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@BrownMarubozu Avatar @BrownMarubozu Brown

Brown posts on X about $ffhto, $scrto, $megto, $frfhf the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence finance XXXXX% stocks XXXX% countries XXXX% cryptocurrencies XXXX% exchanges XXXX% technology brands XXXX% social networks XXXX% travel destinations XXXX%

Social topic influence $ffhto 16.18%, $scrto 5.88%, $megto 4.41%, $frfhf 2.94%, meg 2.45%, scr 2.45%, insurance 2.45%, canadian 1.96%, $fihu 1.96%, prem XXXX%

Top accounts mentioned or mentioned by @newcomerinvest @vikingvan100 @janezno63305264 @acipartnerhship @cedarreseach @sultanameerali @cheshir3cap @buffalobillco @thewiseic @lonewolftwit58 @protact_ca @akibaleisman @cfrischer1 @petrolengg @mananainvesting @vanckzhu @denverlabrador @bsilly3 @williamgreen72 @somerealthought

Top assets mentioned Berkshire Hathaway Inc. (BRK.A) Markel, Corp. (MKL) White Mountains Insurance Group Ltd. (WTM) Howard Hughes Holdings Inc. (HHH) Algonquin Power & Utilities Corp (AQN) Bitcoin (BTC) Canadian Natural Resources Limited (CNQ) Cenovus Energy Inc. (CVE) Spotify Technology (SPOT) Ritchie Bros. Auctioneers Incorporated (RBA) Birake (BIR) Suncor Energy, Inc. (SU) Enbridge, Inc (ENB) Brookfield Corporation (BN)

Top Social Posts #

Top posts by engagements in the last XX hours

"$FFH.TO featured in Barrons along with X other wannabes. I think Prem has built a better mouse trap than Warren and were going to find out what that looks like over the next 5-25 years. A perfect @cfrischer1 quote is also featured"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-06-06 07:03:40 UTC 4944 followers, 7963 engagements

"Must listen for anyone that likes cheap stocks with catalysts and for $SCR.TO $MEG.TO holders. The part that was new to me is what SCR might do if they dont win MEG which is pay a $XX special dividend. Buying it at $XX the stub would trade at $XX with a XX% FCF yield"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-07-10 14:23:54 UTC 4943 followers, 8687 engagements

"RJ reiterates Outperform rating on $FFH.TO and increases its price target to C$2900 reflecting 1.5x 2026E BV. They focused on the equity portfolio gains in Q225 and boosted their 2025E IFRS EPS estimate to $XXX from $XXX and 2026E to $XXX from $203"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-07-07 11:42:54 UTC 4945 followers, 3068 engagements

"@Cheshir3Cap I see it as a global gambling game accessible 24-7 anywhere in the world with a XXX% payout ratio. If casinos are popular why wouldnt crypto be Owning crypto is betting on its popularity long term trading it is betting on its popularity short term. Both are XXX% Social Value"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-07-18 23:51:13 UTC 4942 followers, 2544 engagements

"@k_nole11 $SCR.TO could buy $GFR after they close on $MEG.TO and get the NYSE listing that way. I think they should do it now to sweeten the pot for MEG shareholders as they get a US listing a higher NAVPS a scalable low SOR project and lots of synergies"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-07-11 23:02:31 UTC 4942 followers, XXX engagements

"Next catalysts for $FFH.TO : - Q2 earnings expected July XX - potential add to RBCs focus list on August X which is much more speculative"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-06-25 17:55:06 UTC 4945 followers, 3289 engagements

"@BridgingtonHol Yeah my question at the investor day was about how they attract high quality shareholders and the truth is they already have them via WEF. If value-oriented LPs like $FFH.TO plan to hold on to the shares then adding $MEG.TO liquidity is like rocket fuel for multiple expansion"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-05-21 04:31:11 UTC 4944 followers, XXX engagements

"Here Come the Berkshire Hathaway Wannabes - Barrons $FFH.TO $FRFHF $MKL $L $WTM $HHH $TPOS $GLRE"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-06-06 06:51:40 UTC 4944 followers, 7629 engagements

"$FFH.TO didnt get added to the XX. With recent strength in $AQN I think expectations were low so there is unlikely much to be unwound. $RBA was added to the Composite which now makes it eligible for the XX. As a big industrial its competition for the next XX opening"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-06-06 21:52:59 UTC 4944 followers, 2616 engagements

"30 minute interview w/ the CEO of $FIH.U s flagship asset BIAL which is marked well below its fair value. Its hard not to be a fan of Hari and the airport. $FFH.TO"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-07-17 02:26:05 UTC 4945 followers, 5939 engagements

"$FFH.TO has outperformed $BRK slightly more than the S&P XXX $VFV since the AGM but a lot more YTD. Turns out the switch out of BRK into $FRFHF post BRK AGM was a good call. No reason to take this off until BRK starts buying back stock at least"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-06-28 01:25:58 UTC 4945 followers, 4155 engagements

"Pretty good tailwind for $EUROB it seems. Still 7x EPS annual dividend and an active share buyback program. $FFH.TO wont get credit for the increase in the share price except for its proportionate sales of its holdings into the buyback but the FV over CV keeps marching higher"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-06-30 18:07:43 UTC 4944 followers, 3048 engagements

"Small but seemingly very profitable realization for $FFH.TO in Greece. Based on 2014 AR disclosure the purchase was done at 21m and my guess is more than the total cost base taken out since. Its not clear if the 120-130m sales price includes debt"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-07-17 14:26:46 UTC 4945 followers, 1943 engagements

"@Cheshir3Cap Im an investor. I need to buy things at a discount to Intrinsic Value to be comfortable & Bitcoin doesnt have any. Its XXX% Social Value. I respect traders but dont have the make up for it. I do care about flows though b/c stock prices are also supply and demand"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-07-18 23:37:43 UTC 4942 followers, XXX engagements

"@WoodedBeardsman @maxpolinsky1 @BeegJj Its a merger. $MEG.TO shareholders will own the combined company. Individual shareholders can choose to sell MEG now to buy $SCR.TO to end up with more of the pro forma company. The last thing shareholders should want in this deal is cash as its effectively a buyback"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-07-22 21:28:25 UTC 4945 followers, XX engagements

"@LeveragedLayman Referring to the Equity Focus List. Trying to understand how much demand it could generate if they decide to add $FFH.TO. I think the advisors own the shares directly for their clients"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-07-08 18:52:44 UTC 4944 followers, XXX engagements

"$SCR.TO is the 5th biggest oil producer in Canada has no debt and a XX year RLI. Its not listed as an option but its my answer over the next X years. It has more promise for multiple expansion vs the below list as its not in any benchmarks yet and has top tier returns"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-07-11 10:13:52 UTC 4942 followers, 9959 engagements

"@VanIsleInvestor Do you think this was misdirection What terms would you accept from $CVE for your $MEG.TO shares How does that compare to $SCR.TO"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-07-14 02:25:54 UTC 4944 followers, 1132 engagements

"@TheWiseIC @RealLukaDorkic The time between June 30-Oct. XX is usually the weakest period from a relative performance perspective because of hurricane season. $FFH.TO has only outperformed $XFN.TO 2/10 times in the past decade during this period. 2017 2023 were exceptions. I think 2025 will be too"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-07-22 16:46:36 UTC 4945 followers, XX engagements

"$FIH.U a top pick on @marketcall from Fairfax India tripmate Colin Stewart Colin Stewart's Top Picks: MATTR Corp Fairfax India & Black Diamond"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-07-11 19:30:34 UTC 4944 followers, 1136 engagements

"@fhoro Neutral on $IFC.TO and a Buy on $FFH.TO seems like a big deal. Canadian institutions are mostly overweight IFC at FFHs expense"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-06-18 03:22:15 UTC 4942 followers, XXX engagements

"@theotheraharon @vanckzhu Biggest issue is figuring out how $GFR raises capital. Investors are scared of a rights issue but just as easily it could be acquired by WEF or $SCR.TO. SCR makes the most sense especially if they are successful merging with $MEG.TO in September. Accretive and NYSE listing"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-07-17 16:49:46 UTC 4942 followers, XXX engagements

"I guess we are calling quant models AI now. Its probably good for marketing Its a very good interview though and gives some insight how big companies like $FFH.TO and $SCR.TO can trade cheap b/c they dont pass the right screens for large active investors including quants"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-06-27 15:16:36 UTC 4944 followers, 2057 engagements

"The $FFH.TO $XFN.TO trade comes to a close with XXXX% outperformance since Feb XX. There is still a chance FFH gets announced as an add to the S&P/TSX XX after the close on Friday but $AQN is still 19bps so perhaps not low enough to make a change"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-06-02 03:21:08 UTC 4944 followers, 2070 engagements

"@leevalueroach Sounds like $FFH.TO. Might take XX years though. Sooner if multiple expansion"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-07-14 13:49:22 UTC 4945 followers, XXX engagements

"Probably worth looking at $FRFHF too if historical track record is a part of the thesis. $FFH.TO"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-06-29 23:54:21 UTC 4945 followers, 4253 engagements

"If you are wondering why $FFH.TO is so weak today its because there seems to be a rotation out of insurance into more economically sensitive financials as the sector overall is up on the day"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-07-02 17:55:25 UTC 4945 followers, 4723 engagements

"IIFL Finance is up more than 5x for $FIH.U on a spin-off adjusted cost basis and represents more than a third of the current market cap given the $FFXDF yawning discount (40%) to BV. $IIFL still trades 12x 2024E EPS with growth expected to continue in double digits"
@BrownMarubozu Avatar @BrownMarubozu on X 2023-11-25 14:54:01 UTC 4945 followers, 16.4K engagements

"@ValueLine initiated coverage on $FFH.TO last week which might be helping a few $BRK shareholders switch into it. It screens cheap despite the valuation metrics not adjusting for USDCAD i.e. actual P/E and P/B are about XX% of whats published"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-05-27 17:43:16 UTC 4944 followers, 3641 engagements

"$ELF.TO has been catching up to $FFH.TO lately on the 30-yr returns. Maybe the 100-1 for one split attracted some attention but not from any financial media as far as I know. My plan is to hold on. I like the contrast in the two styles but own 7x more FFH vs ELF"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-05-21 03:13:56 UTC 4943 followers, 3002 engagements

"The beauty is that $SCR.TO did it buy buying Montney with stock at $40/sh and selling it for cash at $60/sh yet the stock trades at $XX. SCR was trading at 0.58x NAV before they sold Montney above NAV and its 0.5x now despite being a pure play w/ no debt"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-07-09 13:43:19 UTC 4945 followers, 2781 engagements

"@denverlabrador And growing intrinsic value. Plus passive buying accelerates if $SCR.TO goes into the S&P/TSX Composite in September. It would create 1.6-2m shares of buying. Stock has to be $XX and trade a bit more but that seems like a likely outcome if an institution executed the strategy"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-07-19 00:33:45 UTC 4942 followers, XXX engagements

"@bsilly3 @JimONei57584121 @BubleQe $FFH.TO owns a much higher percentage of WEF III than $SCR.TO so presumably they wont want to be taken advantage of to benefit SCR. $GFR.TO also has some strong minority holders that can act as opposition. The alternative might be a rights issue though so Im prepared for that"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-06-20 17:39:51 UTC 4942 followers, XXX engagements

"Crypto is the casino Bitcoin is a game in the casino. Owning Bitcoin is owning the game and trading Bitcoin is playing the game. Why shouldnt it get more popular Almost no one has had a bad experience. Its not for me though"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-07-19 00:01:30 UTC 4942 followers, 2499 engagements

"My TFSA went over $1m recently so I put my hand up for the Globes TFSA Trouncer series. Currently the portfolio is mostly $FFH.TO $MKO.V and $FISH.V Finance professional grows his TFSA to a million dollars with a handful of stocks /via @globeandmail"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-05-29 14:17:34 UTC 4944 followers, 14.6K engagements

"@ryanLalani09 and I wrote about our variant perceptions for underwriting and investment returns at $FFH.TO over the foreseeable future in Berczy Park Capitals first ever substack. Please share read subscribe and comment"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-02-08 01:35:43 UTC 4945 followers, 22.3K engagements

"More opportunistic to switch into $SCR.TO instead. If enough $MEG.TO shareholders do it it increases the probability that the deal closes and they end up owning significantly more shares in the pro forma company. I doubt there are more than 10m shares of SCR available"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-07-19 00:12:00 UTC 4944 followers, 2517 engagements

"After the close RBC relaunches coverage on $FFH.TO with an outperform w/ a US$2050 PT reflecting 1.6x FBV. $IFC.TO reinitiated at Sector Perform w/ a $XXX PT reflecting 3.1x FBV. If RBC adjusts its Focus List for these changes it could result in decent inflows to Fairfax"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-06-17 21:16:17 UTC 4942 followers, 3124 engagements

"@NewcomerInvest More fun facts: X. $FFH.TO is paying management and performance fees to own $SCR.TO while public investors can sidecar for free. X. WEF III which is funding the subscription receipts for the $MEG.TO combination is XX% funded by FFH and WEF III also owns XX% of $GFR.TO"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-05-31 17:03:10 UTC 4942 followers, 1387 engagements

"$FFH.TO will be getting some extra dividends every week while keeping all of the earnings from $EUROB. FFH owns almost 1.2b shares of EUROB carried well below fair value"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-05-28 12:46:42 UTC 4944 followers, 4680 engagements

"Too soon to think about thinking about selling $FFH.TO. My plan is to wait until I can forecast FTM ROE 10%. Thats really hard see over the next X years given the set up. In fact I still think its easy to buy with a reasonable time frame as the right tails are fat"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-06-24 03:57:03 UTC 4945 followers, 6553 engagements

"@jtourzan Good point. Investors are looking for signal now more than ever. Macro investors use correlations and analogs to determine asset allocation. BRICS central banks are buying gold and the US is directing capital to crypto. Either can be sold to make investments that earn cash flow"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-07-18 23:46:15 UTC 4942 followers, XX engagements

"Enjoying this episode of the podcast but this is a bad answer to a good question from @baystreetamber about $CNQ.TO. I dont think there are questions about the growth plans at $CNQ or if anyone who thinks management has lost its touch"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-07-10 02:33:03 UTC 4945 followers, 2867 engagements

"Andrew Bary with a nice $FFH.TO $FRFHF plug. Can skip to 2:15 if in a hurry"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-06-30 00:10:33 UTC 4945 followers, 2678 engagements

"@TheWiseIC @NewcomerInvest I own $ELF.TO since 2015 and $FFH.TO since 2021. $ELF.TO I would characterize more as an alternative to equity ETFs at a discount as the insurance company isnt that big a part of NEV"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-06-24 21:23:16 UTC 4944 followers, XXX engagements

"A few cross currents going into the weekend. Small possibility that $FFH.TO is added to the XX which would be announced tonight but if not could be some selling Monday. Meanwhile the paper copy of Barrons will be on doorsteps tomorrow morning which could lead to buying"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-06-06 18:45:49 UTC 4944 followers, 4860 engagements

"$FFH.TO $FIH.U Those of us who went on the Fairfax India trip had a chance to listen to @amitabhk87 speak in New Delhi in January. I found him to be incredibly impressive. One thing is clear Fairfax has a network of high quality people in India that is incredibly valuable"
@BrownMarubozu Avatar @BrownMarubozu on X 2025-06-26 17:56:05 UTC 4945 followers, 2824 engagements