[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, $scrto, $brk, $megto the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::30570076/interactions)  - X Week XXXXXX +90% - X Month XXXXXX -XX% - X Months XXXXXXX +29% - X Year XXXXXXXXX +173% ### Mentions: XX [#](/creator/twitter::30570076/posts_active)  - X Month XXX -XX% - X Months XXX +19% - X Year XXX +130% ### Followers: XXXXX [#](/creator/twitter::30570076/followers)  - X Week XXXXX +0.28% - X Month XXXXX +2.10% - X Months XXXXX +12% - X Year XXXXX +22% ### CreatorRank: XXXXXXX [#](/creator/twitter::30570076/influencer_rank)  ### Social Influence [#](/creator/twitter::30570076/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXX% [countries](/list/countries) XXXX% [technology brands](/list/technology-brands) XXXX% [social networks](/list/social-networks) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [exchanges](/list/exchanges) XXXX% [automotive brands](/list/automotive-brands) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [$ffhto](/topic/$ffhto) #1, [$scrto](/topic/$scrto) #1, [$brk](/topic/$brk) 5.95%, [$megto](/topic/$megto) #1, [$eurob](/topic/$eurob) 3.78%, [canadian](/topic/canadian) 3.78%, [$frfhf](/topic/$frfhf) 3.24%, [stocks](/topic/stocks) 3.24%, [dividend](/topic/dividend) 3.24%, [$fihu](/topic/$fihu) XXXX% **Top accounts mentioned or mentioned by** [@acipartnerhship](/creator/undefined) [@cedarreseach](/creator/undefined) [@newcomerinvest](/creator/undefined) [@vikingvan100](/creator/undefined) [@cheshir3cap](/creator/undefined) [@lonewolftwit58](/creator/undefined) [@denverlabrador](/creator/undefined) [@cfrischer1](/creator/undefined) [@petrolengg](/creator/undefined) [@mananainvesting](/creator/undefined) [@vanckzhu](/creator/undefined) [@janezno63305264](/creator/undefined) [@bsilly3](/creator/undefined) [@williamgreen72](/creator/undefined) [@equityalpha](/creator/undefined) [@jresourceinvest](/creator/undefined) [@realpeterlinder](/creator/undefined) [@tidefallcapital](/creator/undefined) [@bridgingtonhol](/creator/undefined) [@wwillowresearch](/creator/undefined) **Top assets mentioned** [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Markel, Corp. (MKL)](/topic/$mkl) [White Mountains Insurance Group Ltd. (WTM)](/topic/$wtm) [Howard Hughes Holdings Inc. (HHH)](/topic/$hhh) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Algonquin Power & Utilities Corp (AQN)](/topic/$aqn) [Bitcoin (BTC)](/topic/bitcoin) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Cenovus Energy Inc. (CVE)](/topic/$cve) [Spotify Technology (SPOT)](/topic/$spot) [Apple, Inc. (AAPL)](/topic/$aapl) [Ritchie Bros. Auctioneers Incorporated (RBA)](/topic/$rba) [Birake (BIR)](/topic/$bir) [Suncor Energy, Inc. (SU)](/topic/$su) [Enbridge, Inc (ENB)](/topic/$enb) [Brookfield Corporation (BN)](/topic/$bn) ### Top Social Posts [#](/creator/twitter::30570076/posts) --- Top posts by engagements in the last XX hours "$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](/creator/x/BrownMarubozu) on [X](/post/tweet/1930883268896866393) 2025-06-06 07:03:40 UTC 4936 followers, 7955 engagements "There is nothing value investors hate more than moving stocks up by buying them"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1943096921461059739) 2025-07-09 23:56:21 UTC 4936 followers, 2354 engagements "$EUROB guidance seems to be in the 0.34-35 for the next few years based on their ROE target which is above the street. Priced at 2026E TBV the position would be worth US$150/sh to $FFH.TO"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1765772870427214021) 2024-03-07 16:13:53 UTC 4936 followers, 1821 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](/creator/x/BrownMarubozu) on [X](/post/tweet/1943315244635369691) 2025-07-10 14:23:54 UTC 4936 followers, 8563 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](/creator/x/BrownMarubozu) on [X](/post/tweet/1942187565831921833) 2025-07-07 11:42:54 UTC 4937 followers, 3049 engagements "@DrDavidKass Any thoughts on Fairfax Financial I think some of the funds are moving out of $BRK into $FFH.TO"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1935686808538603554) 2025-06-19 13:11:13 UTC 4934 followers, XXX 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](/creator/x/BrownMarubozu) on [X](/post/tweet/1946357118396666242) 2025-07-18 23:51:13 UTC 4935 followers, 1546 engagements "This should have said if X% of $BRK shares switch into $FFH.TO its XX% of the current market cap. BRKs market cap is 25x FFH. So far the switchers are ahead by 10%"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1925567458699551170) 2025-05-22 15:00:32 UTC 4936 followers, 2783 engagements "How do Canadian portfolio managers choose $BRK over $FFH.TO The expected returns favour FFH The relative valuation favours FFH The flows favour FFH What am I missing"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1930084236658200981) 2025-06-04 02:08:35 UTC 4935 followers, 21K 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](/creator/x/BrownMarubozu) on [X](/post/tweet/1937932577173610853) 2025-06-25 17:55:06 UTC 4934 followers, 3286 engagements "Here Come the Berkshire Hathaway Wannabes - Barrons $FFH.TO $FRFHF $MKL $L $WTM $HHH $TPOS $GLRE"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1930880249065050388) 2025-06-06 06:51:40 UTC 4935 followers, 7621 engagements "$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](/creator/x/BrownMarubozu) on [X](/post/tweet/1931107073145864580) 2025-06-06 21:52:59 UTC 4932 followers, 2614 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. $FFH.TO"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1945671315891036571) 2025-07-17 02:26:05 UTC 4935 followers, 5628 engagements "$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](/creator/x/BrownMarubozu) on [X](/post/tweet/1938770818491642117) 2025-06-28 01:25:58 UTC 4936 followers, 4038 engagements "@chooseyourwow I hope you realize that $SCR.TO and $MEG.TO are the same after the merger and that if something benefits SCR it also benefits MEG"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1943244206358581490) 2025-07-10 09:41:37 UTC 4936 followers, XXX 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](/creator/x/BrownMarubozu) on [X](/post/tweet/1939747692483371042) 2025-06-30 18:07:43 UTC 4937 followers, 3044 engagements "Now this is how to do a buyback. $EUROB $FFH.TO"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1924847522767340025) 2025-05-20 15:19:46 UTC 4932 followers, 10.7K 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](/creator/x/BrownMarubozu) on [X](/post/tweet/1945852683585216904) 2025-07-17 14:26:46 UTC 4935 followers, 1725 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](/creator/x/BrownMarubozu) on [X](/post/tweet/1946353720452858047) 2025-07-18 23:37:43 UTC 4935 followers, XXX engagements "@LeveragedLayman Referring to the Equity Focus List. Trying to understand how much demand it could generate if they decide to add $FFH.TO. I think the advisors own the shares directly for their clients"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1942658123300495481) 2025-07-08 18:52:44 UTC 4936 followers, XXX engagements "$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](/creator/x/BrownMarubozu) on [X](/post/tweet/1943614709900492841) 2025-07-11 10:13:52 UTC 4936 followers, 9912 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 $SCR.TO"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1944584105737236833) 2025-07-14 02:25:54 UTC 4934 followers, 1065 engagements "$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](/creator/x/BrownMarubozu) on [X](/post/tweet/1943754810240471438) 2025-07-11 19:30:34 UTC 4936 followers, 1105 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](/creator/x/BrownMarubozu) on [X](/post/tweet/1935176202433495457) 2025-06-18 03:22:15 UTC 4936 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](/creator/x/BrownMarubozu) on [X](/post/tweet/1945888671099400557) 2025-07-17 16:49:46 UTC 4935 followers, XXX engagements "Satyaki gave the $FIH.U investor group a tour of BIAL in January. He gives me a lot of confidence in their ability to execute. $FFH.TO Watch PTE World interview with Satyaki Raghunath Bangalore International Airport on #Vimeo"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1930819236538032240) 2025-06-06 02:49:13 UTC 4935 followers, 4992 engagements "To be clear $FIH.U $FFXDF would be the long side of the trade and the short side would be an ETF or a basket of ETFs like $INDA. Probably under hedged by 30-50% given the discount to BV and IV respectively"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1795465714737754538) 2024-05-28 14:42:39 UTC 4935 followers, 6229 engagements "Arguably the best resource on any company ever created before it started a historic run. $FFH.TO"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1931486879494353019) 2025-06-07 23:02:12 UTC 4934 followers, 4125 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](/creator/x/BrownMarubozu) on [X](/post/tweet/1938617467947077862) 2025-06-27 15:16:36 UTC 4936 followers, 2054 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](/creator/x/BrownMarubozu) on [X](/post/tweet/1929377715968147699) 2025-06-02 03:21:08 UTC 4932 followers, 2068 engagements "@leevalueroach Sounds like $FFH.TO. Might take XX years though. Sooner if multiple expansion"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1944756108955951596) 2025-07-14 13:49:22 UTC 4936 followers, XXX engagements "@Oddhootcapital $BRK shareholders considering trimming with Warren stepping back and $FFH.TO is cheaper with higher expected returns so its a top candidate along with $MKL. Further FFH should go in the S&P/TSX XX the next time there is an opening"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1930268135224914213) 2025-06-04 14:19:20 UTC 4932 followers, XXX engagements "$FFH.TO only bought 4k shares in May. Was it too expensive or did it go above their monthly ASPP limit"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1931180277134447079) 2025-06-07 02:43:52 UTC 4932 followers, 5008 engagements "$FFH.TO is probably one of the most prolific ESG companies in Canada but because ESG is really just a quant screen for quality Fairfax has levels of ownership similar to E&P stocks"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1934959356518244471) 2025-06-17 13:00:35 UTC 4935 followers, 4225 engagements "@Aureliusltd28 $EUROB trades 7x and is returning capital via dividends and buybacks"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1932271263138889791) 2025-06-10 02:59:03 UTC 4936 followers, XXX engagements "Probably worth looking at $FRFHF too if historical track record is a part of the thesis. $FFH.TO"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1939472538293481540) 2025-06-29 23:54:21 UTC 4936 followers, 4165 engagements "$EUROB up 5%+ today on an article suggesting the ECB will ok dividend payouts in June. Recall $FFH.TO owns 1.266b shares of Eurobank and the expected dividend is XXXX. The position is equity accounted for so carried well below market value"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1777721266201321820) 2024-04-09 15:32:32 UTC 4936 followers, 1706 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](/creator/x/BrownMarubozu) on [X](/post/tweet/1940469372524679585) 2025-07-02 17:55:25 UTC 4934 followers, 4706 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](/creator/x/BrownMarubozu) on [X](/post/tweet/1927420351027266043) 2025-05-27 17:43:16 UTC 4935 followers, 3639 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. $IIFL still trades 12x 2024E EPS with growth expected to continue in double digits"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1728426823434854610) 2023-11-25 14:54:01 UTC 4935 followers, 16.4K engagements "$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](/creator/x/BrownMarubozu) on [X](/post/tweet/1925027252334452783) 2025-05-21 03:13:56 UTC 4935 followers, 2989 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](/creator/x/BrownMarubozu) on [X](/post/tweet/1942942644583141500) 2025-07-09 13:43:19 UTC 4936 followers, 2719 engagements "Buy gold stocks instead because eventually cash flows matter especially when incremental returns on capital are astronomical. $MKO.V"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1928846997982765397) 2025-05-31 16:12:15 UTC 4932 followers, 3035 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](/creator/x/BrownMarubozu) on [X](/post/tweet/1946367822633832950) 2025-07-19 00:33:45 UTC 4935 followers, XX 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](/creator/x/BrownMarubozu) on [X](/post/tweet/1936116800934363240) 2025-06-20 17:39:51 UTC 4935 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](/creator/x/BrownMarubozu) on [X](/post/tweet/1946359709310632010) 2025-07-19 00:01:30 UTC 4935 followers, 1476 engagements "@growthstonksbro @globeandmail No leverage in the TFSA. $FFH.TO contributed about XX% $MKO.V XX% and $FISH.V 10%. Pretty spread out after that. It wasnt always so concentrated. The TFSA is where I tend to buy last so the performance is usually better"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1928098184561062290) 2025-05-29 14:36:44 UTC 4932 followers, XXX engagements "$Ffh.TO continuing to look good on this but I dont have a good view on what $KW is actually worth. Anyone seen good analysis"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1924175646634254590) 2025-05-18 18:49:58 UTC 4932 followers, 5460 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 $FISH.V Finance professional grows his TFSA to a million dollars with a handful of stocks /via @globeandmail"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1928093361933517034) 2025-05-29 14:17:34 UTC 4935 followers, 14.6K engagements "$FFH.TO s forward ROE goes up when its credit rating goes up"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1932936297376788759) 2025-06-11 23:01:40 UTC 4932 followers, 4008 engagements "Slightly more underperformance for $BRK vs $FFH.TO. I continue to think Fairfax is a natural place for BRK outflows to find a home and it may have already begun"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1928784327006892351) 2025-05-31 12:03:13 UTC 4932 followers, 3636 engagements "The opportunity for rerate comes from ticking boxes. For $FFH.TO its being added to the XX. For $SCR.TO its being added to the Composite and getting picked up by quant funds like @NoahsolomonOWM manages. Not a coincidence that SCR has raised its dividend twice in the last year"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1938617472225079657) 2025-06-27 15:16:37 UTC 4936 followers, XXX 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](/creator/x/BrownMarubozu) on [X](/post/tweet/1888038972447728034) 2025-02-08 01:35:43 UTC 4934 followers, 22.3K engagements "@donuts2donuts @REJonasMartin @sidecarcap $BRK is not ahead of $FFH.TO for the last XX years"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1939514189673869364) 2025-06-30 02:39:51 UTC 4934 followers, XXX 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](/creator/x/BrownMarubozu) on [X](/post/tweet/1946362348635066850) 2025-07-19 00:12:00 UTC 4935 followers, 1608 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](/creator/x/BrownMarubozu) on [X](/post/tweet/1935084103423951050) 2025-06-17 21:16:17 UTC 4935 followers, 3113 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 $GFR.TO"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1928859810797060594) 2025-05-31 17:03:10 UTC 4935 followers, 1383 engagements "$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](/creator/x/BrownMarubozu) on [X](/post/tweet/1927708108094091760) 2025-05-28 12:46:42 UTC 4932 followers, 4678 engagements "Debating $BRK vs $FFH.TO with Berkshire fans is a reminder: investing is dominated by narrative now more than ever. Seems like a real edge for look through investors but it takes more work and one has to be ok looking stupid or being wrong a third of the time"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1925651409183142262) 2025-05-22 20:34:07 UTC 4935 followers, 2729 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](/creator/x/BrownMarubozu) on [X](/post/tweet/1937359287107416346) 2025-06-24 03:57:03 UTC 4936 followers, 6538 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](/creator/x/BrownMarubozu) on [X](/post/tweet/1946355868456407065) 2025-07-18 23:46:15 UTC 4935 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](/creator/x/BrownMarubozu) on [X](/post/tweet/1943136354931556610) 2025-07-10 02:33:03 UTC 4932 followers, 2762 engagements "Andrew Bary with a nice $FFH.TO $FRFHF plug. Can skip to 2:15 if in a hurry"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1939476616423346297) 2025-06-30 00:10:33 UTC 4936 followers, 2663 engagements "@TheWiseIC @NewcomerInvest I own $ELF.TO since 2015 and $FFH.TO since 2021. $ELF.TO I would characterize more as an alternative to equity ETFs at a discount as the insurance company isnt that big a part of NEV"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1937622579147341865) 2025-06-24 21:23:16 UTC 4936 followers, XXX engagements "$FFH.TO often gets compared to $BRK because it copied the P&C insurance hold co model but in reality they have created a better mouse trap. The evidence is in the recent returns which are amplified by higher float to equity leverage than BRK. Shorts however are welcome"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1931076012558651471) 2025-06-06 19:49:33 UTC 4935 followers, 9076 engagements "Im trying to understand if there are investment assumptions that Im missing. I appreciate qualitative issues. Also $BRK may very well outperform $FFH.TO over any reasonable period no matter how unlikely I think that might be. Im wrong a lot and Im not betting against $BRK"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1930096678930923654) 2025-06-04 02:58:02 UTC 4932 followers, 1201 engagements "A few cross currents going into the weekend. Small possibility that $FFH.TO is added to the XX which would be announced tonight but if not could be some selling Monday. Meanwhile the paper copy of Barrons will be on doorsteps tomorrow morning which could lead to buying"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1931059973615927779) 2025-06-06 18:45:49 UTC 4936 followers, 4856 engagements "$FFH.TO $FIH.U Those of us who went on the Fairfax India trip had a chance to listen to @amitabhk87 speak in New Delhi in January. I found him to be incredibly impressive. One thing is clear Fairfax has a network of high quality people in India that is incredibly valuable"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1938295214319296666) 2025-06-26 17:56:05 UTC 4936 followers, 2794 engagements "$FFH.TO s largest equity position has started its buyback post paying a 0.105/sh dividend a few weeks ago"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1923359126706340183) 2025-05-16 12:45:24 UTC 4936 followers, 2204 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, $scrto, $brk, $megto the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +90%
- X Month XXXXXX -XX%
- X Months XXXXXXX +29%
- X Year XXXXXXXXX +173%
Mentions: XX #
- X Month XXX -XX%
- X Months XXX +19%
- X Year XXX +130%
Followers: XXXXX #
- X Week XXXXX +0.28%
- X Month XXXXX +2.10%
- X Months XXXXX +12%
- X Year XXXXX +22%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXXX% stocks XXXX% countries XXXX% technology brands XXXX% social networks XXXX% cryptocurrencies XXXX% exchanges XXXX% automotive brands XXXX% travel destinations XXXX%
Social topic influence $ffhto #1, $scrto #1, $brk 5.95%, $megto #1, $eurob 3.78%, canadian 3.78%, $frfhf 3.24%, stocks 3.24%, dividend 3.24%, $fihu XXXX%
Top accounts mentioned or mentioned by @acipartnerhship @cedarreseach @newcomerinvest @vikingvan100 @cheshir3cap @lonewolftwit58 @denverlabrador @cfrischer1 @petrolengg @mananainvesting @vanckzhu @janezno63305264 @bsilly3 @williamgreen72 @equityalpha @jresourceinvest @realpeterlinder @tidefallcapital @bridgingtonhol @wwillowresearch
Top assets mentioned Berkshire Hathaway Inc. (BRK.A) Markel, Corp. (MKL) White Mountains Insurance Group Ltd. (WTM) Howard Hughes Holdings Inc. (HHH) Berkshire Hathaway Inc Class B (BRK.B) Algonquin Power & Utilities Corp (AQN) Bitcoin (BTC) Canadian Natural Resources Limited (CNQ) Cenovus Energy Inc. (CVE) Spotify Technology (SPOT) Apple, Inc. (AAPL) Ritchie Bros. Auctioneers Incorporated (RBA) Birake (BIR) Suncor Energy, Inc. (SU) Enbridge, Inc (ENB) Brookfield Corporation (BN)
Top Social Posts #
Top posts by engagements in the last XX hours
"$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 on X 2025-06-06 07:03:40 UTC 4936 followers, 7955 engagements
"There is nothing value investors hate more than moving stocks up by buying them" @BrownMarubozu on X 2025-07-09 23:56:21 UTC 4936 followers, 2354 engagements
"$EUROB guidance seems to be in the 0.34-35 for the next few years based on their ROE target which is above the street. Priced at 2026E TBV the position would be worth US$150/sh to $FFH.TO" @BrownMarubozu on X 2024-03-07 16:13:53 UTC 4936 followers, 1821 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 on X 2025-07-10 14:23:54 UTC 4936 followers, 8563 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 on X 2025-07-07 11:42:54 UTC 4937 followers, 3049 engagements
"@DrDavidKass Any thoughts on Fairfax Financial I think some of the funds are moving out of $BRK into $FFH.TO" @BrownMarubozu on X 2025-06-19 13:11:13 UTC 4934 followers, XXX 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 on X 2025-07-18 23:51:13 UTC 4935 followers, 1546 engagements
"This should have said if X% of $BRK shares switch into $FFH.TO its XX% of the current market cap. BRKs market cap is 25x FFH. So far the switchers are ahead by 10%" @BrownMarubozu on X 2025-05-22 15:00:32 UTC 4936 followers, 2783 engagements
"How do Canadian portfolio managers choose $BRK over $FFH.TO The expected returns favour FFH The relative valuation favours FFH The flows favour FFH What am I missing" @BrownMarubozu on X 2025-06-04 02:08:35 UTC 4935 followers, 21K 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 on X 2025-06-25 17:55:06 UTC 4934 followers, 3286 engagements
"Here Come the Berkshire Hathaway Wannabes - Barrons $FFH.TO $FRFHF $MKL $L $WTM $HHH $TPOS $GLRE" @BrownMarubozu on X 2025-06-06 06:51:40 UTC 4935 followers, 7621 engagements
"$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 on X 2025-06-06 21:52:59 UTC 4932 followers, 2614 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. $FFH.TO" @BrownMarubozu on X 2025-07-17 02:26:05 UTC 4935 followers, 5628 engagements
"$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 on X 2025-06-28 01:25:58 UTC 4936 followers, 4038 engagements
"@chooseyourwow I hope you realize that $SCR.TO and $MEG.TO are the same after the merger and that if something benefits SCR it also benefits MEG" @BrownMarubozu on X 2025-07-10 09:41:37 UTC 4936 followers, XXX 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 on X 2025-06-30 18:07:43 UTC 4937 followers, 3044 engagements
"Now this is how to do a buyback. $EUROB $FFH.TO" @BrownMarubozu on X 2025-05-20 15:19:46 UTC 4932 followers, 10.7K 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 on X 2025-07-17 14:26:46 UTC 4935 followers, 1725 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 on X 2025-07-18 23:37:43 UTC 4935 followers, XXX engagements
"@LeveragedLayman Referring to the Equity Focus List. Trying to understand how much demand it could generate if they decide to add $FFH.TO. I think the advisors own the shares directly for their clients" @BrownMarubozu on X 2025-07-08 18:52:44 UTC 4936 followers, XXX engagements
"$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 on X 2025-07-11 10:13:52 UTC 4936 followers, 9912 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 $SCR.TO" @BrownMarubozu on X 2025-07-14 02:25:54 UTC 4934 followers, 1065 engagements
"$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 on X 2025-07-11 19:30:34 UTC 4936 followers, 1105 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 on X 2025-06-18 03:22:15 UTC 4936 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 on X 2025-07-17 16:49:46 UTC 4935 followers, XXX engagements
"Satyaki gave the $FIH.U investor group a tour of BIAL in January. He gives me a lot of confidence in their ability to execute. $FFH.TO Watch PTE World interview with Satyaki Raghunath Bangalore International Airport on #Vimeo" @BrownMarubozu on X 2025-06-06 02:49:13 UTC 4935 followers, 4992 engagements
"To be clear $FIH.U $FFXDF would be the long side of the trade and the short side would be an ETF or a basket of ETFs like $INDA. Probably under hedged by 30-50% given the discount to BV and IV respectively" @BrownMarubozu on X 2024-05-28 14:42:39 UTC 4935 followers, 6229 engagements
"Arguably the best resource on any company ever created before it started a historic run. $FFH.TO" @BrownMarubozu on X 2025-06-07 23:02:12 UTC 4934 followers, 4125 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 on X 2025-06-27 15:16:36 UTC 4936 followers, 2054 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 on X 2025-06-02 03:21:08 UTC 4932 followers, 2068 engagements
"@leevalueroach Sounds like $FFH.TO. Might take XX years though. Sooner if multiple expansion" @BrownMarubozu on X 2025-07-14 13:49:22 UTC 4936 followers, XXX engagements
"@Oddhootcapital $BRK shareholders considering trimming with Warren stepping back and $FFH.TO is cheaper with higher expected returns so its a top candidate along with $MKL. Further FFH should go in the S&P/TSX XX the next time there is an opening" @BrownMarubozu on X 2025-06-04 14:19:20 UTC 4932 followers, XXX engagements
"$FFH.TO only bought 4k shares in May. Was it too expensive or did it go above their monthly ASPP limit" @BrownMarubozu on X 2025-06-07 02:43:52 UTC 4932 followers, 5008 engagements
"$FFH.TO is probably one of the most prolific ESG companies in Canada but because ESG is really just a quant screen for quality Fairfax has levels of ownership similar to E&P stocks" @BrownMarubozu on X 2025-06-17 13:00:35 UTC 4935 followers, 4225 engagements
"@Aureliusltd28 $EUROB trades 7x and is returning capital via dividends and buybacks" @BrownMarubozu on X 2025-06-10 02:59:03 UTC 4936 followers, XXX engagements
"Probably worth looking at $FRFHF too if historical track record is a part of the thesis. $FFH.TO" @BrownMarubozu on X 2025-06-29 23:54:21 UTC 4936 followers, 4165 engagements
"$EUROB up 5%+ today on an article suggesting the ECB will ok dividend payouts in June. Recall $FFH.TO owns 1.266b shares of Eurobank and the expected dividend is XXXX. The position is equity accounted for so carried well below market value" @BrownMarubozu on X 2024-04-09 15:32:32 UTC 4936 followers, 1706 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 on X 2025-07-02 17:55:25 UTC 4934 followers, 4706 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 on X 2025-05-27 17:43:16 UTC 4935 followers, 3639 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. $IIFL still trades 12x 2024E EPS with growth expected to continue in double digits" @BrownMarubozu on X 2023-11-25 14:54:01 UTC 4935 followers, 16.4K engagements
"$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 on X 2025-05-21 03:13:56 UTC 4935 followers, 2989 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 on X 2025-07-09 13:43:19 UTC 4936 followers, 2719 engagements
"Buy gold stocks instead because eventually cash flows matter especially when incremental returns on capital are astronomical. $MKO.V" @BrownMarubozu on X 2025-05-31 16:12:15 UTC 4932 followers, 3035 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 on X 2025-07-19 00:33:45 UTC 4935 followers, XX 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 on X 2025-06-20 17:39:51 UTC 4935 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 on X 2025-07-19 00:01:30 UTC 4935 followers, 1476 engagements
"@growthstonksbro @globeandmail No leverage in the TFSA. $FFH.TO contributed about XX% $MKO.V XX% and $FISH.V 10%. Pretty spread out after that. It wasnt always so concentrated. The TFSA is where I tend to buy last so the performance is usually better" @BrownMarubozu on X 2025-05-29 14:36:44 UTC 4932 followers, XXX engagements
"$Ffh.TO continuing to look good on this but I dont have a good view on what $KW is actually worth. Anyone seen good analysis" @BrownMarubozu on X 2025-05-18 18:49:58 UTC 4932 followers, 5460 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 $FISH.V Finance professional grows his TFSA to a million dollars with a handful of stocks /via @globeandmail" @BrownMarubozu on X 2025-05-29 14:17:34 UTC 4935 followers, 14.6K engagements
"$FFH.TO s forward ROE goes up when its credit rating goes up" @BrownMarubozu on X 2025-06-11 23:01:40 UTC 4932 followers, 4008 engagements
"Slightly more underperformance for $BRK vs $FFH.TO. I continue to think Fairfax is a natural place for BRK outflows to find a home and it may have already begun" @BrownMarubozu on X 2025-05-31 12:03:13 UTC 4932 followers, 3636 engagements
"The opportunity for rerate comes from ticking boxes. For $FFH.TO its being added to the XX. For $SCR.TO its being added to the Composite and getting picked up by quant funds like @NoahsolomonOWM manages. Not a coincidence that SCR has raised its dividend twice in the last year" @BrownMarubozu on X 2025-06-27 15:16:37 UTC 4936 followers, XXX 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 on X 2025-02-08 01:35:43 UTC 4934 followers, 22.3K engagements
"@donuts2donuts @REJonasMartin @sidecarcap $BRK is not ahead of $FFH.TO for the last XX years" @BrownMarubozu on X 2025-06-30 02:39:51 UTC 4934 followers, XXX 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 on X 2025-07-19 00:12:00 UTC 4935 followers, 1608 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 on X 2025-06-17 21:16:17 UTC 4935 followers, 3113 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 $GFR.TO" @BrownMarubozu on X 2025-05-31 17:03:10 UTC 4935 followers, 1383 engagements
"$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 on X 2025-05-28 12:46:42 UTC 4932 followers, 4678 engagements
"Debating $BRK vs $FFH.TO with Berkshire fans is a reminder: investing is dominated by narrative now more than ever. Seems like a real edge for look through investors but it takes more work and one has to be ok looking stupid or being wrong a third of the time" @BrownMarubozu on X 2025-05-22 20:34:07 UTC 4935 followers, 2729 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 on X 2025-06-24 03:57:03 UTC 4936 followers, 6538 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 on X 2025-07-18 23:46:15 UTC 4935 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 on X 2025-07-10 02:33:03 UTC 4932 followers, 2762 engagements
"Andrew Bary with a nice $FFH.TO $FRFHF plug. Can skip to 2:15 if in a hurry" @BrownMarubozu on X 2025-06-30 00:10:33 UTC 4936 followers, 2663 engagements
"@TheWiseIC @NewcomerInvest I own $ELF.TO since 2015 and $FFH.TO since 2021. $ELF.TO I would characterize more as an alternative to equity ETFs at a discount as the insurance company isnt that big a part of NEV" @BrownMarubozu on X 2025-06-24 21:23:16 UTC 4936 followers, XXX engagements
"$FFH.TO often gets compared to $BRK because it copied the P&C insurance hold co model but in reality they have created a better mouse trap. The evidence is in the recent returns which are amplified by higher float to equity leverage than BRK. Shorts however are welcome" @BrownMarubozu on X 2025-06-06 19:49:33 UTC 4935 followers, 9076 engagements
"Im trying to understand if there are investment assumptions that Im missing. I appreciate qualitative issues. Also $BRK may very well outperform $FFH.TO over any reasonable period no matter how unlikely I think that might be. Im wrong a lot and Im not betting against $BRK" @BrownMarubozu on X 2025-06-04 02:58:02 UTC 4932 followers, 1201 engagements
"A few cross currents going into the weekend. Small possibility that $FFH.TO is added to the XX which would be announced tonight but if not could be some selling Monday. Meanwhile the paper copy of Barrons will be on doorsteps tomorrow morning which could lead to buying" @BrownMarubozu on X 2025-06-06 18:45:49 UTC 4936 followers, 4856 engagements
"$FFH.TO $FIH.U Those of us who went on the Fairfax India trip had a chance to listen to @amitabhk87 speak in New Delhi in January. I found him to be incredibly impressive. One thing is clear Fairfax has a network of high quality people in India that is incredibly valuable" @BrownMarubozu on X 2025-06-26 17:56:05 UTC 4936 followers, 2794 engagements
"$FFH.TO s largest equity position has started its buyback post paying a 0.105/sh dividend a few weeks ago" @BrownMarubozu on X 2025-05-16 12:45:24 UTC 4936 followers, 2204 engagements