[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.] #  @VikingVan100 Viking Vancouver Viking Vancouver posts on X about $ffhto, $frfhf, stocks, investment the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1677813362372255744/interactions)  - X Week XXXXXX +74% - X Month XXXXXXX +95% - X Months XXXXXXX +18% - X Year XXXXXXX +71% ### Mentions: XX [#](/creator/twitter::1677813362372255744/posts_active)  - X Week XX +19% - X Month XXX +9.90% - X Months XXX +55% - X Year XXX +70% ### Followers: XXXXX [#](/creator/twitter::1677813362372255744/followers)  - X Week XXXXX +1.20% - X Month XXXXX +2.10% - X Months XXXXX +18% - X Year XXXXX +42% ### CreatorRank: XXXXXXX [#](/creator/twitter::1677813362372255744/influencer_rank)  ### Social Influence [#](/creator/twitter::1677813362372255744/influence) --- **Social category influence** [travel destinations](/list/travel-destinations) XXXXX% [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% [currencies](/list/currencies) XXXX% [exchanges](/list/exchanges) XXXX% **Social topic influence** [$ffhto](/topic/$ffhto) #2, [$frfhf](/topic/$frfhf) #1, [stocks](/topic/stocks) #4550, [investment](/topic/investment) #3497, [$eurobat](/topic/$eurobat) #1, [has been](/topic/has-been) #3164, [click the](/topic/click-the) #1136, [$brk](/topic/$brk) #1, [over the](/topic/over-the) #3144, [$mkl](/topic/$mkl) #1 **Top accounts mentioned or mentioned by** [@brownmarubozu](/creator/undefined) [@aledade3](/creator/undefined) [@villeeu](/creator/undefined) [@kab604](/creator/undefined) [@ohcapideas](/creator/undefined) [@mebongue](/creator/undefined) [@cedarstresearch](/creator/undefined) [@elou795](/creator/undefined) [@ville_eu](/creator/undefined) [@ajbutton2](/creator/undefined) [@newcomerinvest](/creator/undefined) [@bonhoefferkds](/creator/undefined) [@fcompounders](/creator/undefined) [@vincentschulich](/creator/undefined) [@stefbridges](/creator/undefined) [@djebitda](/creator/undefined) [@leeleeks](/creator/undefined) [@billbrewstertbb](/creator/undefined) [@petrolengg](/creator/undefined) [@burgandfan](/creator/undefined) **Top assets mentioned** [Markel, Corp. (MKL)](/topic/$mkl) [Orla Mining Ltd. (ORLA)](/topic/$orla) [Cheeseball (CB)](/topic/$cb) [W R Berkley Corp (WRB)](/topic/$wrb) [Viking Holdings Ltd (VIK)](/topic/$vik) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) ### Top Social Posts [#](/creator/twitter::1677813362372255744/posts) --- Top posts by engagements in the last XX hours "Markel was responsible for Fairfaxs entry into the P/C insur bus XX yrs ago. In 1985 Hamblin Watsa (via The Sixty Two Invest Co) made their first P/C ins purchase - a control stake in Markel Financial (Cda). Prem could have written this letter today. Impressive. $FFH.TO $MKL" [X Link](https://x.com/VikingVan100/status/1888505497428406339) [@VikingVan100](/creator/x/VikingVan100) 2025-02-09T08:29Z 2911 followers, 6519 engagements "Fairfax's equity portfolio continues to perform very well in QTD-Q2. The equities I track are up $1.6b or $XX per Fairfax share (pre-tax). Mark to market increase is $700m or $32/sh. This doesn't include gains from Digit. Currency is a tailwind $FFH.TO $EUROB.AT $OLA.TO $MYTIL.AT" [X Link](https://x.com/VikingVan100/status/1930753664156836159) [@VikingVan100](/creator/x/VikingVan100) 2025-06-05T22:28Z 2922 followers, 6090 engagements "My PDF/book on Fairfax has been updated (680 pages). New posts have been added. I've had lots of help from others like @BrownMarubozu. Click the link to get a free copy. The companion Excel document with models is also there. $FFH.TO $BRK $MKL $CB $WRB" [X Link](https://x.com/VikingVan100/status/1931213367311778292) [@VikingVan100](/creator/x/VikingVan100) 2025-06-07T04:55Z 2933 followers, 29.9K engagements "The Greek Freak (Eurobank) is making a strong push to be MVP of Fairfax's equity holdings in 2025. The MV of $EUROB.AT is up $908m in Q2 (currency is a tailwind). Since inception the total return from this investment is about $3.34b. Excess of FV over MV is about $1.6b. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1939812337898397757) [@VikingVan100](/creator/x/VikingVan100) 2025-06-30T22:24Z 2922 followers, 3391 engagements "As a follow up to my previous post below is the math on the 900m increase in the MV of Fairfax's position in Eurobank in Q2. And XX days into July the position is up another $300m. All Greek banks are getting re-rated higher. Weak US$ is another tailwind. $FFH.TO $EUROB.AT" [X Link](https://x.com/VikingVan100/status/1943424551079285223) [@VikingVan100](/creator/x/VikingVan100) 2025-07-10T21:38Z 2922 followers, 2883 engagements "Grow P/C Insurance by Acquisition (2015-2017) Fortune Favours the Bold'. What did Fairfax do Where did the money come from XX years later was this a good decision for long term shareholders Click the link to read our long-form post. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1944105633747480721) [@VikingVan100](/creator/x/VikingVan100) 2025-07-12T18:44Z 2922 followers, 2265 engagements "Fairfaxs 2nd largest publicly traded equity holding is FFH-TRS giving it exposure to 1.76m FFH shares. YTD-2025 the investment is up $711m or XX% or $XX per FFH share. Exceptional performance. Holding is mark-to-market so gain is captured in reported results. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1948051520857272653) [@VikingVan100](/creator/x/VikingVan100) 2025-07-23T16:04Z 2922 followers, 2640 engagements "Fairfaxs 3rd largest publicly traded equity holding is Orla (a gold miner). The stock hit a new all-time high on July XX. YTD-2025 the position is up $722m or XXX% or $XX per Fairfax share. Exceptional performance. Gold appears to be in a bull market. $FFH.TO $OLA.TO $ORLA" [X Link](https://x.com/VikingVan100/status/1948069791962689547) [@VikingVan100](/creator/x/VikingVan100) 2025-07-23T17:16Z 2922 followers, 2110 engagements "Fairfaxs 4th largest publicly traded equity holding is Fairfax India. YTD-2025 the position is up $218m or XX% or $XX per FFH share. Owns XX% of 3rd largest airport in India (BIAL). India is expected to be the top performing major economy over next decade. $FFH.TO $FIH-U.TO" [X Link](https://x.com/VikingVan100/status/1948070862063808844) [@VikingVan100](/creator/x/VikingVan100) 2025-07-23T17:21Z 2920 followers, 2790 engagements "Fairfaxs 6th largest publicly traded equity holding is Metlen Energy and Metals. YTD-2025 the position is up $209m or XX% or $XX per Fairfax share. Lots of tailwinds for the company. Stock will begin trading on LSE on Aug X. Weak US$ is tailwind for stock. $FFH.TO $MYTIL.AT" [X Link](https://x.com/VikingVan100/status/1948072568151515635) [@VikingVan100](/creator/x/VikingVan100) 2025-07-23T17:27Z 2922 followers, 2273 engagements "My PDF/book on Fairfax has been updated (750 pages). New posts have been added. I've had lots of help from others like @BrownMarubozu. Click the link to get a free copy. The companion Excel document with models is also there. $FFH.TO $BRK $MKL $CB $WRB" [X Link](https://x.com/VikingVan100/status/1948803311160983761) [@VikingVan100](/creator/x/VikingVan100) 2025-07-25T17:51Z 2922 followers, 17.5K engagements "None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1948803761352442336) [@VikingVan100](/creator/x/VikingVan100) 2025-07-25T17:53Z 2922 followers, 1439 engagements "Eurobank is Fairfaxs largest equity holding (by far). With Q2 results the company continues its exceptional performance. My take on Eurobank is posted below. The interim dividend of EURO 0.047/sh will result in a payment of about $65m to Fairfax in Q4. $FFH.TO $FRFHF $EUROB.AT" [X Link](https://x.com/VikingVan100/status/1951722969765749157) [@VikingVan100](/creator/x/VikingVan100) 2025-08-02T19:13Z 2922 followers, 3584 engagements "None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1953483814967124471) [@VikingVan100](/creator/x/VikingVan100) 2025-08-07T15:50Z 2922 followers, 1160 engagements "As we approach the end of the hard market is it time for investors to head for the hills and sell their P/C insurance stocks My guess is this is what Wall Street (analysts) will be saying. Does it make sense Click the link for more. $FFH.TO $BRK $MKL" [X Link](https://x.com/VikingVan100/status/1957536238124335318) [@VikingVan100](/creator/x/VikingVan100) 2025-08-18T20:13Z 2922 followers, 2771 engagements "None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1957536405477040308) [@VikingVan100](/creator/x/VikingVan100) 2025-08-18T20:13Z 2922 followers, XXX engagements "@aledade3 Great question. My view is something changed around 2018. Since then Fairfax has been hitting the ball out of the park with their equity decisions. They put a premium on mgmt balance sheet profitability. Slowly got rid of the dogs. Kept the queens. Today it is magic. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1958240092926980600) [@VikingVan100](/creator/x/VikingVan100) 2025-08-20T18:49Z 2922 followers, XXX engagements "How is Fairfax's equity portfolio performing Q3-QTD To Aug XX it is up about $879m or $37/diluted share (pre-tax). YTD-2025 it is up about $3.6b or XX% or $154/diluted share (pre-tax). Q2 +$2.0b Q1 +785m. Fairfax's equity holdings are performing very well. $FFH.TO $EUROB.AT" [X Link](https://x.com/VikingVan100/status/1960021453035986957) [@VikingVan100](/creator/x/VikingVan100) 2025-08-25T16:48Z 2922 followers, 2625 engagements "None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1975978933809303739) [@VikingVan100](/creator/x/VikingVan100) 2025-10-08T17:37Z 2922 followers, XXX engagements "How are Fairfaxs largest publicly traded equities performing YTD in 2025 The largest Eurobank is up $1.6b or XX% or $XX per Fairfax share. Exceptional. Stock is still cheap. It is an associate holding so the gain in MV is not captured in EPS BV or ROE. $FFH.TO $EUROB.AT" [X Link](https://x.com/VikingVan100/status/1948048277603287521) [@VikingVan100](/creator/x/VikingVan100) 2025-07-23T15:51Z 2935 followers, 3467 engagements "How are Fairfaxs X largest publicly traded equities performing YTD to July XX 2025 Very well. X months into 2025 they have increased in MV by $3.3b or XX% or $153/FFH share. Click the link for details. $FFH.TO $EUROB.AT $OLA.TO $FIH-U.TO $MYTIL.AT" [X Link](https://x.com/VikingVan100/status/1948491020011782364) [@VikingVan100](/creator/x/VikingVan100) 2025-07-24T21:10Z 2935 followers, 23.1K engagements "Tom might want to do some research on a company called Fairfax Financial. Checks all X boxes on his list. And the company should be in his circle of competence. $FFH.TO $MKL PS: @F_Compounders I appreciate all the material you post. Big fan. Thank you" [X Link](https://x.com/VikingVan100/status/1957605700257083905) [@VikingVan100](/creator/x/VikingVan100) 2025-08-19T00:49Z 2935 followers, 6081 engagements "Gold punched through US$4000/oz. Looks like it is going mainstream. Could we see a gold rush with retail investors in 2026 How is Fairfax's investment in Orla (gold miner) performing It is up US$557m in 2025 (MV is $1.2b). Not too shabby. $FFH.TO $OLA.TO $ORLA" [X Link](https://x.com/VikingVan100/status/1975978697489547395) [@VikingVan100](/creator/x/VikingVan100) 2025-10-08T17:36Z 2935 followers, 2888 engagements "None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1980427069017452880) [@VikingVan100](/creator/x/VikingVan100) 2025-10-21T00:13Z 2935 followers, XXX engagements "Over the past XX years Fairfax has delivered a return of XXXX% compounded annually. The company is a unicorn. How did they do it How is the company positioned today Most investors can't answer either question. IMHO $FFH.TO continues to be misunderstood and under appreciated" [X Link](https://x.com/VikingVan100/status/1960784213562810680) [@VikingVan100](/creator/x/VikingVan100) 2025-08-27T19:19Z 2937 followers, 8569 engagements "This is the money-chart. Fairfax (once again) is generating a high return on investments. Sources are nicely diversified (see 2026). Company is very good at this. Total investments to common shareholders' equity leverage is 2.9x. High returns on investments is a big deal. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1962223690021777820) [@VikingVan100](/creator/x/VikingVan100) 2025-08-31T18:39Z 2937 followers, 5947 engagements "One of C. Munger's investing strategies was to find 'financial cannibals' - companies that were eating themselves by doing large buybacks at low prices. Fairfax has taken Munger's good idea and made it even better. Click the link for details. $FFH.TO $BRK" [X Link](https://x.com/VikingVan100/status/1967661420872655246) [@VikingVan100](/creator/x/VikingVan100) 2025-09-15T18:46Z 2937 followers, 4439 engagements "None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1967662862220071313) [@VikingVan100](/creator/x/VikingVan100) 2025-09-15T18:52Z 2937 followers, XXX engagements "My PDF/book on Fairfax has been updated (800 pages). New posts have been added. I've had lots of help from others like @BrownMarubozu . Click the link to get a free copy. The companion Excel document with models is also there. $FFH.TO $BRK $MKL $CB $WRB" [X Link](https://x.com/VikingVan100/status/1970526770094063692) [@VikingVan100](/creator/x/VikingVan100) 2025-09-23T16:32Z 2937 followers, 5240 engagements "Quality control messed up - chart below has correct math. Eurobank is Fairfax's largest equity holding (by far). YTD the stock is up 84%. The MV of FFH stake is up $2.3b. Excess of FV over CV is $2.3b or $100/sh (value not captured in FFH accounting results). $FFH.TO $EUROB.AT" [X Link](https://x.com/VikingVan100/status/1976842718254129545) [@VikingVan100](/creator/x/VikingVan100) 2025-10-11T02:50Z 2937 followers, 2285 engagements "A picture is worth 1000 words. The best performing insurance company (over the past X years) is available at the cheapest valuation (compared to peers). What to do Panic of course. I love Mr. Market. (My guess is Fairfax does too.) $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1980700815351509441) [@VikingVan100](/creator/x/VikingVan100) 2025-10-21T18:20Z 2937 followers, 6695 engagements "David when you get a chance I would love to get a little more of the backstory on how your book (The Fairfax Way) came together. And if it has been written with a specific audience in mind. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1981058818101694596) [@VikingVan100](/creator/x/VikingVan100) 2025-10-22T18:03Z 2937 followers, 3568 engagements "@mebongue For me the biggest lesson learned from Akre's talks/writing is the importance of reinvestment to future returns. Yes this is the other side of the compounding coin. Another important lesson is when you find a compounding machine you hold on to it (they are rare). $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1981077719048999186) [@VikingVan100](/creator/x/VikingVan100) 2025-10-22T19:18Z 2937 followers, XXX engagements "Fairfaxs Q2 earnings results should be out shortly. Click the link below to see my summary: 1.) From the Q1 earnings release/call. 2.) For Q2 earnings (some of the questions I have). I expect a good quarter. The question is how good $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1951017715122184419) [@VikingVan100](/creator/x/VikingVan100) 2025-07-31T20:30Z 2936 followers, 4316 engagements "How were Q2 results for Fairfax Another great quarter. Economic value increased by about $97/share. Diluted EPS = $XX + excess of FV over CV = $XX (after tax). We look at the big picture and review X points. Click the link to read more. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1951391428984316173) [@VikingVan100](/creator/x/VikingVan100) 2025-08-01T21:15Z 2936 followers, 4581 engagements "How much did Fairfax earn in Q2 Fairfax's diluted EPS was $62/sh. Outstanding. But that number excludes the increase in 'excess of FV over CV' of $1b or $34/sh. This puts economic EPS in Q2 at $96/sh. And of course what investors care about is economic value creation. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1953176846708916575) [@VikingVan100](/creator/x/VikingVan100) 2025-08-06T19:30Z 2936 followers, 4393 engagements "I have updated my diluted EPS forecast for Fairfax for 2025 = $183/sh (up from $161/sh). Economic EPS' = $221/sh (includes excess of FV over CV). I have also done an initial earnings estimate for 2026. Click the link below for details. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1953483544346366080) [@VikingVan100](/creator/x/VikingVan100) 2025-08-07T15:49Z 2936 followers, 8853 engagements "Metlen's listing on the LSE (on Aug 4) appears to have been a catalyst for the shares. Fairfax's investment in Metlen is now valued at $762m (making it FFH's 6th largest equity holding). 2025YTD it has increased in MV by about $324m or 77%. Outstanding. $MTLN $MYTIL.AT $FFH.TO" [X Link](https://x.com/VikingVan100/status/1954947849701265719) [@VikingVan100](/creator/x/VikingVan100) 2025-08-11T16:47Z 2935 followers, 8750 engagements "Fairfax's investment in Eurobank is up $675m ($28/diluted FFH share) so far in Q3-2025. It is up $2b YTD-2025. Excess of FV over CV is $2.18b ($92/diluted sh pre-tax). This is value that has been created that is not captured in EPS ROE or BV. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1955326207127588955) [@VikingVan100](/creator/x/VikingVan100) 2025-08-12T17:51Z 2936 followers, 5096 engagements "Fairfax has X income streams. They have increased in size from $2.5b (avg from 2016-21) to $7.4b (2026E). Operating income is now XX% of the total (up from XX% avg from 2016-21). As a result Fairfax has been transformed. Earnings are much larger and much higher quality. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1955709492492136463) [@VikingVan100](/creator/x/VikingVan100) 2025-08-13T19:14Z 2936 followers, 8869 engagements "None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1955709858050953330) [@VikingVan100](/creator/x/VikingVan100) 2025-08-13T19:15Z 2936 followers, 1205 engagements "Fairfax's equity portfolio is under appreciated. Below we list the top XX holdings. The performance of the largest publicly traded holdings has been exceptional (over both the past X mo and X yrs). Portfolio is very well positioned. Sorry detractors. facts are facts. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1958233491134697580) [@VikingVan100](/creator/x/VikingVan100) 2025-08-20T18:23Z 2936 followers, 49.2K engagements "None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1960021638743007244) [@VikingVan100](/creator/x/VikingVan100) 2025-08-25T16:49Z 2936 followers, XXX engagements "@Vincentschulich @Vincentschulich good point. Today Fairfax has a much better P/C insurance business. And it has learned important lessons with its investment management business. My view is $FFH.TO has never been better positioned as a company than it is today - it is just entering its prime" [X Link](https://x.com/VikingVan100/status/1960802991138857179) [@VikingVan100](/creator/x/VikingVan100) 2025-08-27T20:33Z 2936 followers, XXX engagements "None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1962218244678590638) [@VikingVan100](/creator/x/VikingVan100) 2025-08-31T18:17Z 2936 followers, 1131 engagements "@Ville_EU My view is Markel has become a lesser version of Fairfax. P/C insurance business investment management business capital allocation senior management structure - IMHO today all are better at Fairfax. But valuation (P/BV) for both companies is similar. $FFH.TO $MKL" [X Link](https://x.com/VikingVan100/status/1962248043346198638) [@VikingVan100](/creator/x/VikingVan100) 2025-08-31T20:16Z 2936 followers, XXX engagements "Are Fairfaxs investment returns volatile No that is not a trick question. The answer of course depends on the time frame used in the analysis. And that will be determined by whether you are a speculator or investor. Click the link for more. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1962594535705583965) [@VikingVan100](/creator/x/VikingVan100) 2025-09-01T19:12Z 2936 followers, 5596 engagements "None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1962594823493558345) [@VikingVan100](/creator/x/VikingVan100) 2025-09-01T19:14Z 2936 followers, 1182 engagements "None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1966236957266387384) [@VikingVan100](/creator/x/VikingVan100) 2025-09-11T20:26Z 2936 followers, 1351 engagements "My post on 'financial cannibals' from today is a sister article to the one I wrote in May 2024 called:Warren Buffett on Capital Allocation Circle of Competence Margin of Safety and Concentration. Click the link to read this related post. $BRK $FFH.TO" [X Link](https://x.com/VikingVan100/status/1967690264300167520) [@VikingVan100](/creator/x/VikingVan100) 2025-09-15T20:41Z 2936 followers, 2520 engagements "None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1967690803826000275) [@VikingVan100](/creator/x/VikingVan100) 2025-09-15T20:43Z 2936 followers, 1155 engagements "None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1970202657194414114) [@VikingVan100](/creator/x/VikingVan100) 2025-09-22T19:04Z 2936 followers, 1051 engagements "None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1970526992933216407) [@VikingVan100](/creator/x/VikingVan100) 2025-09-23T16:33Z 2935 followers, 1015 engagements "@Stef_Bridges No I do not have any insight into when we will see the Anchorage IPO. The good news is BIAL in continuing to increase in value each year. It is very well run. When the IPO does happen it will be interesting to see what valuation BIAL gets - and how it compares to CV. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1970535378525540734) [@VikingVan100](/creator/x/VikingVan100) 2025-09-23T17:06Z 2935 followers, XXX engagements "@CedarStResearch @DJ_EBITDA I agree. Fairfax has begun the compounding machine part of its journey. It is generating enormous amounts of cash. That it is able to reinvest at high rates of return (because of how it does investment management it has lots of good opportunities). Great set-up. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1970536749698039931) [@VikingVan100](/creator/x/VikingVan100) 2025-09-23T17:12Z 2935 followers, XXX engagements "@elou795 @BrownMarubozu The stock is up XX% YTD. It is up XX% over the past XX months. It is up XXX% over the past X years. It is up XXX% over the past X years. IMHO Fairfaxs recent performance has been stellar :-) $FFH.TO" [X Link](https://x.com/VikingVan100/status/1970540172803736049) [@VikingVan100](/creator/x/VikingVan100) 2025-09-23T17:26Z 2935 followers, XXX engagements "None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1976724718066843792) [@VikingVan100](/creator/x/VikingVan100) 2025-10-10T19:01Z 2935 followers, XXX engagements "None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1976842940619309132) [@VikingVan100](/creator/x/VikingVan100) 2025-10-11T02:50Z 2935 followers, 1014 engagements "Listening to Baker Mayfield reminded me of the journey that Fairfax has been on in recent years. Understanding narrative is an important part of investing. Narrative follows results (it doesn't lead). 'Just gotta be yourself.' Great description of how Fairfax operates. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1977093634601501060) [@VikingVan100](/creator/x/VikingVan100) 2025-10-11T19:27Z 2935 followers, 4474 engagements "Orla a newer investment for Fairfax is quickly turning into one of their best equity investments ever. Stock is up big time today (on positive production guidance). QTD stock is up US$270m. YTD stock is up $806m or XXX% or $34/FFH diluted share. $FFH.TO $ORLA $OLA.TO" [X Link](https://x.com/VikingVan100/status/1978162946141225143) [@VikingVan100](/creator/x/VikingVan100) 2025-10-14T18:16Z 2936 followers, 4462 engagements "None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1978163115956252879) [@VikingVan100](/creator/x/VikingVan100) 2025-10-14T18:16Z 2935 followers, XXX engagements "@Ville_EU Good luck finding a bad equity investment that actually matters. Yes they do have a couple of clunkers but they are so small they are meaningless. The hard work Fairfax put in to upgrade their investment portfolio over the past X years is now paying off in a big way. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1978175897426346010) [@VikingVan100](/creator/x/VikingVan100) 2025-10-14T19:07Z 2935 followers, XXX engagements "@Ville_EU The problem Fairfax has today is investors/analysts still do not grasp/fully appreciate the extent of the upgrades that have been done to the equity portfolio over the past X years - and the impact it is now having/will likely have on the future returns of the company. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1978177534035456161) [@VikingVan100](/creator/x/VikingVan100) 2025-10-14T19:14Z 2935 followers, XXX engagements "On Oct XX 2025 Fairfax announced the sale of their XX% stake in Eurolife's life ins. bus. to Eurobank for $944.7m. Fairfax will also buy XX% of Eurobanks P/C ins. bus. in Cypress for $69m. Both deals are expected to close in Q1 2026. Below are some thoughts. $FFH.TO $EUROB.AT" [X Link](https://x.com/VikingVan100/status/1978223128393199659) [@VikingVan100](/creator/x/VikingVan100) 2025-10-14T22:15Z 2936 followers, 9483 engagements "None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1978224138729722034) [@VikingVan100](/creator/x/VikingVan100) 2025-10-14T22:19Z 2935 followers, 1250 engagements "None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1978518770546008491) [@VikingVan100](/creator/x/VikingVan100) 2025-10-15T17:50Z 2935 followers, 1516 engagements "@kab604 As part of your analysis do you have an earnings estimate for Fairfax for 2026 and 2027 With a build of how you got there $FFH.TO" [X Link](https://x.com/VikingVan100/status/1980707364199383402) [@VikingVan100](/creator/x/VikingVan100) 2025-10-21T18:46Z 2935 followers, XXX engagements "Over the past XX yrs the MV of Fairfaxs stock has CAGR = XXXX% (US$). Much better than peers. How Fairfax has built a better mousetrap. Today we explore the outsized returns they generate on their investment portfolio. Click the link for more. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1962217962154455461) [@VikingVan100](/creator/x/VikingVan100) 2025-08-31T18:16Z 2936 followers, 3764 engagements "In August Fairfax bought back another chunk of their stock at around US$1700/share. Why did they do this My guess is they can do basic math. And they are focussed on growing per share value for shareholders over the long term. I know who thinks like that today $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1966236796884546005) [@VikingVan100](/creator/x/VikingVan100) 2025-09-11T20:25Z 2937 followers, 8003 engagements "Its not whether youre right or wrong its how much you make when youre right and how much you lose when youre wrong Druckenmiller. Our long-form post is on capital allocation and the importance of position size. Click the link for more $FFH.TO $BRK" [X Link](https://x.com/VikingVan100/status/1970202282081079348) [@VikingVan100](/creator/x/VikingVan100) 2025-09-22T19:03Z 2936 followers, 3322 engagements "How did Fairfaxs equity portfolio perform in Q3-2025 Very well. The holdings that I track increased in value by $589m or $25/FFH share (pre-tax). MTM gains = $14/sh. Big gainers Eurobank continues its spectacular run. $EUROB.AT Other winners: $ORLA $OLA.TO $CLF $FOM.TO $FFH.TO" [X Link](https://x.com/VikingVan100/status/1978518592246182232) [@VikingVan100](/creator/x/VikingVan100) 2025-10-15T17:49Z 2936 followers, 2554 engagements "How much is the intrinsic value of Fairfax going up each year That is the question we attempt to answer in our short post below. A related question. Does 'hidden value' compound just like 'known value' No that is not a trick question. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1980426887336993091) [@VikingVan100](/creator/x/VikingVan100) 2025-10-21T00:12Z 2937 followers, 6089 engagements "@lee_leeks Good question. Investors/analysts are slowly getting back up to speed on Fairfax. Some parts of the FFH story are still emerging - like the growth in the value of hidden assets. Over time as FFH continues to monetize these assets more investors will figure it out. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1980514636475834613) [@VikingVan100](/creator/x/VikingVan100) 2025-10-21T06:01Z 2937 followers, XXX engagements "Chuck Akre is one of the investing greats. He delivered very good returns over the long term. He was also a good communicator/teacher. In our post we explore Akres wisdom. To see what it can teach us about Fairfax. Click the link for more. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1980719831960940958) [@VikingVan100](/creator/x/VikingVan100) 2025-10-21T19:36Z 2937 followers, 1482 engagements "None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1980719990170087883) [@VikingVan100](/creator/x/VikingVan100) 2025-10-21T19:37Z 2937 followers, XXX engagements "Below are some of the reviews for the new book on Fairfax from author David Thomas called: The Fairfax Way: Inside Prem Watsa's Secret to Lasting Success. On pre-order/available Nov XX. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1980788784603230561) [@VikingVan100](/creator/x/VikingVan100) 2025-10-22T00:10Z 2937 followers, 9136 engagements "@BillBrewsterTBB @BrownMarubozu Great point. People also conflate X things: 1.) Insurance - a tough business. 2.) Insurance companies - can be wonderful investment vehicles. Buffetts genius is he got both right (disciplined UW; invest in equities). Fairfax has taken the baton from Buffett. $BRK $FFH.TO" [X Link](https://x.com/VikingVan100/status/1981207288695443884) [@VikingVan100](/creator/x/VikingVan100) 2025-10-23T03:53Z 2937 followers, XXX 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.]
@VikingVan100 Viking Vancouver
Viking Vancouver posts on X about $ffhto, $frfhf, stocks, investment the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX +74%
- X Month XXXXXXX +95%
- X Months XXXXXXX +18%
- X Year XXXXXXX +71%
Mentions: XX #
- X Week XX +19%
- X Month XXX +9.90%
- X Months XXX +55%
- X Year XXX +70%
Followers: XXXXX #
- X Week XXXXX +1.20%
- X Month XXXXX +2.10%
- X Months XXXXX +18%
- X Year XXXXX +42%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence travel destinations XXXXX% finance XXXXX% stocks XXXX% cryptocurrencies XXXX% countries XXXX% currencies XXXX% exchanges XXXX%
Social topic influence $ffhto #2, $frfhf #1, stocks #4550, investment #3497, $eurobat #1, has been #3164, click the #1136, $brk #1, over the #3144, $mkl #1
Top accounts mentioned or mentioned by @brownmarubozu @aledade3 @villeeu @kab604 @ohcapideas @mebongue @cedarstresearch @elou795 @ville_eu @ajbutton2 @newcomerinvest @bonhoefferkds @fcompounders @vincentschulich @stefbridges @djebitda @leeleeks @billbrewstertbb @petrolengg @burgandfan
Top assets mentioned Markel, Corp. (MKL) Orla Mining Ltd. (ORLA) Cheeseball (CB) W R Berkley Corp (WRB) Viking Holdings Ltd (VIK) Cleveland-Cliffs, Inc. (CLF)
Top Social Posts #
Top posts by engagements in the last XX hours
"Markel was responsible for Fairfaxs entry into the P/C insur bus XX yrs ago. In 1985 Hamblin Watsa (via The Sixty Two Invest Co) made their first P/C ins purchase - a control stake in Markel Financial (Cda). Prem could have written this letter today. Impressive. $FFH.TO $MKL"
X Link @VikingVan100 2025-02-09T08:29Z 2911 followers, 6519 engagements
"Fairfax's equity portfolio continues to perform very well in QTD-Q2. The equities I track are up $1.6b or $XX per Fairfax share (pre-tax). Mark to market increase is $700m or $32/sh. This doesn't include gains from Digit. Currency is a tailwind $FFH.TO $EUROB.AT $OLA.TO $MYTIL.AT"
X Link @VikingVan100 2025-06-05T22:28Z 2922 followers, 6090 engagements
"My PDF/book on Fairfax has been updated (680 pages). New posts have been added. I've had lots of help from others like @BrownMarubozu. Click the link to get a free copy. The companion Excel document with models is also there. $FFH.TO $BRK $MKL $CB $WRB"
X Link @VikingVan100 2025-06-07T04:55Z 2933 followers, 29.9K engagements
"The Greek Freak (Eurobank) is making a strong push to be MVP of Fairfax's equity holdings in 2025. The MV of $EUROB.AT is up $908m in Q2 (currency is a tailwind). Since inception the total return from this investment is about $3.34b. Excess of FV over MV is about $1.6b. $FFH.TO"
X Link @VikingVan100 2025-06-30T22:24Z 2922 followers, 3391 engagements
"As a follow up to my previous post below is the math on the 900m increase in the MV of Fairfax's position in Eurobank in Q2. And XX days into July the position is up another $300m. All Greek banks are getting re-rated higher. Weak US$ is another tailwind. $FFH.TO $EUROB.AT"
X Link @VikingVan100 2025-07-10T21:38Z 2922 followers, 2883 engagements
"Grow P/C Insurance by Acquisition (2015-2017) Fortune Favours the Bold'. What did Fairfax do Where did the money come from XX years later was this a good decision for long term shareholders Click the link to read our long-form post. $FFH.TO $FRFHF"
X Link @VikingVan100 2025-07-12T18:44Z 2922 followers, 2265 engagements
"Fairfaxs 2nd largest publicly traded equity holding is FFH-TRS giving it exposure to 1.76m FFH shares. YTD-2025 the investment is up $711m or XX% or $XX per FFH share. Exceptional performance. Holding is mark-to-market so gain is captured in reported results. $FFH.TO $FRFHF"
X Link @VikingVan100 2025-07-23T16:04Z 2922 followers, 2640 engagements
"Fairfaxs 3rd largest publicly traded equity holding is Orla (a gold miner). The stock hit a new all-time high on July XX. YTD-2025 the position is up $722m or XXX% or $XX per Fairfax share. Exceptional performance. Gold appears to be in a bull market. $FFH.TO $OLA.TO $ORLA"
X Link @VikingVan100 2025-07-23T17:16Z 2922 followers, 2110 engagements
"Fairfaxs 4th largest publicly traded equity holding is Fairfax India. YTD-2025 the position is up $218m or XX% or $XX per FFH share. Owns XX% of 3rd largest airport in India (BIAL). India is expected to be the top performing major economy over next decade. $FFH.TO $FIH-U.TO"
X Link @VikingVan100 2025-07-23T17:21Z 2920 followers, 2790 engagements
"Fairfaxs 6th largest publicly traded equity holding is Metlen Energy and Metals. YTD-2025 the position is up $209m or XX% or $XX per Fairfax share. Lots of tailwinds for the company. Stock will begin trading on LSE on Aug X. Weak US$ is tailwind for stock. $FFH.TO $MYTIL.AT"
X Link @VikingVan100 2025-07-23T17:27Z 2922 followers, 2273 engagements
"My PDF/book on Fairfax has been updated (750 pages). New posts have been added. I've had lots of help from others like @BrownMarubozu. Click the link to get a free copy. The companion Excel document with models is also there. $FFH.TO $BRK $MKL $CB $WRB"
X Link @VikingVan100 2025-07-25T17:51Z 2922 followers, 17.5K engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link @VikingVan100 2025-07-25T17:53Z 2922 followers, 1439 engagements
"Eurobank is Fairfaxs largest equity holding (by far). With Q2 results the company continues its exceptional performance. My take on Eurobank is posted below. The interim dividend of EURO 0.047/sh will result in a payment of about $65m to Fairfax in Q4. $FFH.TO $FRFHF $EUROB.AT"
X Link @VikingVan100 2025-08-02T19:13Z 2922 followers, 3584 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link @VikingVan100 2025-08-07T15:50Z 2922 followers, 1160 engagements
"As we approach the end of the hard market is it time for investors to head for the hills and sell their P/C insurance stocks My guess is this is what Wall Street (analysts) will be saying. Does it make sense Click the link for more. $FFH.TO $BRK $MKL"
X Link @VikingVan100 2025-08-18T20:13Z 2922 followers, 2771 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link @VikingVan100 2025-08-18T20:13Z 2922 followers, XXX engagements
"@aledade3 Great question. My view is something changed around 2018. Since then Fairfax has been hitting the ball out of the park with their equity decisions. They put a premium on mgmt balance sheet profitability. Slowly got rid of the dogs. Kept the queens. Today it is magic. $FFH.TO"
X Link @VikingVan100 2025-08-20T18:49Z 2922 followers, XXX engagements
"How is Fairfax's equity portfolio performing Q3-QTD To Aug XX it is up about $879m or $37/diluted share (pre-tax). YTD-2025 it is up about $3.6b or XX% or $154/diluted share (pre-tax). Q2 +$2.0b Q1 +785m. Fairfax's equity holdings are performing very well. $FFH.TO $EUROB.AT"
X Link @VikingVan100 2025-08-25T16:48Z 2922 followers, 2625 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link @VikingVan100 2025-10-08T17:37Z 2922 followers, XXX engagements
"How are Fairfaxs largest publicly traded equities performing YTD in 2025 The largest Eurobank is up $1.6b or XX% or $XX per Fairfax share. Exceptional. Stock is still cheap. It is an associate holding so the gain in MV is not captured in EPS BV or ROE. $FFH.TO $EUROB.AT"
X Link @VikingVan100 2025-07-23T15:51Z 2935 followers, 3467 engagements
"How are Fairfaxs X largest publicly traded equities performing YTD to July XX 2025 Very well. X months into 2025 they have increased in MV by $3.3b or XX% or $153/FFH share. Click the link for details. $FFH.TO $EUROB.AT $OLA.TO $FIH-U.TO $MYTIL.AT"
X Link @VikingVan100 2025-07-24T21:10Z 2935 followers, 23.1K engagements
"Tom might want to do some research on a company called Fairfax Financial. Checks all X boxes on his list. And the company should be in his circle of competence. $FFH.TO $MKL PS: @F_Compounders I appreciate all the material you post. Big fan. Thank you"
X Link @VikingVan100 2025-08-19T00:49Z 2935 followers, 6081 engagements
"Gold punched through US$4000/oz. Looks like it is going mainstream. Could we see a gold rush with retail investors in 2026 How is Fairfax's investment in Orla (gold miner) performing It is up US$557m in 2025 (MV is $1.2b). Not too shabby. $FFH.TO $OLA.TO $ORLA"
X Link @VikingVan100 2025-10-08T17:36Z 2935 followers, 2888 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link @VikingVan100 2025-10-21T00:13Z 2935 followers, XXX engagements
"Over the past XX years Fairfax has delivered a return of XXXX% compounded annually. The company is a unicorn. How did they do it How is the company positioned today Most investors can't answer either question. IMHO $FFH.TO continues to be misunderstood and under appreciated"
X Link @VikingVan100 2025-08-27T19:19Z 2937 followers, 8569 engagements
"This is the money-chart. Fairfax (once again) is generating a high return on investments. Sources are nicely diversified (see 2026). Company is very good at this. Total investments to common shareholders' equity leverage is 2.9x. High returns on investments is a big deal. $FFH.TO"
X Link @VikingVan100 2025-08-31T18:39Z 2937 followers, 5947 engagements
"One of C. Munger's investing strategies was to find 'financial cannibals' - companies that were eating themselves by doing large buybacks at low prices. Fairfax has taken Munger's good idea and made it even better. Click the link for details. $FFH.TO $BRK"
X Link @VikingVan100 2025-09-15T18:46Z 2937 followers, 4439 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link @VikingVan100 2025-09-15T18:52Z 2937 followers, XXX engagements
"My PDF/book on Fairfax has been updated (800 pages). New posts have been added. I've had lots of help from others like @BrownMarubozu . Click the link to get a free copy. The companion Excel document with models is also there. $FFH.TO $BRK $MKL $CB $WRB"
X Link @VikingVan100 2025-09-23T16:32Z 2937 followers, 5240 engagements
"Quality control messed up - chart below has correct math. Eurobank is Fairfax's largest equity holding (by far). YTD the stock is up 84%. The MV of FFH stake is up $2.3b. Excess of FV over CV is $2.3b or $100/sh (value not captured in FFH accounting results). $FFH.TO $EUROB.AT"
X Link @VikingVan100 2025-10-11T02:50Z 2937 followers, 2285 engagements
"A picture is worth 1000 words. The best performing insurance company (over the past X years) is available at the cheapest valuation (compared to peers). What to do Panic of course. I love Mr. Market. (My guess is Fairfax does too.) $FFH.TO $FRFHF"
X Link @VikingVan100 2025-10-21T18:20Z 2937 followers, 6695 engagements
"David when you get a chance I would love to get a little more of the backstory on how your book (The Fairfax Way) came together. And if it has been written with a specific audience in mind. $FFH.TO $FRFHF"
X Link @VikingVan100 2025-10-22T18:03Z 2937 followers, 3568 engagements
"@mebongue For me the biggest lesson learned from Akre's talks/writing is the importance of reinvestment to future returns. Yes this is the other side of the compounding coin. Another important lesson is when you find a compounding machine you hold on to it (they are rare). $FFH.TO $FRFHF"
X Link @VikingVan100 2025-10-22T19:18Z 2937 followers, XXX engagements
"Fairfaxs Q2 earnings results should be out shortly. Click the link below to see my summary: 1.) From the Q1 earnings release/call. 2.) For Q2 earnings (some of the questions I have). I expect a good quarter. The question is how good $FFH.TO $FRFHF"
X Link @VikingVan100 2025-07-31T20:30Z 2936 followers, 4316 engagements
"How were Q2 results for Fairfax Another great quarter. Economic value increased by about $97/share. Diluted EPS = $XX + excess of FV over CV = $XX (after tax). We look at the big picture and review X points. Click the link to read more. $FFH.TO $FRFHF"
X Link @VikingVan100 2025-08-01T21:15Z 2936 followers, 4581 engagements
"How much did Fairfax earn in Q2 Fairfax's diluted EPS was $62/sh. Outstanding. But that number excludes the increase in 'excess of FV over CV' of $1b or $34/sh. This puts economic EPS in Q2 at $96/sh. And of course what investors care about is economic value creation. $FFH.TO"
X Link @VikingVan100 2025-08-06T19:30Z 2936 followers, 4393 engagements
"I have updated my diluted EPS forecast for Fairfax for 2025 = $183/sh (up from $161/sh). Economic EPS' = $221/sh (includes excess of FV over CV). I have also done an initial earnings estimate for 2026. Click the link below for details. $FFH.TO $FRFHF"
X Link @VikingVan100 2025-08-07T15:49Z 2936 followers, 8853 engagements
"Metlen's listing on the LSE (on Aug 4) appears to have been a catalyst for the shares. Fairfax's investment in Metlen is now valued at $762m (making it FFH's 6th largest equity holding). 2025YTD it has increased in MV by about $324m or 77%. Outstanding. $MTLN $MYTIL.AT $FFH.TO"
X Link @VikingVan100 2025-08-11T16:47Z 2935 followers, 8750 engagements
"Fairfax's investment in Eurobank is up $675m ($28/diluted FFH share) so far in Q3-2025. It is up $2b YTD-2025. Excess of FV over CV is $2.18b ($92/diluted sh pre-tax). This is value that has been created that is not captured in EPS ROE or BV. $FFH.TO"
X Link @VikingVan100 2025-08-12T17:51Z 2936 followers, 5096 engagements
"Fairfax has X income streams. They have increased in size from $2.5b (avg from 2016-21) to $7.4b (2026E). Operating income is now XX% of the total (up from XX% avg from 2016-21). As a result Fairfax has been transformed. Earnings are much larger and much higher quality. $FFH.TO"
X Link @VikingVan100 2025-08-13T19:14Z 2936 followers, 8869 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link @VikingVan100 2025-08-13T19:15Z 2936 followers, 1205 engagements
"Fairfax's equity portfolio is under appreciated. Below we list the top XX holdings. The performance of the largest publicly traded holdings has been exceptional (over both the past X mo and X yrs). Portfolio is very well positioned. Sorry detractors. facts are facts. $FFH.TO"
X Link @VikingVan100 2025-08-20T18:23Z 2936 followers, 49.2K engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link @VikingVan100 2025-08-25T16:49Z 2936 followers, XXX engagements
"@Vincentschulich @Vincentschulich good point. Today Fairfax has a much better P/C insurance business. And it has learned important lessons with its investment management business. My view is $FFH.TO has never been better positioned as a company than it is today - it is just entering its prime"
X Link @VikingVan100 2025-08-27T20:33Z 2936 followers, XXX engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link @VikingVan100 2025-08-31T18:17Z 2936 followers, 1131 engagements
"@Ville_EU My view is Markel has become a lesser version of Fairfax. P/C insurance business investment management business capital allocation senior management structure - IMHO today all are better at Fairfax. But valuation (P/BV) for both companies is similar. $FFH.TO $MKL"
X Link @VikingVan100 2025-08-31T20:16Z 2936 followers, XXX engagements
"Are Fairfaxs investment returns volatile No that is not a trick question. The answer of course depends on the time frame used in the analysis. And that will be determined by whether you are a speculator or investor. Click the link for more. $FFH.TO"
X Link @VikingVan100 2025-09-01T19:12Z 2936 followers, 5596 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link @VikingVan100 2025-09-01T19:14Z 2936 followers, 1182 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link @VikingVan100 2025-09-11T20:26Z 2936 followers, 1351 engagements
"My post on 'financial cannibals' from today is a sister article to the one I wrote in May 2024 called:Warren Buffett on Capital Allocation Circle of Competence Margin of Safety and Concentration. Click the link to read this related post. $BRK $FFH.TO"
X Link @VikingVan100 2025-09-15T20:41Z 2936 followers, 2520 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link @VikingVan100 2025-09-15T20:43Z 2936 followers, 1155 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link @VikingVan100 2025-09-22T19:04Z 2936 followers, 1051 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link @VikingVan100 2025-09-23T16:33Z 2935 followers, 1015 engagements
"@Stef_Bridges No I do not have any insight into when we will see the Anchorage IPO. The good news is BIAL in continuing to increase in value each year. It is very well run. When the IPO does happen it will be interesting to see what valuation BIAL gets - and how it compares to CV. $FFH.TO"
X Link @VikingVan100 2025-09-23T17:06Z 2935 followers, XXX engagements
"@CedarStResearch @DJ_EBITDA I agree. Fairfax has begun the compounding machine part of its journey. It is generating enormous amounts of cash. That it is able to reinvest at high rates of return (because of how it does investment management it has lots of good opportunities). Great set-up. $FFH.TO"
X Link @VikingVan100 2025-09-23T17:12Z 2935 followers, XXX engagements
"@elou795 @BrownMarubozu The stock is up XX% YTD. It is up XX% over the past XX months. It is up XXX% over the past X years. It is up XXX% over the past X years. IMHO Fairfaxs recent performance has been stellar :-) $FFH.TO"
X Link @VikingVan100 2025-09-23T17:26Z 2935 followers, XXX engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link @VikingVan100 2025-10-10T19:01Z 2935 followers, XXX engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link @VikingVan100 2025-10-11T02:50Z 2935 followers, 1014 engagements
"Listening to Baker Mayfield reminded me of the journey that Fairfax has been on in recent years. Understanding narrative is an important part of investing. Narrative follows results (it doesn't lead). 'Just gotta be yourself.' Great description of how Fairfax operates. $FFH.TO"
X Link @VikingVan100 2025-10-11T19:27Z 2935 followers, 4474 engagements
"Orla a newer investment for Fairfax is quickly turning into one of their best equity investments ever. Stock is up big time today (on positive production guidance). QTD stock is up US$270m. YTD stock is up $806m or XXX% or $34/FFH diluted share. $FFH.TO $ORLA $OLA.TO"
X Link @VikingVan100 2025-10-14T18:16Z 2936 followers, 4462 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link @VikingVan100 2025-10-14T18:16Z 2935 followers, XXX engagements
"@Ville_EU Good luck finding a bad equity investment that actually matters. Yes they do have a couple of clunkers but they are so small they are meaningless. The hard work Fairfax put in to upgrade their investment portfolio over the past X years is now paying off in a big way. $FFH.TO"
X Link @VikingVan100 2025-10-14T19:07Z 2935 followers, XXX engagements
"@Ville_EU The problem Fairfax has today is investors/analysts still do not grasp/fully appreciate the extent of the upgrades that have been done to the equity portfolio over the past X years - and the impact it is now having/will likely have on the future returns of the company. $FFH.TO"
X Link @VikingVan100 2025-10-14T19:14Z 2935 followers, XXX engagements
"On Oct XX 2025 Fairfax announced the sale of their XX% stake in Eurolife's life ins. bus. to Eurobank for $944.7m. Fairfax will also buy XX% of Eurobanks P/C ins. bus. in Cypress for $69m. Both deals are expected to close in Q1 2026. Below are some thoughts. $FFH.TO $EUROB.AT"
X Link @VikingVan100 2025-10-14T22:15Z 2936 followers, 9483 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link @VikingVan100 2025-10-14T22:19Z 2935 followers, 1250 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link @VikingVan100 2025-10-15T17:50Z 2935 followers, 1516 engagements
"@kab604 As part of your analysis do you have an earnings estimate for Fairfax for 2026 and 2027 With a build of how you got there $FFH.TO"
X Link @VikingVan100 2025-10-21T18:46Z 2935 followers, XXX engagements
"Over the past XX yrs the MV of Fairfaxs stock has CAGR = XXXX% (US$). Much better than peers. How Fairfax has built a better mousetrap. Today we explore the outsized returns they generate on their investment portfolio. Click the link for more. $FFH.TO"
X Link @VikingVan100 2025-08-31T18:16Z 2936 followers, 3764 engagements
"In August Fairfax bought back another chunk of their stock at around US$1700/share. Why did they do this My guess is they can do basic math. And they are focussed on growing per share value for shareholders over the long term. I know who thinks like that today $FFH.TO $FRFHF"
X Link @VikingVan100 2025-09-11T20:25Z 2937 followers, 8003 engagements
"Its not whether youre right or wrong its how much you make when youre right and how much you lose when youre wrong Druckenmiller. Our long-form post is on capital allocation and the importance of position size. Click the link for more $FFH.TO $BRK"
X Link @VikingVan100 2025-09-22T19:03Z 2936 followers, 3322 engagements
"How did Fairfaxs equity portfolio perform in Q3-2025 Very well. The holdings that I track increased in value by $589m or $25/FFH share (pre-tax). MTM gains = $14/sh. Big gainers Eurobank continues its spectacular run. $EUROB.AT Other winners: $ORLA $OLA.TO $CLF $FOM.TO $FFH.TO"
X Link @VikingVan100 2025-10-15T17:49Z 2936 followers, 2554 engagements
"How much is the intrinsic value of Fairfax going up each year That is the question we attempt to answer in our short post below. A related question. Does 'hidden value' compound just like 'known value' No that is not a trick question. $FFH.TO $FRFHF"
X Link @VikingVan100 2025-10-21T00:12Z 2937 followers, 6089 engagements
"@lee_leeks Good question. Investors/analysts are slowly getting back up to speed on Fairfax. Some parts of the FFH story are still emerging - like the growth in the value of hidden assets. Over time as FFH continues to monetize these assets more investors will figure it out. $FFH.TO"
X Link @VikingVan100 2025-10-21T06:01Z 2937 followers, XXX engagements
"Chuck Akre is one of the investing greats. He delivered very good returns over the long term. He was also a good communicator/teacher. In our post we explore Akres wisdom. To see what it can teach us about Fairfax. Click the link for more. $FFH.TO"
X Link @VikingVan100 2025-10-21T19:36Z 2937 followers, 1482 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link @VikingVan100 2025-10-21T19:37Z 2937 followers, XXX engagements
"Below are some of the reviews for the new book on Fairfax from author David Thomas called: The Fairfax Way: Inside Prem Watsa's Secret to Lasting Success. On pre-order/available Nov XX. $FFH.TO $FRFHF"
X Link @VikingVan100 2025-10-22T00:10Z 2937 followers, 9136 engagements
"@BillBrewsterTBB @BrownMarubozu Great point. People also conflate X things: 1.) Insurance - a tough business. 2.) Insurance companies - can be wonderful investment vehicles. Buffetts genius is he got both right (disciplined UW; invest in equities). Fairfax has taken the baton from Buffett. $BRK $FFH.TO"
X Link @VikingVan100 2025-10-23T03:53Z 2937 followers, XXX engagements