[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @BrownMarubozu Brown Brown posts on X about $ffhto, $brk, investment, $scrto the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::30570076/interactions)  - X Week XXXXXX +40% - X Month XXXXXXX +11% - X Months XXXXXXX -XXXX% - X Year XXXXXXXXX +90% ### Mentions: XX [#](/creator/twitter::30570076/posts_active)  - X Week XX +6% - X Month XXX -XXXX% - X Months XXX +61% - X Year XXXXX +66% ### Followers: XXXXX [#](/creator/twitter::30570076/followers)  - X Week XXXXX +0.49% - X Month XXXXX +0.95% - X Months XXXXX +10% - X Year XXXXX +24% ### CreatorRank: XXXXXXX [#](/creator/twitter::30570076/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXX% [travel destinations](/list/travel-destinations) XXXX% [currencies](/list/currencies) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [$ffhto](/topic/$ffhto) #1, [$brk](/topic/$brk) 6.82%, [investment](/topic/investment) #4130, [$scrto](/topic/$scrto) #1, [insurance](/topic/insurance) #698, [$frfhf](/topic/$frfhf) 3.41%, [$xfnto](/topic/$xfnto) #1, [$megto](/topic/$megto) 3.41%, [$cveto](/topic/$cveto) 3.41%, [$aqn](/topic/$aqn) #1 **Top accounts mentioned or mentioned by** [@nigelwoodman](/creator/undefined) [@vikingvan100](/creator/undefined) [@mrdavidthomas](/creator/undefined) [@billbrewstertbb](/creator/undefined) [@leeleeks](/creator/undefined) [@inthemoneypod](/creator/undefined) [@tidefallcapital](/creator/undefined) [@barryschwartzbw](/creator/undefined) [@dublinpubfan](/creator/undefined) [@vanckzhu](/creator/undefined) [@tsxman](/creator/undefined) [@rockcreekfreak](/creator/undefined) [@baystreetamber](/creator/undefined) [@newcomerinvest](/creator/undefined) [@vanisleinvestor](/creator/undefined) [@majgeoinvesting](/creator/undefined) [@elou795](/creator/undefined) [@themarkethuddle](/creator/undefined) [@stephen85217230](/creator/undefined) [@matthewhcullen](/creator/undefined) **Top assets mentioned** [Algonquin Power & Utilities Corp (AQN)](/topic/$aqn) [Markel, Corp. (MKL)](/topic/$mkl) [QuidelOrtho Corporation Common Stock (QDEL)](/topic/$qdel) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [White Mountains Insurance Group Ltd. (WTM)](/topic/$wtm) [Howard Hughes Holdings Inc. (HHH)](/topic/$hhh) [Teck Resources Limited (TECK)](/topic/$teck) [Ritchie Bros. Auctioneers Incorporated (RBA)](/topic/$rba) [Cenovus Energy Inc. (CVE)](/topic/$cve) [Viking Holdings Ltd (VIK)](/topic/$vik) [Oxygen (OXY)](/topic/$oxy) [Brookfield Corporation (BN)](/topic/$bn) ### Top Social Posts Top posts by engagements in the last XX hours "$MBX.TO is renewing its NCIB. The companys QAPs biz had a setback after $QDEL decided to shelve a new product but the company has continued to buy back shares. I like the set up with a few ways to win between the operating biz and their Kinlytic royalty" [X Link](https://x.com/BrownMarubozu/status/1996615283516301734) 2025-12-04T16:19Z 5299 followers, XXX engagements "@dublinpubfan I dont think that was the case here. P&C has been selling off vs banks since the end of June. Bank earnings this week reaccelerated the trend. Today the job numbers also got investors excited about banks and CAD exposure of which $FFH.TO has relatively little" [X Link](https://x.com/BrownMarubozu/status/1997126803484193029) 2025-12-06T02:11Z 5299 followers, XXX engagements "It wouldnt surprise me if the anonymous donor is $FFH.TO or Prem himself. Fairfax was an investor in Ryans gin brand and he recently became a member of the Horatio Alger Society of which Prem is the Chair. Prem has also been on the board of Sick Kids since 1998" [X Link](https://x.com/BrownMarubozu/status/1996945999063843301) 2025-12-05T14:13Z 5299 followers, 2736 engagements "I know its an unpopular opinion but I think $FFH.TO has a better culture and better mousetrap than $BRK" [X Link](https://x.com/BrownMarubozu/status/1998089694584676381) 2025-12-08T17:58Z 5299 followers, 10.6K engagements "Here Come the Berkshire Hathaway Wannabes - Barrons $FFH.TO $FRFHF $MKL $L $WTM $HHH $TPOS $GLRE" [X Link](https://x.com/BrownMarubozu/status/1930880249065050388) 2025-06-06T06:51Z 5286 followers, 7745 engagements "On the pod we discussed how $FFH.TO might break its normal seasonality with potential for RBC Focus List and/or XX add but neither happened. FFH has underperformed $XFN.TO by a little over XX% since the end of June which is not unusual during hurricane season but above average" [X Link](https://x.com/BrownMarubozu/status/1964326475873607950) 2025-09-06T13:55Z 5293 followers, 16.5K engagements "Nice catch by @VanIsleInvestor . $AQN might be preparing for removal from the XX by switching domiciles which would open up another spot in addition to $TECK. $CAR.UN has also dropped below 20bp potentially opening up another spot. $FFH.TO $CLS.TO and $RBA on deck" [X Link](https://x.com/BrownMarubozu/status/1971567809038831962) 2025-09-26T13:29Z 5295 followers, 2425 engagements "$SCR.TO squeezes another bump out of $CVE.TO to get friendly on the $MEG.TO transaction while also extracting another asset from them on favourable terms" [X Link](https://x.com/BrownMarubozu/status/1982754393800978632) 2025-10-27T10:20Z 5300 followers, 6047 engagements "A new post on $FFH.TO going from seasonal weakness to seasonal strength providing an opportunity to add ahead of Q3 results expected Nov X after the market close. Feedback encouraged and appreciated" [X Link](https://x.com/BrownMarubozu/status/1985373160963969535) 2025-11-03T15:47Z 5293 followers, 16K engagements "Im sure that also includes the oil experts who thought the deal would get done on the original terms proposed by $CVE" [X Link](https://x.com/BrownMarubozu/status/1986489029685084591) 2025-11-06T17:41Z 5284 followers, 1662 engagements "I talk to a lot of institutional investors about $FFH.TO. There is still an impression among Bay Street veterans that Fairfax is a poor underwriter which makes it uninvestable. The facts highlighted by @MrDavidThomas show that a lot has changed in the past XX years" [X Link](https://x.com/BrownMarubozu/status/1987692255277355460) 2025-11-10T01:22Z 5295 followers, 4288 engagements "Does anyone know if BMO put out another note this morning $FFH.TO" [X Link](https://x.com/BrownMarubozu/status/1987928326091297258) 2025-11-10T17:00Z 5295 followers, 4706 engagements "$FFH.TO had unusually big volume yesterday including a big cross of 109k shares at its buyback broker Scotia. Maybe the seller(s) are done maybe not. Either way if we stay around here I expect buybacks to continue. Meanwhile #TheFairfaxWay will likely attract new interest" [X Link](https://x.com/BrownMarubozu/status/1988620148551426550) 2025-11-12T14:49Z 5295 followers, 5850 engagements "Assuming the $FFH.TO search worked correctly only one mention but its on their Singleton like approach of managing capital markets well when it comes to their own stock" [X Link](https://x.com/BrownMarubozu/status/1988804618940477890) 2025-11-13T03:02Z 5295 followers, 3180 engagements "The Indian media loves the scoop about Ben becoming the next Chairman of $FFH.TO. Of course if they read the Annual Letter to Shareholders they would have found out X months ago" [X Link](https://x.com/BrownMarubozu/status/1989163298441580701) 2025-11-14T02:47Z 5295 followers, 3231 engagements "@BisonInsights spotlighting $FFH.TO recognizing the strong outperformance over $VOO for the last XX years and its penchant for contrarian investments. Recently thats been energy. FFH owns $OXY $SCR.TO $GFR.TO $EXCE and probably others" [X Link](https://x.com/BrownMarubozu/status/1989328110915850682) 2025-11-14T13:42Z 5285 followers, 2230 engagements "$FRFHF vs $BRK vs $VOO" [X Link](https://x.com/BrownMarubozu/status/1989330781827735815) 2025-11-14T13:53Z 5285 followers, XXX engagements "Its a great week. Lots of smart and kind investors to share ideas with starting the Monday night all the way through Thursday. Hopefully @MrDavidThomas will be there too to sign books I just got mine $FFH.TO" [X Link](https://x.com/BrownMarubozu/status/1989408774390751309) 2025-11-14T19:03Z 5295 followers, 3060 engagements "@MrDavidThomas discusses his new book on $FFH.TO 'He's not trying to be anybody other than himself': Author on Prem Watsa's Warren Buffett comparison" [X Link](https://x.com/BrownMarubozu/status/1990891378851676644) 2025-11-18T21:14Z 5293 followers, 1644 engagements "If one is even remotely interested in this strategy they should strongly consider $FFH.TO. Not as much leverage but instead of paying for it shareholders get paid to carry it. Makes a big difference in returns" [X Link](https://x.com/BrownMarubozu/status/1991685472146583843) 2025-11-21T01:49Z 5295 followers, 3046 engagements "$FFH.TO back in the top spot and $AQN is the smallest weighting near an index review since it first dropped below 20bp X quarters ago. While it still seems unlikely the odds have gone up that the committee announces a change in two weeks" [X Link](https://x.com/BrownMarubozu/status/1991897711629701242) 2025-11-21T15:53Z 5295 followers, 4466 engagements "Im curious where a market maker would put the odds of $FFH.TO one touching a XXX% total return within the next X years in USD How would they compare to the odds for $VOO to do the same Inspired by Jim Leitners one touch trades as described on @TheMarketHuddle" [X Link](https://x.com/BrownMarubozu/status/1992678905329909959) 2025-11-23T19:37Z 5295 followers, 2055 engagements "I agree with John on paying employees cash and have them decide when to buy stock. $SCR.TO and $CSU.TO do it this way. $FFH.TO has a unique way of doing SBC. They have options and RSUs but they buy shares as SBC is issued and hold them in treasury until they vest" [X Link](https://x.com/BrownMarubozu/status/1993664154755031153) 2025-11-26T12:52Z 5290 followers, 5307 engagements "Toronto investors are much more familiar with Ki the Bay St sushi spot than Ki $FFH.TO s unicorn AI fintech insurance startup that will likely trade 20x+ their initial $100m investment when it eventually IPOs on the LSE" [X Link](https://x.com/BrownMarubozu/status/1994028846971068459) 2025-11-27T13:01Z 5295 followers, 7091 engagements "It turns out two years ago analysts were too pessimistic about $FFH.TO EPS. I think they have a XX% chance of beating the consensus with the high end of $XXX being a realistic estimate. That estimate assumes almost no growth but a lot of share buybacks with excess capital" [X Link](https://x.com/BrownMarubozu/status/1994184411898630609) 2025-11-27T23:19Z 5295 followers, 4394 engagements "@matthewhcullen Its where all the cool kids used to get drinks after work back when I was banging. About half a block from $FFH.TO headquarters 😂" [X Link](https://x.com/BrownMarubozu/status/1994189206961217619) 2025-11-27T23:38Z 5295 followers, XXX engagements "@upnorthvalue Do you want to own $BAMI.TO post close" [X Link](https://x.com/BrownMarubozu/status/1994410256793825755) 2025-11-28T14:17Z 5300 followers, XXX engagements "The pref maneuver by $FFH.TO is a good example of doing whatever makes sense to optimize returns. In this case FFH issued pref at low rates and strong CAD while redeeming them at higher rates and weak CAD. Plus interest on debt to replace is at similar yield and tax deductible" [X Link](https://x.com/BrownMarubozu/status/1994846012117324189) 2025-11-29T19:08Z 5295 followers, 3442 engagements "@rockcreekfreak @tsxman Someone has to own it. Financial leverage is gone with the rights issue but will ramp again as they outspend cash flow to grow. Operating leverage from higher capacity utilization should lead to a higher multiple but hard to know when that happens" [X Link](https://x.com/BrownMarubozu/status/1995325860010721609) 2025-12-01T02:55Z 5285 followers, XXX engagements "@MananaInvesting @inthemoneypod @TidefallCapital I think Amber should ask every guest about $FFH.TO. It should be an easy stock to own but the reasons why its not says a lot about the investment process" [X Link](https://x.com/BrownMarubozu/status/1995476748754919908) 2025-12-01T12:55Z 5295 followers, XXX engagements "I dont think there is any money indexed to the FEW portfolio but $FFH.TO did make the list. If it ever gets on the RBC focus list that would result in decent flows" [X Link](https://x.com/BrownMarubozu/status/1995709012516499780) 2025-12-02T04:18Z 5286 followers, 2282 engagements "Listening to @BarrySchwartzBW on @inthemoneypod telling @baystreetamber he owns $BRK for clients but $FFH.TO for himself. Good for him not so good for his clients. To answer his question on the podcast BRK hasnt been buying stock back b/c its likely close to fair value" [X Link](https://x.com/BrownMarubozu/status/1995927143243784687) 2025-12-02T18:44Z 5286 followers, 2774 engagements "@DukeInShadows @BarrySchwartzBW @inthemoneypod @baystreetamber Quality and staying invested has worked for a long time. Have to give credit where credit is due. With $FFH.TO the discussion was around those qualitative attributes you mentioned but to pick $BRK suggests a lack of appreciation for the respective financial models" [X Link](https://x.com/BrownMarubozu/status/1995961171187565029) 2025-12-02T21:00Z 5285 followers, XXX engagements "@vanckzhu @BarrySchwartzBW @inthemoneypod @baystreetamber I think its b/c its a narrative bet vs expected return. No one gets fired for owning $BRK. A lot of PMs probably did for owning $FFH.TO at various points in its history given long stretches of underperformance. I would bet a lot that FFH outperforms BRK over the next X years" [X Link](https://x.com/BrownMarubozu/status/1996066902121292205) 2025-12-03T04:00Z 5291 followers, XXX engagements "RBC launched on US P&C last week and had a note out today explaining how bearish clients are about the sector. $FFH.TO is getting swept up into the trade despite a unique and favourable financial position. Relative return investing makes for suboptimal decisions sometimes" [X Link](https://x.com/BrownMarubozu/status/1996072170334945647) 2025-12-03T04:21Z 5293 followers, 4396 engagements "@QualityCap0 I dont know the sector as well ask I know $FFH.TO. Seems like a good long side of a pairs trade if I was in my old job and had to be hedged" [X Link](https://x.com/BrownMarubozu/status/1996203597697298876) 2025-12-03T13:03Z 5284 followers, XXX engagements "@BillBrewsterTBB @lee_leeks @NigelWoodman I sent it to you yesterday morning. $FFH.TO should be immune based on returns but the flows are another story. I assume the buyback will take advantage" [X Link](https://x.com/BrownMarubozu/status/1996217936910897379) 2025-12-03T14:00Z 5284 followers, XXX engagements "@BillBrewsterTBB @lee_leeks @NigelWoodman Buybacks in the short term actually hurt BVPS growth but boost forward ROE which should result in a higher terminal multiple. Looking forward reserve releases should boost underwriting income breaking the narrative. Expectations are also too low for the equity portfolio" [X Link](https://x.com/BrownMarubozu/status/1996221266768859351) 2025-12-03T14:13Z 5286 followers, XXX engagements "@BillBrewsterTBB @lee_leeks @NigelWoodman I dont thats the case for $FFH.TO as it doesnt screen well b/c they dont report adjusted EPS. Forward P/E always looks elevated and unpredictable despite having a relatively high floor. Eventually supply and demand matters though" [X Link](https://x.com/BrownMarubozu/status/1996223460054307204) 2025-12-03T14:22Z 5293 followers, XXX engagements "@CedarStResearch @BillBrewsterTBB @lee_leeks @NigelWoodman Most investors are taking their lead from quants trained on widget companies so deceleration in top line is enough to trigger selling. $FFH.TO slowed their premium growth before everyone else b/c they had higher returns from buying their stock back" [X Link](https://x.com/BrownMarubozu/status/1996224785898959234) 2025-12-03T14:27Z 5284 followers, XXX engagements "@valueandvol Its nice to be able to control timing of purchase for the employee especially for cyclical industries. $SCR.TO and $GFR.TO have that policy and so does $CSU.TO" [X Link](https://x.com/BrownMarubozu/status/1996236601098174875) 2025-12-03T15:14Z 5291 followers, XXX engagements "@NigelWoodman @BillBrewsterTBB @lee_leeks I wonder if $KW effectively becomes their real estate Hamblin Watsa. They could keep outside clients since there shouldnt be conflicts in the same way as with equities" [X Link](https://x.com/BrownMarubozu/status/1996350390993113554) 2025-12-03T22:46Z 5299 followers, XX engagements "@TidefallCapital $FFH.TO keeps delaying it by shrinking the float" [X Link](https://x.com/BrownMarubozu/status/1996421680269533615) 2025-12-04T03:29Z 5299 followers, XXX engagements "@VanIsleInvestor This was a pass through to LPs. Gordon Flatt (brother of $BN CEO Bruce) seems to be a director of WEF and he is CIO at SKKY which is one of the original LPs. The shares picked up by others on the team is likely carry" [X Link](https://x.com/BrownMarubozu/status/1996761430779924618) 2025-12-05T01:59Z 5295 followers, XXX engagements "@NigelWoodman @VikingVan100 The rotation out of $FFH.TO into banks for more cyclical exposure makes no sense when it probably has $20b worth of exposure to cyclicals but people are making decisions based on factors not intrinsic value" [X Link](https://x.com/BrownMarubozu/status/1997095707778469961) 2025-12-06T00:08Z 5299 followers, XXX engagements "@dublinpubfan Why do you think hedge funds were selling" [X Link](https://x.com/BrownMarubozu/status/1997104337722470729) 2025-12-06T00:42Z 5299 followers, XXX engagements "Here are some pictures supporting the article on $FFH.TO measured against the other Canadian P&Cs $IFC.TO $DFY.TO and $TSU.TO" [X Link](https://x.com/BrownMarubozu/status/1998432221783327150) 2025-12-09T16:39Z 5298 followers, 2511 engagements "It actually happened. $FFH.TO and $CLS.TO both added to the S&P/TSX XX while $AQN and $CAR.UN removed. It will be interesting what the impact will be. Clearly a lot of investors didnt want to own insurance with USD exposure today $SCR.TO also added to the Composite" [X Link](https://x.com/BrownMarubozu/status/1997068523546247457) 2025-12-05T22:20Z 5299 followers, 15.1K engagements "The highlighted trade of long $FFH.TO short $XFN.TO from Nov 1-June XX was slightly underwater as of todays close. The average move during the last X years over this period was 42%. I thought that was possible before this add now it might be likely" [X Link](https://x.com/BrownMarubozu/status/1997077483041018250) 2025-12-05T22:55Z 5299 followers, 1905 engagements "Please check out my latest article in the Globe and Mail discussing $FFH.TO and why the recent sideways movement is an opportunity for long term investors" [X Link](https://x.com/BrownMarubozu/status/1998181267406487634) 2025-12-09T00:01Z 5298 followers, 16.9K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@BrownMarubozu Brown
Brown posts on X about $ffhto, $brk, investment, $scrto the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +40%
- X Month XXXXXXX +11%
- X Months XXXXXXX -XXXX%
- X Year XXXXXXXXX +90%
Mentions: XX #
- X Week XX +6%
- X Month XXX -XXXX%
- X Months XXX +61%
- X Year XXXXX +66%
Followers: XXXXX #
- X Week XXXXX +0.49%
- X Month XXXXX +0.95%
- X Months XXXXX +10%
- X Year XXXXX +24%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% stocks XXXX% travel destinations XXXX% currencies XXXX% countries XXXX%
Social topic influence $ffhto #1, $brk 6.82%, investment #4130, $scrto #1, insurance #698, $frfhf 3.41%, $xfnto #1, $megto 3.41%, $cveto 3.41%, $aqn #1
Top accounts mentioned or mentioned by @nigelwoodman @vikingvan100 @mrdavidthomas @billbrewstertbb @leeleeks @inthemoneypod @tidefallcapital @barryschwartzbw @dublinpubfan @vanckzhu @tsxman @rockcreekfreak @baystreetamber @newcomerinvest @vanisleinvestor @majgeoinvesting @elou795 @themarkethuddle @stephen85217230 @matthewhcullen
Top assets mentioned Algonquin Power & Utilities Corp (AQN) Markel, Corp. (MKL) QuidelOrtho Corporation Common Stock (QDEL) Berkshire Hathaway Inc. (BRK.A) White Mountains Insurance Group Ltd. (WTM) Howard Hughes Holdings Inc. (HHH) Teck Resources Limited (TECK) Ritchie Bros. Auctioneers Incorporated (RBA) Cenovus Energy Inc. (CVE) Viking Holdings Ltd (VIK) Oxygen (OXY) Brookfield Corporation (BN)
Top Social Posts
Top posts by engagements in the last XX hours
"$MBX.TO is renewing its NCIB. The companys QAPs biz had a setback after $QDEL decided to shelve a new product but the company has continued to buy back shares. I like the set up with a few ways to win between the operating biz and their Kinlytic royalty"
X Link 2025-12-04T16:19Z 5299 followers, XXX engagements
"@dublinpubfan I dont think that was the case here. P&C has been selling off vs banks since the end of June. Bank earnings this week reaccelerated the trend. Today the job numbers also got investors excited about banks and CAD exposure of which $FFH.TO has relatively little"
X Link 2025-12-06T02:11Z 5299 followers, XXX engagements
"It wouldnt surprise me if the anonymous donor is $FFH.TO or Prem himself. Fairfax was an investor in Ryans gin brand and he recently became a member of the Horatio Alger Society of which Prem is the Chair. Prem has also been on the board of Sick Kids since 1998"
X Link 2025-12-05T14:13Z 5299 followers, 2736 engagements
"I know its an unpopular opinion but I think $FFH.TO has a better culture and better mousetrap than $BRK"
X Link 2025-12-08T17:58Z 5299 followers, 10.6K engagements
"Here Come the Berkshire Hathaway Wannabes - Barrons $FFH.TO $FRFHF $MKL $L $WTM $HHH $TPOS $GLRE"
X Link 2025-06-06T06:51Z 5286 followers, 7745 engagements
"On the pod we discussed how $FFH.TO might break its normal seasonality with potential for RBC Focus List and/or XX add but neither happened. FFH has underperformed $XFN.TO by a little over XX% since the end of June which is not unusual during hurricane season but above average"
X Link 2025-09-06T13:55Z 5293 followers, 16.5K engagements
"Nice catch by @VanIsleInvestor . $AQN might be preparing for removal from the XX by switching domiciles which would open up another spot in addition to $TECK. $CAR.UN has also dropped below 20bp potentially opening up another spot. $FFH.TO $CLS.TO and $RBA on deck"
X Link 2025-09-26T13:29Z 5295 followers, 2425 engagements
"$SCR.TO squeezes another bump out of $CVE.TO to get friendly on the $MEG.TO transaction while also extracting another asset from them on favourable terms"
X Link 2025-10-27T10:20Z 5300 followers, 6047 engagements
"A new post on $FFH.TO going from seasonal weakness to seasonal strength providing an opportunity to add ahead of Q3 results expected Nov X after the market close. Feedback encouraged and appreciated"
X Link 2025-11-03T15:47Z 5293 followers, 16K engagements
"Im sure that also includes the oil experts who thought the deal would get done on the original terms proposed by $CVE"
X Link 2025-11-06T17:41Z 5284 followers, 1662 engagements
"I talk to a lot of institutional investors about $FFH.TO. There is still an impression among Bay Street veterans that Fairfax is a poor underwriter which makes it uninvestable. The facts highlighted by @MrDavidThomas show that a lot has changed in the past XX years"
X Link 2025-11-10T01:22Z 5295 followers, 4288 engagements
"Does anyone know if BMO put out another note this morning $FFH.TO"
X Link 2025-11-10T17:00Z 5295 followers, 4706 engagements
"$FFH.TO had unusually big volume yesterday including a big cross of 109k shares at its buyback broker Scotia. Maybe the seller(s) are done maybe not. Either way if we stay around here I expect buybacks to continue. Meanwhile #TheFairfaxWay will likely attract new interest"
X Link 2025-11-12T14:49Z 5295 followers, 5850 engagements
"Assuming the $FFH.TO search worked correctly only one mention but its on their Singleton like approach of managing capital markets well when it comes to their own stock"
X Link 2025-11-13T03:02Z 5295 followers, 3180 engagements
"The Indian media loves the scoop about Ben becoming the next Chairman of $FFH.TO. Of course if they read the Annual Letter to Shareholders they would have found out X months ago"
X Link 2025-11-14T02:47Z 5295 followers, 3231 engagements
"@BisonInsights spotlighting $FFH.TO recognizing the strong outperformance over $VOO for the last XX years and its penchant for contrarian investments. Recently thats been energy. FFH owns $OXY $SCR.TO $GFR.TO $EXCE and probably others"
X Link 2025-11-14T13:42Z 5285 followers, 2230 engagements
"$FRFHF vs $BRK vs $VOO"
X Link 2025-11-14T13:53Z 5285 followers, XXX engagements
"Its a great week. Lots of smart and kind investors to share ideas with starting the Monday night all the way through Thursday. Hopefully @MrDavidThomas will be there too to sign books I just got mine $FFH.TO"
X Link 2025-11-14T19:03Z 5295 followers, 3060 engagements
"@MrDavidThomas discusses his new book on $FFH.TO 'He's not trying to be anybody other than himself': Author on Prem Watsa's Warren Buffett comparison"
X Link 2025-11-18T21:14Z 5293 followers, 1644 engagements
"If one is even remotely interested in this strategy they should strongly consider $FFH.TO. Not as much leverage but instead of paying for it shareholders get paid to carry it. Makes a big difference in returns"
X Link 2025-11-21T01:49Z 5295 followers, 3046 engagements
"$FFH.TO back in the top spot and $AQN is the smallest weighting near an index review since it first dropped below 20bp X quarters ago. While it still seems unlikely the odds have gone up that the committee announces a change in two weeks"
X Link 2025-11-21T15:53Z 5295 followers, 4466 engagements
"Im curious where a market maker would put the odds of $FFH.TO one touching a XXX% total return within the next X years in USD How would they compare to the odds for $VOO to do the same Inspired by Jim Leitners one touch trades as described on @TheMarketHuddle"
X Link 2025-11-23T19:37Z 5295 followers, 2055 engagements
"I agree with John on paying employees cash and have them decide when to buy stock. $SCR.TO and $CSU.TO do it this way. $FFH.TO has a unique way of doing SBC. They have options and RSUs but they buy shares as SBC is issued and hold them in treasury until they vest"
X Link 2025-11-26T12:52Z 5290 followers, 5307 engagements
"Toronto investors are much more familiar with Ki the Bay St sushi spot than Ki $FFH.TO s unicorn AI fintech insurance startup that will likely trade 20x+ their initial $100m investment when it eventually IPOs on the LSE"
X Link 2025-11-27T13:01Z 5295 followers, 7091 engagements
"It turns out two years ago analysts were too pessimistic about $FFH.TO EPS. I think they have a XX% chance of beating the consensus with the high end of $XXX being a realistic estimate. That estimate assumes almost no growth but a lot of share buybacks with excess capital"
X Link 2025-11-27T23:19Z 5295 followers, 4394 engagements
"@matthewhcullen Its where all the cool kids used to get drinks after work back when I was banging. About half a block from $FFH.TO headquarters 😂"
X Link 2025-11-27T23:38Z 5295 followers, XXX engagements
"@upnorthvalue Do you want to own $BAMI.TO post close"
X Link 2025-11-28T14:17Z 5300 followers, XXX engagements
"The pref maneuver by $FFH.TO is a good example of doing whatever makes sense to optimize returns. In this case FFH issued pref at low rates and strong CAD while redeeming them at higher rates and weak CAD. Plus interest on debt to replace is at similar yield and tax deductible"
X Link 2025-11-29T19:08Z 5295 followers, 3442 engagements
"@rockcreekfreak @tsxman Someone has to own it. Financial leverage is gone with the rights issue but will ramp again as they outspend cash flow to grow. Operating leverage from higher capacity utilization should lead to a higher multiple but hard to know when that happens"
X Link 2025-12-01T02:55Z 5285 followers, XXX engagements
"@MananaInvesting @inthemoneypod @TidefallCapital I think Amber should ask every guest about $FFH.TO. It should be an easy stock to own but the reasons why its not says a lot about the investment process"
X Link 2025-12-01T12:55Z 5295 followers, XXX engagements
"I dont think there is any money indexed to the FEW portfolio but $FFH.TO did make the list. If it ever gets on the RBC focus list that would result in decent flows"
X Link 2025-12-02T04:18Z 5286 followers, 2282 engagements
"Listening to @BarrySchwartzBW on @inthemoneypod telling @baystreetamber he owns $BRK for clients but $FFH.TO for himself. Good for him not so good for his clients. To answer his question on the podcast BRK hasnt been buying stock back b/c its likely close to fair value"
X Link 2025-12-02T18:44Z 5286 followers, 2774 engagements
"@DukeInShadows @BarrySchwartzBW @inthemoneypod @baystreetamber Quality and staying invested has worked for a long time. Have to give credit where credit is due. With $FFH.TO the discussion was around those qualitative attributes you mentioned but to pick $BRK suggests a lack of appreciation for the respective financial models"
X Link 2025-12-02T21:00Z 5285 followers, XXX engagements
"@vanckzhu @BarrySchwartzBW @inthemoneypod @baystreetamber I think its b/c its a narrative bet vs expected return. No one gets fired for owning $BRK. A lot of PMs probably did for owning $FFH.TO at various points in its history given long stretches of underperformance. I would bet a lot that FFH outperforms BRK over the next X years"
X Link 2025-12-03T04:00Z 5291 followers, XXX engagements
"RBC launched on US P&C last week and had a note out today explaining how bearish clients are about the sector. $FFH.TO is getting swept up into the trade despite a unique and favourable financial position. Relative return investing makes for suboptimal decisions sometimes"
X Link 2025-12-03T04:21Z 5293 followers, 4396 engagements
"@QualityCap0 I dont know the sector as well ask I know $FFH.TO. Seems like a good long side of a pairs trade if I was in my old job and had to be hedged"
X Link 2025-12-03T13:03Z 5284 followers, XXX engagements
"@BillBrewsterTBB @lee_leeks @NigelWoodman I sent it to you yesterday morning. $FFH.TO should be immune based on returns but the flows are another story. I assume the buyback will take advantage"
X Link 2025-12-03T14:00Z 5284 followers, XXX engagements
"@BillBrewsterTBB @lee_leeks @NigelWoodman Buybacks in the short term actually hurt BVPS growth but boost forward ROE which should result in a higher terminal multiple. Looking forward reserve releases should boost underwriting income breaking the narrative. Expectations are also too low for the equity portfolio"
X Link 2025-12-03T14:13Z 5286 followers, XXX engagements
"@BillBrewsterTBB @lee_leeks @NigelWoodman I dont thats the case for $FFH.TO as it doesnt screen well b/c they dont report adjusted EPS. Forward P/E always looks elevated and unpredictable despite having a relatively high floor. Eventually supply and demand matters though"
X Link 2025-12-03T14:22Z 5293 followers, XXX engagements
"@CedarStResearch @BillBrewsterTBB @lee_leeks @NigelWoodman Most investors are taking their lead from quants trained on widget companies so deceleration in top line is enough to trigger selling. $FFH.TO slowed their premium growth before everyone else b/c they had higher returns from buying their stock back"
X Link 2025-12-03T14:27Z 5284 followers, XXX engagements
"@valueandvol Its nice to be able to control timing of purchase for the employee especially for cyclical industries. $SCR.TO and $GFR.TO have that policy and so does $CSU.TO"
X Link 2025-12-03T15:14Z 5291 followers, XXX engagements
"@NigelWoodman @BillBrewsterTBB @lee_leeks I wonder if $KW effectively becomes their real estate Hamblin Watsa. They could keep outside clients since there shouldnt be conflicts in the same way as with equities"
X Link 2025-12-03T22:46Z 5299 followers, XX engagements
"@TidefallCapital $FFH.TO keeps delaying it by shrinking the float"
X Link 2025-12-04T03:29Z 5299 followers, XXX engagements
"@VanIsleInvestor This was a pass through to LPs. Gordon Flatt (brother of $BN CEO Bruce) seems to be a director of WEF and he is CIO at SKKY which is one of the original LPs. The shares picked up by others on the team is likely carry"
X Link 2025-12-05T01:59Z 5295 followers, XXX engagements
"@NigelWoodman @VikingVan100 The rotation out of $FFH.TO into banks for more cyclical exposure makes no sense when it probably has $20b worth of exposure to cyclicals but people are making decisions based on factors not intrinsic value"
X Link 2025-12-06T00:08Z 5299 followers, XXX engagements
"@dublinpubfan Why do you think hedge funds were selling"
X Link 2025-12-06T00:42Z 5299 followers, XXX engagements
"Here are some pictures supporting the article on $FFH.TO measured against the other Canadian P&Cs $IFC.TO $DFY.TO and $TSU.TO"
X Link 2025-12-09T16:39Z 5298 followers, 2511 engagements
"It actually happened. $FFH.TO and $CLS.TO both added to the S&P/TSX XX while $AQN and $CAR.UN removed. It will be interesting what the impact will be. Clearly a lot of investors didnt want to own insurance with USD exposure today $SCR.TO also added to the Composite"
X Link 2025-12-05T22:20Z 5299 followers, 15.1K engagements
"The highlighted trade of long $FFH.TO short $XFN.TO from Nov 1-June XX was slightly underwater as of todays close. The average move during the last X years over this period was 42%. I thought that was possible before this add now it might be likely"
X Link 2025-12-05T22:55Z 5299 followers, 1905 engagements
"Please check out my latest article in the Globe and Mail discussing $FFH.TO and why the recent sideways movement is an opportunity for long term investors"
X Link 2025-12-09T00:01Z 5298 followers, 16.9K engagements