[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, $frfhf, stocks, investment the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1677813362372255744/interactions)  - X Week XXXXXX -XX% - X Month XXXXXX -XX% - X Months XXXXXXX +28% - X Year XXXXXXX +78% ### Mentions: XX [#](/creator/twitter::1677813362372255744/posts_active)  - X Week XX -XX% - X Month XXX +0.89% - X Months XXX +92% - X Year XXX +63% ### Followers: XXXXX [#](/creator/twitter::1677813362372255744/followers)  - X Week XXXXX +0.13% - X Month XXXXX +2.10% - X Months XXXXX +15% - X Year XXXXX +42% ### CreatorRank: XXXXXXX [#](/creator/twitter::1677813362372255744/influencer_rank)  ### Social Influence **Social category influence** [travel destinations](/list/travel-destinations) XXXXX% [finance](/list/finance) XX% [stocks](/list/stocks) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [$ffhto](/topic/$ffhto) #2, [$frfhf](/topic/$frfhf) #1, [stocks](/topic/stocks) 23.53%, [investment](/topic/investment) 10.29%, [insurance](/topic/insurance) #1476, [$brk](/topic/$brk) 7.35%, [financial](/topic/financial) 7.35%, [$orla](/topic/$orla) #4, [$eurobat](/topic/$eurobat) #2, [$olato](/topic/$olato) XXXX% **Top accounts mentioned or mentioned by** [@brownmarubozu](/creator/undefined) [@nigelwoodman](/creator/undefined) [@mrdavidthomas](/creator/undefined) [@galtdaddy](/creator/undefined) [@ajbutton2](/creator/undefined) [@villeeu](/creator/undefined) [@ohcapideas](/creator/undefined) [@billbrewstertbb](/creator/undefined) [@acipartnerhship](/creator/undefined) [@oldretiredhappy](/creator/undefined) [@petrolengg](/creator/undefined) [@unrivaledinvest](/creator/undefined) [@ville_eu](/creator/undefined) **Top assets mentioned** [Orla Mining Ltd. (ORLA)](/topic/$orla) [Viking Holdings Ltd (VIK)](/topic/$vik) [Cheeseball (CB)](/topic/$cb) [Markel, Corp. (MKL)](/topic/$mkl) [W R Berkley Corp (WRB)](/topic/$wrb) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [Algonquin Power & Utilities Corp (AQN)](/topic/$aqn) ### Top Social Posts Top posts by engagements in the last XX hours "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) 2025-09-23T16:32Z 3054 followers, 7329 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/1997032678580015329) 2025-12-05T19:57Z 3054 followers, XXX 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) 2025-08-11T16:47Z 3052 followers, 8868 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) 2025-08-25T16:48Z 3052 followers, 2684 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) 2025-09-15T18:46Z 3052 followers, 4656 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) 2025-09-22T19:03Z 3052 followers, 3426 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) 2025-10-08T17:36Z 3052 followers, 3103 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) 2025-10-11T02:50Z 3054 followers, 2655 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) 2025-10-14T18:16Z 3052 followers, 4947 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) 2025-10-14T22:15Z 3053 followers, 9662 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) 2025-10-15T17:49Z 3054 followers, 2754 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) 2025-10-21T00:12Z 3052 followers, 6757 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) 2025-10-21T18:20Z 3052 followers, 7452 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) 2025-10-21T19:36Z 3052 followers, 1760 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) 2025-10-21T19:37Z 3052 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) 2025-10-22T00:10Z 3052 followers, 12.7K 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) 2025-10-22T18:03Z 3052 followers, 5057 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) 2025-10-23T03:53Z 3052 followers, 2282 engagements "What is Berkshire Hathaways biggest problem today Its size. Was there anything Buffett could have done to mitigate this problem (hint - think buybacks) That is the topic we explore in our post today - click the link for more. $BRK $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1983237759260340592) 2025-10-28T18:21Z 3050 followers, 6269 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/1983237913333907634) 2025-10-28T18:22Z 3052 followers, 1270 engagements "2025 is shaping up to be $FFH.TO best year ever in terms of EPS and increase in economic value/sh. Outstanding. The company has never been better positioned. And the stock is selling off. I love it. Mr Market is amazing. Click the link for preview of Q3" [X Link](https://x.com/VikingVan100/status/1986168408099201384) 2025-11-05T20:27Z 3052 followers, 7208 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/1986168642833424690) 2025-11-05T20:28Z 3052 followers, 1159 engagements "Fairfax has X income streams. The smallest is 'non-insurance consolidated holdings'. It is not small any more coming in at $211m in Q3-2025. What is a new income stream of $XXX million/year (with a strong growth profile) worth Just asking for a friend. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1986570927900139975) 2025-11-06T23:06Z 3052 followers, 7231 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/1986571528109252835) 2025-11-06T23:08Z 3052 followers, 1277 engagements "Fairfax just reported Q3-2025 results. They were very good. More importantly there are many good things going on under the hood at the company. This bodes very well for future results. What are we talking about We will get into the weeds in the coming days. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1986864719660261892) 2025-11-07T18:33Z 3052 followers, 3831 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/1986864859427045787) 2025-11-07T18:34Z 3052 followers, 1089 engagements "Does Fairfaxs have a high quality P/C insurance business Has it changed much over the past decade Does it matterThose are some of the questions we tackle in our post today - through the lens of Q3-2025 results. Click the link for more. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1987317019700834347) 2025-11-09T00:31Z 3052 followers, 7549 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/1987322544551317832) 2025-11-09T00:53Z 3052 followers, 1268 engagements "@MrDavidThomas thanks for posting a few pages from your new book. I still have lots to learn when in comes to Fairfax and I think your book is going to help me out a great deal. I am really looking forward to reading it when it comes out Nov XX. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1987560784386576768) 2025-11-09T16:39Z 3052 followers, 1444 engagements "Fairfax has X income streams that drive earnings. The 4th largest is share of profit of associates. How did it perform in Q3-25 Very well. It came in at $305m (a big beat). Is this income stream about to inflect higher Click the link for more. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1987614435268301069) 2025-11-09T20:13Z 3052 followers, 3279 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/1987616958431572478) 2025-11-09T20:23Z 3052 followers, 1123 engagements "After years of hard work a 5th income stream appears to be breaking out at Fairfax. It is material in size and poised to grow strongly in the coming years. Are investors and analysts paying attention Probably not. Click the link below for more. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1988331241301807465) 2025-11-11T19:41Z 3052 followers, 6504 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/1988332095178224013) 2025-11-11T19:44Z 3052 followers, 1253 engagements "In Q3 Fairfax's fundamentals continued to improve. My earnings estimates for 2025 ($195) and 2026 ($190) have increased. PE = 8x. P/BV = XXX with high teens ROE. Lots more value creation happening not captured in accounting results. High quality company on sale. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1988699847067844746) 2025-11-12T20:06Z 3053 followers, 6550 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/1988699940646973849) 2025-11-12T20:06Z 3052 followers, XXX engagements "Fairfax's equity portfolio has been performing very well in 2025. It is not just the big boys like Eurobank and Orla Mining. Many smaller holdings have also been performing well - like Altius Minerals. YTD2025 its MV is up US$81m or XX% (from $127m to $208m). $ALS.TO $FFH.TO" [X Link](https://x.com/VikingVan100/status/1989118314753503395) 2025-11-13T23:48Z 3053 followers, 2723 engagements "Just got my copy from Indigo as well. Half way through lots of good learnings so far. An example: building out a third earnings engine has been a conscious decision - with one of the goals being improved earnings stability. Gotta go :-) $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1989432352809050540) 2025-11-14T20:36Z 3052 followers, 3587 engagements "Fairfax has X income streams that feed into reported earnings. The total has increased from $96/sh (avg from 2016-2021) to $387/sh (2025E) a 4-year CAGR = 42%. Growth has been driven by operating earnings (from $49/sh to $262/sh 4-yr CAGR = 52%). Amazing transformation. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1990870679240258016) 2025-11-18T19:52Z 3054 followers, 3186 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/1990870803223921031) 2025-11-18T19:52Z 3052 followers, XXX engagements "We review Fairfaxs X income streams in more detail. They have been changing dramatically in recent years (in size and composition). What impact are buybacks having What does it all mean for the company and investors Click the link for details. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1990886779939860797) 2025-11-18T20:56Z 3052 followers, 2822 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/1990892164159554028) 2025-11-18T21:17Z 3052 followers, 1050 engagements "Fairfax was founded in 1985. A $1000 investment with Prem and team back then would now be worth more than $X million. Yes an amazing return = CAGR of XX% over XX yrs. How did they it do it In his book called The Fairfax Way author David Thomas provides many answers. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1991295796013330542) 2025-11-20T00:01Z 3052 followers, 4794 engagements "Fairfax is quietly having one of the greatest years in the company's history. Both P/C insurance and investments are performing exceptionally well. Bonds are performing well (6%). Equities are smoking (20.1%). The quality of the equity portfolio has never been better. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1992683745174753718) 2025-11-23T19:56Z 3052 followers, 4275 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/1992684227553304602) 2025-11-23T19:58Z 3052 followers, XXX engagements "How has Fairfaxs investment portfolio been performing From 2021 to 2024 it delivered an average annual return of about 8.2%. In 2025 it is tracking to deliver a return of 10.5%. Welcome to new Fairfax. Click the link below for details. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1992687580769562767) 2025-11-23T20:11Z 3052 followers, 2387 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/1992687915462435195) 2025-11-23T20:13Z 3052 followers, XXX engagements "Time to get reacquainted with Fairfax India. Why The shares are trading at $16.00/share. BVPS is $XXXXX. And its largest holding at +50% BIAL (a jewel) looks materially undervalued. Click the link for more details. $FIH-U.TO" [X Link](https://x.com/VikingVan100/status/1993105100735496589) 2025-11-24T23:51Z 3052 followers, 5433 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/1993105256402800776) 2025-11-24T23:51Z 3052 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/1994463509602554263) 2025-11-28T17:48Z 3052 followers, XXX engagements "@Galtdaddy Well done As a long-term Fairfax follower what has surprised me the most is how long term earnings power of $FFH.TO keeps ramping higher - the story keeps getting better. Investors have been slow to recognize the improving fundamentals - leading them to undervalue the company" [X Link](https://x.com/VikingVan100/status/1994505905233449052) 2025-11-28T20:37Z 3052 followers, XXX engagements "@nigelwoodman Gday I really enjoyed your thread - very interesting insights on some of Fairfaxs investments (that I do not follow all that closely). Please keep the ideas/thoughts coming. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1995175708533162338) 2025-11-30T16:58Z 3052 followers, 3133 engagements "@nigelwoodman Great summary. There is so much hidden value residing on Fairfaxs balance sheet - economic value that has already been created but not yet reflected in accounting results. And given the quality of the holdings the amount of hidden value is growing. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1995177882491232510) 2025-11-30T17:07Z 3052 followers, 2448 engagements "@NigelWoodman nice summary. When it comes to hidden value in the past @BrownMarubozu has talked about the insurance business and how conservative Fairfax is with reserving. As you point out reserve releases will be another (possibly large) tailwind to earnings. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1996122654588502121) 2025-12-03T07:41Z 3052 followers, 2349 engagements "How is Fairfaxs equity portfolio performing QTD (to Nov 26) It is up about $413m or $18/FFH share. A solid result. Currency is a mild headwind (strong US$). Big gainers Orla Mining (gold) and Eurobank. 2025 is shaping up to be an exceptional year for $FFH.TO equity portfolio" [X Link](https://x.com/VikingVan100/status/1993807431521247541) 2025-11-26T22:21Z 3053 followers, 2403 engagements "Fairfax is quietly having its best year ever. Economic earnings are tracking to come in at about $233/sh in 2025. ROE = 20%. P/BV = XXX. PE = XXX. Company continues to fly under the radar of investors. Click the link for details of earnings est. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1994463349820584076) 2025-11-28T17:48Z 3053 followers, 4160 engagements "Capital allocation is the most important responsibility of a management team. Why Capital allocation decisions are what drive the long-term performance of a company and important metrics like EPS growth in BV and ROE. We got another data point today from Fairfax. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1997032508119204018) 2025-12-05T19:57Z 3053 followers, 3424 engagements "@BrownMarubozu your coverage has been spot on. Interested to see what it does to Fairfaxs share price (short and longer term). Well managed strong and improving fundamentals cheap stock and now this 2025 is shaping up to be another exceptional year for shareholders. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1997075959791354285) 2025-12-05T22:49Z 3054 followers, 3626 engagements "@BrownMarubozu Since your last article on $FFH.TO was published in the G&M (May X 2024) the stock has increased from C$1528 to $2431 an increase of 59%. You have done investors a great service posting your articles (well at least those who are paying attention). Well done" [X Link](https://x.com/VikingVan100/status/1998281192412438538) 2025-12-09T06:38Z 3054 followers, 4254 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 XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +28%
- X Year XXXXXXX +78%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +0.89%
- X Months XXX +92%
- X Year XXX +63%
Followers: XXXXX #
- X Week XXXXX +0.13%
- X Month XXXXX +2.10%
- X Months XXXXX +15%
- X Year XXXXX +42%
CreatorRank: XXXXXXX #
Social Influence
Social category influence travel destinations XXXXX% finance XX% stocks XXXX% cryptocurrencies XXXX% countries XXXX% currencies XXXX%
Social topic influence $ffhto #2, $frfhf #1, stocks 23.53%, investment 10.29%, insurance #1476, $brk 7.35%, financial 7.35%, $orla #4, $eurobat #2, $olato XXXX%
Top accounts mentioned or mentioned by @brownmarubozu @nigelwoodman @mrdavidthomas @galtdaddy @ajbutton2 @villeeu @ohcapideas @billbrewstertbb @acipartnerhship @oldretiredhappy @petrolengg @unrivaledinvest @ville_eu
Top assets mentioned Orla Mining Ltd. (ORLA) Viking Holdings Ltd (VIK) Cheeseball (CB) Markel, Corp. (MKL) W R Berkley Corp (WRB) Cleveland-Cliffs, Inc. (CLF) Algonquin Power & Utilities Corp (AQN)
Top Social Posts
Top posts by engagements in the last XX hours
"My PDF/book on Fairfax has been updated (800 pages). New posts have been added. I've had lots of help from others like @BrownMarubozu . Click the link to get a free copy. The companion Excel document with models is also there. $FFH.TO $BRK $MKL $CB $WRB"
X Link 2025-09-23T16:32Z 3054 followers, 7329 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link 2025-12-05T19:57Z 3054 followers, XXX engagements
"Metlen's listing on the LSE (on Aug 4) appears to have been a catalyst for the shares. Fairfax's investment in Metlen is now valued at $762m (making it FFH's 6th largest equity holding). 2025YTD it has increased in MV by about $324m or 77%. Outstanding. $MTLN $MYTIL.AT $FFH.TO"
X Link 2025-08-11T16:47Z 3052 followers, 8868 engagements
"How is Fairfax's equity portfolio performing Q3-QTD To Aug XX it is up about $879m or $37/diluted share (pre-tax). YTD-2025 it is up about $3.6b or XX% or $154/diluted share (pre-tax). Q2 +$2.0b Q1 +785m. Fairfax's equity holdings are performing very well. $FFH.TO $EUROB.AT"
X Link 2025-08-25T16:48Z 3052 followers, 2684 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 2025-09-15T18:46Z 3052 followers, 4656 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 2025-09-22T19:03Z 3052 followers, 3426 engagements
"Gold punched through US$4000/oz. Looks like it is going mainstream. Could we see a gold rush with retail investors in 2026 How is Fairfax's investment in Orla (gold miner) performing It is up US$557m in 2025 (MV is $1.2b). Not too shabby. $FFH.TO $OLA.TO $ORLA"
X Link 2025-10-08T17:36Z 3052 followers, 3103 engagements
"Quality control messed up - chart below has correct math. Eurobank is Fairfax's largest equity holding (by far). YTD the stock is up 84%. The MV of FFH stake is up $2.3b. Excess of FV over CV is $2.3b or $100/sh (value not captured in FFH accounting results). $FFH.TO $EUROB.AT"
X Link 2025-10-11T02:50Z 3054 followers, 2655 engagements
"Orla a newer investment for Fairfax is quickly turning into one of their best equity investments ever. Stock is up big time today (on positive production guidance). QTD stock is up US$270m. YTD stock is up $806m or XXX% or $34/FFH diluted share. $FFH.TO $ORLA $OLA.TO"
X Link 2025-10-14T18:16Z 3052 followers, 4947 engagements
"On Oct XX 2025 Fairfax announced the sale of their XX% stake in Eurolife's life ins. bus. to Eurobank for $944.7m. Fairfax will also buy XX% of Eurobanks P/C ins. bus. in Cypress for $69m. Both deals are expected to close in Q1 2026. Below are some thoughts. $FFH.TO $EUROB.AT"
X Link 2025-10-14T22:15Z 3053 followers, 9662 engagements
"How did Fairfaxs equity portfolio perform in Q3-2025 Very well. The holdings that I track increased in value by $589m or $25/FFH share (pre-tax). MTM gains = $14/sh. Big gainers Eurobank continues its spectacular run. $EUROB.AT Other winners: $ORLA $OLA.TO $CLF $FOM.TO $FFH.TO"
X Link 2025-10-15T17:49Z 3054 followers, 2754 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 2025-10-21T00:12Z 3052 followers, 6757 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 2025-10-21T18:20Z 3052 followers, 7452 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 2025-10-21T19:36Z 3052 followers, 1760 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link 2025-10-21T19:37Z 3052 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 2025-10-22T00:10Z 3052 followers, 12.7K 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 2025-10-22T18:03Z 3052 followers, 5057 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 2025-10-23T03:53Z 3052 followers, 2282 engagements
"What is Berkshire Hathaways biggest problem today Its size. Was there anything Buffett could have done to mitigate this problem (hint - think buybacks) That is the topic we explore in our post today - click the link for more. $BRK $FFH.TO $FRFHF"
X Link 2025-10-28T18:21Z 3050 followers, 6269 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link 2025-10-28T18:22Z 3052 followers, 1270 engagements
"2025 is shaping up to be $FFH.TO best year ever in terms of EPS and increase in economic value/sh. Outstanding. The company has never been better positioned. And the stock is selling off. I love it. Mr Market is amazing. Click the link for preview of Q3"
X Link 2025-11-05T20:27Z 3052 followers, 7208 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link 2025-11-05T20:28Z 3052 followers, 1159 engagements
"Fairfax has X income streams. The smallest is 'non-insurance consolidated holdings'. It is not small any more coming in at $211m in Q3-2025. What is a new income stream of $XXX million/year (with a strong growth profile) worth Just asking for a friend. $FFH.TO $FRFHF"
X Link 2025-11-06T23:06Z 3052 followers, 7231 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link 2025-11-06T23:08Z 3052 followers, 1277 engagements
"Fairfax just reported Q3-2025 results. They were very good. More importantly there are many good things going on under the hood at the company. This bodes very well for future results. What are we talking about We will get into the weeds in the coming days. $FFH.TO $FRFHF"
X Link 2025-11-07T18:33Z 3052 followers, 3831 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link 2025-11-07T18:34Z 3052 followers, 1089 engagements
"Does Fairfaxs have a high quality P/C insurance business Has it changed much over the past decade Does it matterThose are some of the questions we tackle in our post today - through the lens of Q3-2025 results. Click the link for more. $FFH.TO $FRFHF"
X Link 2025-11-09T00:31Z 3052 followers, 7549 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link 2025-11-09T00:53Z 3052 followers, 1268 engagements
"@MrDavidThomas thanks for posting a few pages from your new book. I still have lots to learn when in comes to Fairfax and I think your book is going to help me out a great deal. I am really looking forward to reading it when it comes out Nov XX. $FFH.TO $FRFHF"
X Link 2025-11-09T16:39Z 3052 followers, 1444 engagements
"Fairfax has X income streams that drive earnings. The 4th largest is share of profit of associates. How did it perform in Q3-25 Very well. It came in at $305m (a big beat). Is this income stream about to inflect higher Click the link for more. $FFH.TO"
X Link 2025-11-09T20:13Z 3052 followers, 3279 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link 2025-11-09T20:23Z 3052 followers, 1123 engagements
"After years of hard work a 5th income stream appears to be breaking out at Fairfax. It is material in size and poised to grow strongly in the coming years. Are investors and analysts paying attention Probably not. Click the link below for more. $FFH.TO"
X Link 2025-11-11T19:41Z 3052 followers, 6504 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link 2025-11-11T19:44Z 3052 followers, 1253 engagements
"In Q3 Fairfax's fundamentals continued to improve. My earnings estimates for 2025 ($195) and 2026 ($190) have increased. PE = 8x. P/BV = XXX with high teens ROE. Lots more value creation happening not captured in accounting results. High quality company on sale. $FFH.TO $FRFHF"
X Link 2025-11-12T20:06Z 3053 followers, 6550 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link 2025-11-12T20:06Z 3052 followers, XXX engagements
"Fairfax's equity portfolio has been performing very well in 2025. It is not just the big boys like Eurobank and Orla Mining. Many smaller holdings have also been performing well - like Altius Minerals. YTD2025 its MV is up US$81m or XX% (from $127m to $208m). $ALS.TO $FFH.TO"
X Link 2025-11-13T23:48Z 3053 followers, 2723 engagements
"Just got my copy from Indigo as well. Half way through lots of good learnings so far. An example: building out a third earnings engine has been a conscious decision - with one of the goals being improved earnings stability. Gotta go :-) $FFH.TO $FRFHF"
X Link 2025-11-14T20:36Z 3052 followers, 3587 engagements
"Fairfax has X income streams that feed into reported earnings. The total has increased from $96/sh (avg from 2016-2021) to $387/sh (2025E) a 4-year CAGR = 42%. Growth has been driven by operating earnings (from $49/sh to $262/sh 4-yr CAGR = 52%). Amazing transformation. $FFH.TO"
X Link 2025-11-18T19:52Z 3054 followers, 3186 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link 2025-11-18T19:52Z 3052 followers, XXX engagements
"We review Fairfaxs X income streams in more detail. They have been changing dramatically in recent years (in size and composition). What impact are buybacks having What does it all mean for the company and investors Click the link for details. $FFH.TO"
X Link 2025-11-18T20:56Z 3052 followers, 2822 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link 2025-11-18T21:17Z 3052 followers, 1050 engagements
"Fairfax was founded in 1985. A $1000 investment with Prem and team back then would now be worth more than $X million. Yes an amazing return = CAGR of XX% over XX yrs. How did they it do it In his book called The Fairfax Way author David Thomas provides many answers. $FFH.TO"
X Link 2025-11-20T00:01Z 3052 followers, 4794 engagements
"Fairfax is quietly having one of the greatest years in the company's history. Both P/C insurance and investments are performing exceptionally well. Bonds are performing well (6%). Equities are smoking (20.1%). The quality of the equity portfolio has never been better. $FFH.TO"
X Link 2025-11-23T19:56Z 3052 followers, 4275 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link 2025-11-23T19:58Z 3052 followers, XXX engagements
"How has Fairfaxs investment portfolio been performing From 2021 to 2024 it delivered an average annual return of about 8.2%. In 2025 it is tracking to deliver a return of 10.5%. Welcome to new Fairfax. Click the link below for details. $FFH.TO $FRFHF"
X Link 2025-11-23T20:11Z 3052 followers, 2387 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link 2025-11-23T20:13Z 3052 followers, XXX engagements
"Time to get reacquainted with Fairfax India. Why The shares are trading at $16.00/share. BVPS is $XXXXX. And its largest holding at +50% BIAL (a jewel) looks materially undervalued. Click the link for more details. $FIH-U.TO"
X Link 2025-11-24T23:51Z 3052 followers, 5433 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
X Link 2025-11-24T23:51Z 3052 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 2025-11-28T17:48Z 3052 followers, XXX engagements
"@Galtdaddy Well done As a long-term Fairfax follower what has surprised me the most is how long term earnings power of $FFH.TO keeps ramping higher - the story keeps getting better. Investors have been slow to recognize the improving fundamentals - leading them to undervalue the company"
X Link 2025-11-28T20:37Z 3052 followers, XXX engagements
"@nigelwoodman Gday I really enjoyed your thread - very interesting insights on some of Fairfaxs investments (that I do not follow all that closely). Please keep the ideas/thoughts coming. $FFH.TO"
X Link 2025-11-30T16:58Z 3052 followers, 3133 engagements
"@nigelwoodman Great summary. There is so much hidden value residing on Fairfaxs balance sheet - economic value that has already been created but not yet reflected in accounting results. And given the quality of the holdings the amount of hidden value is growing. $FFH.TO"
X Link 2025-11-30T17:07Z 3052 followers, 2448 engagements
"@NigelWoodman nice summary. When it comes to hidden value in the past @BrownMarubozu has talked about the insurance business and how conservative Fairfax is with reserving. As you point out reserve releases will be another (possibly large) tailwind to earnings. $FFH.TO"
X Link 2025-12-03T07:41Z 3052 followers, 2349 engagements
"How is Fairfaxs equity portfolio performing QTD (to Nov 26) It is up about $413m or $18/FFH share. A solid result. Currency is a mild headwind (strong US$). Big gainers Orla Mining (gold) and Eurobank. 2025 is shaping up to be an exceptional year for $FFH.TO equity portfolio"
X Link 2025-11-26T22:21Z 3053 followers, 2403 engagements
"Fairfax is quietly having its best year ever. Economic earnings are tracking to come in at about $233/sh in 2025. ROE = 20%. P/BV = XXX. PE = XXX. Company continues to fly under the radar of investors. Click the link for details of earnings est. $FFH.TO"
X Link 2025-11-28T17:48Z 3053 followers, 4160 engagements
"Capital allocation is the most important responsibility of a management team. Why Capital allocation decisions are what drive the long-term performance of a company and important metrics like EPS growth in BV and ROE. We got another data point today from Fairfax. $FFH.TO"
X Link 2025-12-05T19:57Z 3053 followers, 3424 engagements
"@BrownMarubozu your coverage has been spot on. Interested to see what it does to Fairfaxs share price (short and longer term). Well managed strong and improving fundamentals cheap stock and now this 2025 is shaping up to be another exceptional year for shareholders. $FFH.TO"
X Link 2025-12-05T22:49Z 3054 followers, 3626 engagements
"@BrownMarubozu Since your last article on $FFH.TO was published in the G&M (May X 2024) the stock has increased from C$1528 to $2431 an increase of 59%. You have done investors a great service posting your articles (well at least those who are paying attention). Well done"
X Link 2025-12-09T06:38Z 3054 followers, 4254 engagements