helpful in terms of attracting AUM. Public portfolio management experience is what I was lacking initially (managing a PA managing for third parties)" @TidefallCapital on X 2025-07-25 13:42:40 UTC 38.1K followers, XXX engagements