[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.] #  @NigelWoodman Nigel Woodman Nigel Woodman posts on X about $ffhto, balance sheet, poke, $ffhtos the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::24995883/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +4,515% - X Months XXXXXX +1,197% - X Year XXXXXX +9,375% ### Mentions: X [#](/creator/twitter::24995883/posts_active)  - X Months XX +33% - X Year XX +600% ### Followers: XXX [#](/creator/twitter::24995883/followers)  - X Week XXX +1% - X Month XXX +42% - X Months XXX +74% - X Year XXX -XX% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::24995883/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [$ffhto](/topic/$ffhto) #15, [balance sheet](/topic/balance-sheet) 5.56%, [poke](/topic/poke) 5.56%, [$ffhtos](/topic/$ffhtos) 5.56%, [all the](/topic/all-the) 5.56%, [sunday](/topic/sunday) 5.56%, [melbourne](/topic/melbourne) 5.56%, [diy](/topic/diy) 5.56%, [commodities](/topic/commodities) 5.56%, [texture](/topic/texture) XXXX% **Top accounts mentioned or mentioned by** [@brownmarubozu](/creator/undefined) [@vikingvan100](/creator/undefined) [@billbrewstertbb](/creator/undefined) [@vanckzhu](/creator/undefined) [@leeleeks](/creator/undefined) [@lee_leeks](/creator/undefined) ### Top Social Posts Top posts by engagements in the last XX hours "@BrownMarubozu If its a pair trade then the long is likely overvalued tech. Good luck there. In the meantime Fairfax is hopefully in full all you can eat cannibal mode" [X Link](https://x.com/NigelWoodman/status/1996077580563427535) 2025-12-03T04:42Z XXX followers, XXX engagements "@BrownMarubozu @BillBrewsterTBB @lee_leeks Thats a good way of looking at it. Fairfaxs balance sheet and credit rating also comes into its own when they have to roll later this decade too" [X Link](https://x.com/NigelWoodman/status/1996354316710637623) 2025-12-03T23:02Z XXX followers, XX engagements "@VikingVan100 thanks for this. It looks well considered as always. I thought I might have a poke around in $FFH.TOs Aladdins cave and these are some of the more short term additions to earnings (some a little speculative) but longer term I believe are bankable. All the while the meat and potatoes that you estimated get ploughed back in a sensible and accretive way" [X Link](https://x.com/NigelWoodman/status/1994905307240358326) 2025-11-29T23:04Z XXX followers, 1317 engagements "@VikingVan100 We can apply the same poke around in the cave to book value too. These are in addition to excess of fair value. All things considered not difficult to see why $FFH.TO see their own shares as good value" [X Link](https://x.com/NigelWoodman/status/1994906126408921470) 2025-11-29T23:07Z XXX followers, 2773 engagements "Its a rainy Sunday afternoon here in Melbourne so indulge me. I have had along long running thesis that for Prem to build the XXX year company at $FFH.TO the best way to do this to focus on the lower rungs of Maslows hierarchy rather than chase the the higher overpriced rungs. This is not to say they cant DIY those rungs which I think they are actually doing that in spades top. But lets focus on the lower rungs for a moment that are arguably less sexy but harder to disrupt (some help from my friend Gemini 3): The Recipe: "Maslows Anti-Fragile Stew" Chef: Prem Watsa / Fairfax Financial Prep" [X Link](https://x.com/NigelWoodman/status/1995039183803748402) 2025-11-30T07:56Z XXX followers, 5453 engagements "2. The Binder: Animal Protein (Ovostar) - The Ingredient: Ovostar Union (Ukraine/Europe) - Kitchen Role: The Eggs. - Why it works: In baking eggs bind the ingredients together. In a diet they are the cheapest most efficient form of animal protein. - The "Unsexy" Reality: Its thousands of chickens in sheds. It smells. It faces avian flu risks. - The "Irreplaceable" Value: Ovostar is one of the lowest-cost egg producers in Europe. When inflation hits and consumers stop buying steak they buy eggs. This is the "recession-proof" protein. X. The Substance: Vegetable Protein (AGT Poortman) - The" [X Link](https://x.com/NigelWoodman/status/1995039700311314837) 2025-11-30T07:58Z XXX followers, XXX engagements "4. The Flavor & Texture: Processing (Meadow Foods) - The Ingredient: Meadow Foods (UK) - Kitchen Role: The Cream Butter & Chocolate Crumb. - Why it works: This turns the raw commodities into something the end-user (Nestl/Unilever) can actually use. It adds the "value-add" texture. - The "Unsexy" Reality: Its industrial processing. Its tanks pipes and pasteurization. - The "Irreplaceable" Value: They are the "Intel Inside" for food giants. If Meadow stops producing chocolate crumb the chocolate bars on supermarket shelves stop tasting the same. That creates incredibly sticky customer loyalty." [X Link](https://x.com/NigelWoodman/status/1995040412181184688) 2025-11-30T08:01Z XXX followers, XXX engagements "Interesting cop out. I think $FFH.TO is arguably designed to generate 3-5 year alpha by design. Float leverage 3:1 and then some of the best bond investors in the business plus equity allocators that seem to be finding their own. Its not always going to be a 8-10% return on the portfolio plus CRs in the low 90s. However when its working it seems like they will be buying in 3-5% of their shares if they consider the market is mis-pricing. On balance not difficult to see XX% BVPS growth as a base rather than a reality that may be 1-2 pts higher" [X Link](https://x.com/NigelWoodman/status/1995804211741909097) 2025-12-02T10:36Z XXX followers, XXX engagements "@BrownMarubozu Also worth mapping the short thesis vs Fairfax $FFH.TO. We all have a different number for what the hidden assets are worth but you get the idea" [X Link](https://x.com/NigelWoodman/status/1996106983871840331) 2025-12-03T06:39Z XXX followers, 2850 engagements "@BrownMarubozu @BillBrewsterTBB @lee_leeks Perhaps along these lines" [X Link](https://x.com/NigelWoodman/status/1996346988481417675) 2025-12-03T22:33Z XXX followers, XX engagements "I think this is quite astute. A bet on the banks is a bet on credit expansion. Fairfax is progressively positioned to benefit from credit expansion via its non-insurance subs: retail restaurants etc but without the credit risk that the banks carry. Fairfax are not immune to a down turn but its much better to get cash than an IOU or to put it another way manage a sales slow down rather than a default cycle" [X Link](https://x.com/NigelWoodman/status/1997156795945832644) 2025-12-06T04:11Z XXX followers, XX engagements
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@NigelWoodman Nigel Woodman
Nigel Woodman posts on X about $ffhto, balance sheet, poke, $ffhtos the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXX +4,515%
- X Months XXXXXX +1,197%
- X Year XXXXXX +9,375%
Mentions: X #
- X Months XX +33%
- X Year XX +600%
Followers: XXX #
- X Week XXX +1%
- X Month XXX +42%
- X Months XXX +74%
- X Year XXX -XX%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance XXXXX% travel destinations XXXX%
Social topic influence $ffhto #15, balance sheet 5.56%, poke 5.56%, $ffhtos 5.56%, all the 5.56%, sunday 5.56%, melbourne 5.56%, diy 5.56%, commodities 5.56%, texture XXXX%
Top accounts mentioned or mentioned by @brownmarubozu @vikingvan100 @billbrewstertbb @vanckzhu @leeleeks @lee_leeks
Top Social Posts
Top posts by engagements in the last XX hours
"@BrownMarubozu If its a pair trade then the long is likely overvalued tech. Good luck there. In the meantime Fairfax is hopefully in full all you can eat cannibal mode"
X Link 2025-12-03T04:42Z XXX followers, XXX engagements
"@BrownMarubozu @BillBrewsterTBB @lee_leeks Thats a good way of looking at it. Fairfaxs balance sheet and credit rating also comes into its own when they have to roll later this decade too"
X Link 2025-12-03T23:02Z XXX followers, XX engagements
"@VikingVan100 thanks for this. It looks well considered as always. I thought I might have a poke around in $FFH.TOs Aladdins cave and these are some of the more short term additions to earnings (some a little speculative) but longer term I believe are bankable. All the while the meat and potatoes that you estimated get ploughed back in a sensible and accretive way"
X Link 2025-11-29T23:04Z XXX followers, 1317 engagements
"@VikingVan100 We can apply the same poke around in the cave to book value too. These are in addition to excess of fair value. All things considered not difficult to see why $FFH.TO see their own shares as good value"
X Link 2025-11-29T23:07Z XXX followers, 2773 engagements
"Its a rainy Sunday afternoon here in Melbourne so indulge me. I have had along long running thesis that for Prem to build the XXX year company at $FFH.TO the best way to do this to focus on the lower rungs of Maslows hierarchy rather than chase the the higher overpriced rungs. This is not to say they cant DIY those rungs which I think they are actually doing that in spades top. But lets focus on the lower rungs for a moment that are arguably less sexy but harder to disrupt (some help from my friend Gemini 3): The Recipe: "Maslows Anti-Fragile Stew" Chef: Prem Watsa / Fairfax Financial Prep"
X Link 2025-11-30T07:56Z XXX followers, 5453 engagements
"2. The Binder: Animal Protein (Ovostar) - The Ingredient: Ovostar Union (Ukraine/Europe) - Kitchen Role: The Eggs. - Why it works: In baking eggs bind the ingredients together. In a diet they are the cheapest most efficient form of animal protein. - The "Unsexy" Reality: Its thousands of chickens in sheds. It smells. It faces avian flu risks. - The "Irreplaceable" Value: Ovostar is one of the lowest-cost egg producers in Europe. When inflation hits and consumers stop buying steak they buy eggs. This is the "recession-proof" protein. X. The Substance: Vegetable Protein (AGT Poortman) - The"
X Link 2025-11-30T07:58Z XXX followers, XXX engagements
"4. The Flavor & Texture: Processing (Meadow Foods) - The Ingredient: Meadow Foods (UK) - Kitchen Role: The Cream Butter & Chocolate Crumb. - Why it works: This turns the raw commodities into something the end-user (Nestl/Unilever) can actually use. It adds the "value-add" texture. - The "Unsexy" Reality: Its industrial processing. Its tanks pipes and pasteurization. - The "Irreplaceable" Value: They are the "Intel Inside" for food giants. If Meadow stops producing chocolate crumb the chocolate bars on supermarket shelves stop tasting the same. That creates incredibly sticky customer loyalty."
X Link 2025-11-30T08:01Z XXX followers, XXX engagements
"Interesting cop out. I think $FFH.TO is arguably designed to generate 3-5 year alpha by design. Float leverage 3:1 and then some of the best bond investors in the business plus equity allocators that seem to be finding their own. Its not always going to be a 8-10% return on the portfolio plus CRs in the low 90s. However when its working it seems like they will be buying in 3-5% of their shares if they consider the market is mis-pricing. On balance not difficult to see XX% BVPS growth as a base rather than a reality that may be 1-2 pts higher"
X Link 2025-12-02T10:36Z XXX followers, XXX engagements
"@BrownMarubozu Also worth mapping the short thesis vs Fairfax $FFH.TO. We all have a different number for what the hidden assets are worth but you get the idea"
X Link 2025-12-03T06:39Z XXX followers, 2850 engagements
"@BrownMarubozu @BillBrewsterTBB @lee_leeks Perhaps along these lines"
X Link 2025-12-03T22:33Z XXX followers, XX engagements
"I think this is quite astute. A bet on the banks is a bet on credit expansion. Fairfax is progressively positioned to benefit from credit expansion via its non-insurance subs: retail restaurants etc but without the credit risk that the banks carry. Fairfax are not immune to a down turn but its much better to get cash than an IOU or to put it another way manage a sales slow down rather than a default cycle"
X Link 2025-12-06T04:11Z XXX followers, XX engagements