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@VikingVan100 Viking Vancouver

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

Engagements: XXX #

X Week XXXXXX -XX%
X Month XXXXXX -XX%
X Months XXXXXXX +28%
X Year XXXXXXX +78%

Mentions: XX #

X Week XX -XX%
X Month XXX +2.70%
X Months XXX +96%
X Year XXX +63%

Followers: XXXXX #

X Week XXXXX +0.33%
X Month XXXXX +1.70%
X Months XXXXX +15%
X Year XXXXX +42%

CreatorRank: XXXXXXXXX #

Social Influence

Social category influence travel destinations XXXXX% finance XX% stocks XXXX% countries XXXX% cryptocurrencies XXXX% currencies XXXX%

Social topic influence $ffhto #3, $eurobat #2, investment 10.29%, $frfhf #1, $orla #7, $olato #1, $fihuto #1, strong 4.41%, accounting #713, insurance #1463

Top accounts mentioned or mentioned by @brownmarubozu @nigelwoodman @mrdavidthomas @galtdaddy @villeeu @ohcapideas @billbrewstertbb @oldretiredhappy @sowingalphaseed @unrivaledinvest @petrolengg @ville_eu

Top assets mentioned Orla Mining Ltd. (ORLA) Cheeseball (CB) W R Berkley Corp (WRB) Markel, Corp. (MKL) Cleveland-Cliffs, Inc. (CLF) Viking Holdings Ltd (VIK) Algonquin Power & Utilities Corp (AQN)

Top Social Posts

Top posts by engagements in the last XX hours

"Fairfaxs 4th largest publicly traded equity holding is Fairfax India. YTD-2025 the position is up $218m or XX% or $XX per FFH share. Owns XX% of 3rd largest airport in India (BIAL). India is expected to be the top performing major economy over next decade. $FFH.TO $FIH-U.TO"
X Link 2025-07-23T17:21Z 3056 followers, 2916 engagements

"Fairfax has X income streams that feed into reported earnings. The total has increased from $96/sh (avg from 2016-2021) to $387/sh (2025E) a 4-year CAGR = 42%. Growth has been driven by operating earnings (from $49/sh to $262/sh 4-yr CAGR = 52%). Amazing transformation. $FFH.TO"
X Link 2025-11-18T19:52Z 3056 followers, 3209 engagements

"Time to get reacquainted with Fairfax India. Why The shares are trading at $16.00/share. BVPS is $XXXXX. And its largest holding at +50% BIAL (a jewel) looks materially undervalued. Click the link for more details. $FIH-U.TO"
X Link 2025-11-24T23:51Z 3056 followers, 5466 engagements

"The Greek Freak (Eurobank) is making a strong push to be MVP of Fairfax's equity holdings in 2025. 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 3056 followers, 3428 engagements

"As a follow up to my previous post below is the math on the 900m increase in the MV of Fairfax's position in Eurobank in Q2. And XX days into July the position is up another $300m. All Greek banks are getting re-rated higher. Weak US$ is another tailwind. $FFH.TO $EUROB.AT"
X Link 2025-07-10T21:38Z 3056 followers, 2899 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 2025-07-24T21:10Z 3056 followers, 23.1K 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"
X Link 2025-07-25T17:51Z 3054 followers, 17.7K 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 2025-08-11T16:47Z 3056 followers, 8872 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 2025-08-25T16:48Z 3056 followers, 2685 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 2025-09-23T16:32Z 3056 followers, 7404 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 2025-10-08T17:36Z 3056 followers, 3105 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 2025-10-11T02:50Z 3056 followers, 2657 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 2025-10-14T18:16Z 3056 followers, 4956 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 2025-10-14T22:15Z 3056 followers, 9664 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 3056 followers, 2758 engagements

"Given the take private news today regarding Kennedy Wilson here is a bring forward outlining one part of Fairfax and KWs close partnership $KW $FFH.TO"
X Link 2025-11-05T04:58Z 3056 followers, 3881 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"
X Link 2025-11-05T20:27Z 3056 followers, 7212 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 3056 followers, 3835 engagements

"Fairfax has X 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"
X Link 2025-11-09T20:13Z 3056 followers, 3282 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"
X Link 2025-11-11T19:41Z 3056 followers, 6509 engagements

"In Q3 Fairfax's fundamentals continued to improve. My earnings estimates for 2025 ($195) and 2026 ($190) have increased. PE = 8x. P/BV = XXX with high teens ROE. Lots more value creation happening not captured in accounting results. High quality company on sale. $FFH.TO $FRFHF"
X Link 2025-11-12T20:06Z 3056 followers, 6559 engagements

"Fairfax's equity portfolio has been performing very well in 2025. It is not just the big boys like Eurobank and Orla Mining. Many smaller holdings have also been performing well - like Altius Minerals. YTD2025 its MV is up US$81m or XX% (from $127m to $208m). $ALS.TO $FFH.TO"
X Link 2025-11-13T23:48Z 3056 followers, 2733 engagements

"Just got my copy from Indigo as well. Half way through lots of good learnings so far. An example: building out a third earnings engine has been a conscious decision - with one of the goals being improved earnings stability. Gotta go :-) $FFH.TO $FRFHF"
X Link 2025-11-14T20:36Z 3056 followers, 3600 engagements

"We review Fairfaxs X income streams in more detail. They have been changing dramatically in recent years (in size and composition). What impact are buybacks having What does it all mean for the company and investors Click the link for details. $FFH.TO"
X Link 2025-11-18T20:56Z 3056 followers, 2829 engagements

"Fairfax was founded in 1985. A $1000 investment with Prem and team back then would now be worth more than $X million. Yes an amazing return = CAGR of XX% over XX yrs. How did they it do it In his book called The Fairfax Way author David Thomas provides many answers. $FFH.TO"
X Link 2025-11-20T00:01Z 3056 followers, 4848 engagements

"Fairfax is quietly having one of the greatest years in the company's history. Both P/C insurance and investments are performing exceptionally well. Bonds are performing well (6%). Equities are smoking (20.1%). The quality of the equity portfolio has never been better. $FFH.TO"
X Link 2025-11-23T19:56Z 3056 followers, 4287 engagements

"How has Fairfaxs investment portfolio been performing From 2021 to 2024 it delivered an average annual return of about 8.2%. In 2025 it is tracking to deliver a return of 10.5%. Welcome to new Fairfax. Click the link below for details. $FFH.TO $FRFHF"
X Link 2025-11-23T20:11Z 3056 followers, 2412 engagements

"How is Fairfaxs equity portfolio performing QTD (to Nov 26) It is up about $413m or $18/FFH share. A solid result. Currency is a mild headwind (strong US$). Big gainers Orla Mining (gold) and Eurobank. 2025 is shaping up to be an exceptional year for $FFH.TO equity portfolio"
X Link 2025-11-26T22:21Z 3056 followers, 2417 engagements

"Fairfax is quietly having its best year ever. Economic earnings are tracking to come in at about $233/sh in 2025. ROE = 20%. P/BV = XXX. PE = XXX. Company continues to fly under the radar of investors. Click the link for details of earnings est. $FFH.TO"
X Link 2025-11-28T17:48Z 3056 followers, 4185 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 2025-11-28T17:48Z 3056 followers, XXX engagements

"@Galtdaddy Well done As a long-term Fairfax follower what has surprised me the most is how long term earnings power of $FFH.TO keeps ramping higher - the story keeps getting better. Investors have been slow to recognize the improving fundamentals - leading them to undervalue the company"
X Link 2025-11-28T20:37Z 3056 followers, XXX engagements

"@nigelwoodman Gday I really enjoyed your thread - very interesting insights on some of Fairfaxs investments (that I do not follow all that closely). Please keep the ideas/thoughts coming. $FFH.TO"
X Link 2025-11-30T16:58Z 3056 followers, 3138 engagements

"@nigelwoodman Great summary. There is so much hidden value residing on Fairfaxs balance sheet - economic value that has already been created but not yet reflected in accounting results. And given the quality of the holdings the amount of hidden value is growing. $FFH.TO"
X Link 2025-11-30T17:07Z 3056 followers, 2454 engagements

"@NigelWoodman nice summary. When it comes to hidden value in the past @BrownMarubozu has talked about the insurance business and how conservative Fairfax is with reserving. As you point out reserve releases will be another (possibly large) tailwind to earnings. $FFH.TO"
X Link 2025-12-03T07:41Z 3056 followers, 2396 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 3056 followers, 3471 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 2025 is shaping up to be another exceptional year for shareholders. $FFH.TO"
X Link 2025-12-05T22:49Z 3056 followers, 3634 engagements

"@BrownMarubozu Since your last article on $FFH.TO was published in the G&M (May X 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"
X Link 2025-12-09T06:38Z 3056 followers, 4516 engagements