# ![@VikingVan100 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1677813362372255744.png) @VikingVan100 Viking Vancouver

Viking Vancouver posts on X about $ffhto, $frfhf, $brk, $eurobat the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1677813362372255744/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1677813362372255744/c:line/m:interactions.svg)

- [--] Week [-----] +1.90%
- [--] Month [------] -32%
- [--] Months [-------] +63%
- [--] Year [-------] +103%

### Mentions: [--] [#](/creator/twitter::1677813362372255744/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1677813362372255744/c:line/m:posts_active.svg)

- [--] Week [--] -14%
- [--] Month [---] +0.84%
- [--] Months [---] +69%
- [--] Year [---] +88%

### Followers: [-----] [#](/creator/twitter::1677813362372255744/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1677813362372255744/c:line/m:followers.svg)

- [--] Week [-----] +0.56%
- [--] Month [-----] +1.90%
- [--] Months [-----] +16%
- [--] Year [-----] +45%

### CreatorRank: [---------] [#](/creator/twitter::1677813362372255744/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1677813362372255744/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[travel destinations](/list/travel-destinations)  93.52% [finance](/list/finance)  57.41% [stocks](/list/stocks)  14.81% [countries](/list/countries)  6.48% [cryptocurrencies](/list/cryptocurrencies)  2.78% [currencies](/list/currencies)  1.85% [exchanges](/list/exchanges)  0.93%

**Social topic influence**
[$ffhto](/topic/$ffhto) #4, [$frfhf](/topic/$frfhf) #2, [$brk](/topic/$brk) #3, [$eurobat](/topic/$eurobat) #1, [investment](/topic/investment) 13.89%, [stocks](/topic/stocks) 12.96%, [advice](/topic/advice) 11.11%, [in the](/topic/in-the) 11.11%, [business](/topic/business) 11.11%, [$mkl](/topic/$mkl) #2

**Top accounts mentioned or mentioned by**
[@brownmarubozu](/creator/undefined) [@nigelwoodman](/creator/undefined) [@petrolengg](/creator/undefined) [@acipartnerhship](/creator/undefined) [@galtdaddy](/creator/undefined) [@mrdavidthomas](/creator/undefined) [@billbrewstertbb](/creator/undefined) [@michaelgielkens](/creator/undefined) [@fcompounders](/creator/undefined) [@tidefallcapital](/creator/undefined) [@cfrischer1](/creator/undefined) [@onebeggar](/creator/undefined) [@officialchristg](/creator/undefined) [@mikefritzell](/creator/undefined) [@devrlast](/creator/undefined) [@ferglinger](/creator/undefined) [@stephhughes95](/creator/undefined) [@business](/creator/undefined) [@betterment](/creator/undefined) [@leeleeks](/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) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [TrustVerse (TRV)](/topic/$trv) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Fairfax has made many exceptional investments over the past [--] years. One of the best has been the FFH-TRS giving it exposure to 1.96M FFH shares. It is up $2.9B over [--] years (before carrying costs). Outstanding. Click the link for details. $FFH.TO $FRFHF https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/125/#findComment-656511 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/125/#findComment-656511"  
[X Link](https://x.com/VikingVan100/status/2011510186452902073)  2026-01-14T18:46Z [----] followers, [----] engagements


"@ferglinger Fairfax's public equities have performance exceptionally well over the past [--] years. Below are the [--] best performers (in terms of total return). $FFH.TO is pretty active. Importantly the equity portfolio looks nothing like it did [--] years ago (much higher quality today)"  
[X Link](https://x.com/VikingVan100/status/2012248936229245209)  2026-01-16T19:41Z [----] followers, [---] 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 https://thecobf.com/forum/topic/20253-fairfax-financial-volume-2-90-of-the-best-posts-all-in-one-document/#findComment-526661 https://thecobf.com/forum/topic/20253-fairfax-financial-volume-2-90-of-the-best-posts-all-in-one-document/#findComment-526661"  
[X Link](https://x.com/VikingVan100/status/1970526770094063692)  2025-09-23T16:32Z [----] followers, [----] 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 [----] followers, [----] 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 [----] followers, [----] engagements


"We compare Fairfax to [--] other quality P/C insurance companies. Who has been the top performer the past [--] yearsWho is the cheapest today Who offers the best value today Click the link for details. $FFH.TO $BRK $CB $MKL $IFC.TO $TRV $WRB https://thecobf.com/forum/topic/21117-fairfax-2025/page/100/#findComment-651304 https://thecobf.com/forum/topic/21117-fairfax-2025/page/100/#findComment-651304"  
[X Link](https://x.com/VikingVan100/status/2000990491693695296)  2025-12-16T18:04Z [----] followers, [----] 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/2000990894250438805)  2025-12-16T18:06Z [----] followers, [----] engagements


"On Dec [--] 2025it was announced that Fairfax would be added to the S&P/TSX [--] Index Canadas flagship large-cap index effective Dec [--] [----]. Today we explore stock prices through the lens of supply and demand. Click the link below for more. $FFH.TO https://thecobf.com/forum/topic/21117-fairfax-2025/page/102/#findComment-652250 https://thecobf.com/forum/topic/21117-fairfax-2025/page/102/#findComment-652250"  
[X Link](https://x.com/VikingVan100/status/2002459710029766761)  2025-12-20T19:22Z [----] followers, [----] 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/2002460791036112950)  2025-12-20T19:27Z [----] followers, [----] engagements


"Bangalore International Airport Ltd (BIAL) is one of Fairfaxs largest and most important equity holdings (it is held in Fairfax India). CEO Hari Marar is a rock star. The 1-hour podcast provides a great overview of the company and opportunity. $FFH.TO $FIH-U.TO One of the best ways to understand a company is to hear directly from the people building it. Fairfax India is launching a podcast series on our holdings - bringing shareholders closer to the businesses the management teams and the India growth story. First up: BIAL One of the best ways to understand a company is to hear directly from"  
[X Link](https://x.com/VikingVan100/status/2002913809133138299)  2025-12-22T01:27Z [----] followers, 17.3K engagements


"Updated my Fairfax book (800 pages). Chapters [--] (intro) & [--] (earnings) edited. New material added. With lots of help from others like @BrownMarubozu. Click the link to get a free copy. Companion Excel document (with models) also there. $FFH.TO $BRK $MKL https://thecobf.com/forum/topic/20253-fairfax-vol-2-100-of-the-best-posts-all-in-one-document/#findComment-526661 https://thecobf.com/forum/topic/20253-fairfax-vol-2-100-of-the-best-posts-all-in-one-document/#findComment-526661"  
[X Link](https://x.com/VikingVan100/status/2003144765534310787)  2025-12-22T16:45Z [----] followers, 10.6K 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/2003145189754564670)  2025-12-22T16:46Z [----] followers, [----] engagements


"Here is some holiday cheer for Fairfax shareholders. With a week to go in Q4 Fairfax's equity portfolio is up about $900m with most of the gains in the MTM bucket ($25/share pre-tax). Fairfax's equity portfolio is having an outstanding [----]. $FFH.TO is firing on all cylinders"  
[X Link](https://x.com/VikingVan100/status/2003544165985177970)  2025-12-23T19:12Z [----] followers, [----] 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/2003544354716287191)  2025-12-23T19:12Z [----] followers, [----] engagements


"Fairfax is firing on all cylinders (and has been for the past [--] years) - insurance investing and capital allocation. Welcome to 'new Fairfax' - a high quality compounding machine. $FFH.TO"  
[X Link](https://x.com/VikingVan100/status/2003941202111222038)  2025-12-24T21:29Z [----] followers, [----] engagements


"Fairfax has made many very good investments in recent years. Like its purchase in late 2020/early [----] of total return swaps giving it exposure to 1.96M $FFH.TO shares at an avg cost of $373/share. Position is up $900M in [----] and $2.9B over [--] years. Unconventional and brilliant"  
[X Link](https://x.com/VikingVan100/status/2005354672379548006)  2025-12-28T19:06Z [----] followers, 20.6K engagements


"What is Fairfaxs best performing equity investment Eurobank. Up $2.3B in [----] and $4.4B over last [--] yrs. Very well managed. Still cheap. Bright future. (Sound familiar) $FFH.TO $EUROB.AT PS: Equity accounted - so much of gain in MV not captured in accounting results (EPS BV)"  
[X Link](https://x.com/VikingVan100/status/2005706405945524245)  2025-12-29T18:24Z [----] followers, [----] engagements


"Orla Mining (gold producer) is a recent investment for Fairfax (partner is Pierre Lassonde). How did it perform in [----] It delivered a gain of $747M. 25% of position was sold Dec 5th. Outstanding performance. Very unconventional investment when it was made. $FFH.TO $ORLA $OLA.TO"  
[X Link](https://x.com/VikingVan100/status/2006066888594366517)  2025-12-30T18:16Z [----] followers, [----] engagements


"Happy New Year Fairfax is having an epic run. What are some lessons Narratives are often completely wrong - for years (ignore the haters). Be rational. Follow the fundamentals. Position sizing matters. Most importantly patience is how to make the big money. $FFH.TO $FRFHF"  
[X Link](https://x.com/VikingVan100/status/2006444900968202732)  2025-12-31T19:18Z [----] followers, [----] engagements


"Our annual review for Fairfax is out. What did we learn in [----] Fairfax doesnt have to do anything spectacular to deliver spectacular results - that is what an exceptional business looks like. Click the link to read our long-form post. $FFH.TO $FRFHF https://thecobf.com/forum/topic/21600-fairfax-2026/page/2/#findComment-654501 https://thecobf.com/forum/topic/21600-fairfax-2026/page/2/#findComment-654501"  
[X Link](https://x.com/VikingVan100/status/2008249085678284928)  2026-01-05T18:47Z [----] followers, [----] engagements


"In Q4 [----] Fairfax's equity holdings (that I track) increased in value $744M to $26.7B. Solid finish to an outstanding year. Big gainers FFH-TRS Orla (gold) Eurobank Foran (copper). Click link for details. $FFH.TO $FRFHF $OLA.TO $EUROB.AT $FOM.TO https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/124/#findComment-654899 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/124/#findComment-654899"  
[X Link](https://x.com/VikingVan100/status/2008975928576311351)  2026-01-07T18:56Z [----] followers, [----] engagements


"Does CEO compensation matter Does it matter how much stock they own Below we compare three peers: Berkshire Hathaway Markel and Fairfax. Which group of shareholders are benefiting the most / look best positioned moving forward $FFH.TO $BRK $MKL"  
[X Link](https://x.com/VikingVan100/status/2009386689169334494)  2026-01-08T22:08Z [----] followers, [----] engagements


"@MichaelGielkens The purpose of my post was to highlight how little Prem Watsa is paid (C$600000). Especially when you factor in performance. I don't think this is well understood. Ownership/control is another important topic. $BRK $MKL and $FFH.TO are all going in very different directions"  
[X Link](https://x.com/VikingVan100/status/2009694499258413145)  2026-01-09T18:31Z [----] followers, [---] engagements


"What can we learn by looking at Fairfax's top [--] equity holdings [--]. Concentrated. [--]. Contrarian. [--]. More private/associate holdings. Marked shift to higher quality portfolio = improving returns. Click the link for details $FFH.TO $FRFHF $EUROB.AT $OLA.TO https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/125/#findComment-655961 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/125/#findComment-655961"  
[X Link](https://x.com/VikingVan100/status/2010802585566134614)  2026-01-12T19:54Z [----] followers, [----] engagements


"What is Fairfaxs best-ever equity investment Eurobank. It has delivered a total return of $4.6B all over the past [--] yrs. It is also the biggest source of an emerging income stream for Fairfax - hidden value. Click the link for more. $FFH.TO $EUROB.TO https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/126/#findComment-656726 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/126/#findComment-656726"  
[X Link](https://x.com/VikingVan100/status/2011830806206169178)  2026-01-15T16:00Z [----] followers, [----] engagements


"@F_Compounders @BrownMarubozu @ACIPartnerhship What are your evaluations tools Looking at total shareholder return BVPS capital allocation Fairfaxs performance has been much better than Markels over the past [--] years. Capital allocation will be key moving forward - Fairfaxs model and execution looks better. $FFH.TO $MKL"  
[X Link](https://x.com/VikingVan100/status/2012201402433442263)  2026-01-16T16:32Z [----] followers, [----] engagements


"Fairfax's top [--] public equities delivered a 47% return in [----]. Strong performance was broad based: [--] of [--] holdings delivered return of +30%. Momentum is continuing into [----]. Below is a smaller holding Commercial International Bank (leading private bank in Egypt). $FFH.TO"  
[X Link](https://x.com/VikingVan100/status/2012240419518837127)  2026-01-16T19:07Z [----] followers, [----] engagements


"When it comes to Fairfax investors have strong opinions. It helps to took at facts. Your charts are very helpful. But for facts to matter it requires an open mind. Fact based open minded investors have done very well with $FFH.TO over [--] years. PS: tell your intern: Great work $BRK $FFH Finally at Berkshire investments represent 63% of the share price versus 181% at Fairfax. I think Brandons decision to focus on Fairfax as heir to Berkshire continues to make great sense to me. https://t.co/Bw4I2diZJj $BRK $FFH Finally at Berkshire investments represent 63% of the share price versus 181% at"  
[X Link](https://x.com/VikingVan100/status/2012244401095901578)  2026-01-16T19:23Z [----] followers, [----] engagements


"@BrownMarubozu Fairfaxs business model is more like a younger $BRK. In [----] underwriting = 21% of $FFH.TO income streams not 33%. Moving forward Fairfax will be able to compound capital at above average rates. Did soft insurance markets impair BRKs returns over the years (Answer: No)"  
[X Link](https://x.com/VikingVan100/status/2013108457961107814)  2026-01-19T04:37Z [----] followers, [----] engagements


"Eurobank is up big to start [----] +$829 million. Fairfax is currently trading at [---] x YE BV. Cheap. Investors are also getting significant "hidden value" of about $4 to $5 billion for free (Eurobank is $3 billion on its own). But is "hidden value" real $FFH.TO $EUROB.AT"  
[X Link](https://x.com/VikingVan100/status/2013346806059483413)  2026-01-19T20:24Z [----] followers, [----] engagements


"Updated my book on Fairfax (800 pgs). New material added. Lots of updates to Chapter 15: Equities. With lots of help from others like @BrownMarubozu. Click the link to get a free copy. Companion Excel document (with models) also there. $FFH.TO $BRK $MKL https://thecobf.com/forum/topic/20253-fairfax-vol-2-100-of-the-best-posts-all-in-one-document/#findComment-526661 https://thecobf.com/forum/topic/20253-fairfax-vol-2-100-of-the-best-posts-all-in-one-document/#findComment-526661"  
[X Link](https://x.com/VikingVan100/status/2013647557897908610)  2026-01-20T16:19Z [----] followers, [----] 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/2013655561045451114)  2026-01-20T16:51Z [----] followers, [----] engagements


"Fairfax has literally discovered gold with its investment in Orla Mining. YTD-2026 it is up $250M. This is after a $729M gain in [----]. The mgmt team at $FFH.TO is delivering a master-class in capital allocation. Click the link for details. $OLA.TO $ORLA https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/128/#findComment-657853 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/128/#findComment-657853"  
[X Link](https://x.com/VikingVan100/status/2013692662293864955)  2026-01-20T19:18Z [----] followers, [----] engagements


"Today we explore capital allocation and share buybacks. For the theory we look to Buffet for guidance. For a real world example we look to Fairfax - management has been putting on a clinic. Click the link to read our long-form post. $FFH.TO $FRFHF $BRK https://thecobf.com/forum/topic/21600-fairfax-2026/page/9/#findComment-658175 https://thecobf.com/forum/topic/21600-fairfax-2026/page/9/#findComment-658175"  
[X Link](https://x.com/VikingVan100/status/2014092981020791065)  2026-01-21T21:49Z [----] followers, [----] engagements


"Look at market fluctuations as your friend rather than your enemy; profit from folly rather than participate in it. Warren Buffett. What has changed in Fairfaxs business in the past [--] hours Nothing. (Like $BRK most analysts struggle to understand $FFH.TO business model.) $FFH.to -9% Essentially like the Muddy Waters short report with just a downgrade from BMO. https://t.co/M9Z0F6X2uh $FFH.to -9% Essentially like the Muddy Waters short report with just a downgrade from BMO. https://t.co/M9Z0F6X2uh"  
[X Link](https://x.com/VikingVan100/status/2014441848270684423)  2026-01-22T20:55Z [----] followers, [----] engagements


"How has Fairfax's business model changed over the past [--] years We break Fairfax's journey into [--] phases. Where is the company today What are the lessons for investors These are the topics we explore in our post. Click the link for more. $FFH.TO $FRFHF https://thecobf.com/forum/topic/21600-fairfax-2026/page/12/#findComment-658839 https://thecobf.com/forum/topic/21600-fairfax-2026/page/12/#findComment-658839"  
[X Link](https://x.com/VikingVan100/status/2015160294620999883)  2026-01-24T20:30Z [----] followers, [----] 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/2015160488494297256)  2026-01-24T20:31Z [----] followers, [----] engagements


"@NigelWoodman great take/summary. Some analysts clearly do not understand Fairfaxs business model they think the company is a traditional P/C insurance company which it obviously isnt. Their analysis reveals much more about them than it does about Fairfax. $FFH.TO $FRFHF @TidefallCapital Some quick thoughts on $FFH.TO [--]. Cycle doesnt = Impairment -The BMO analyst and/or the algos are confusing a change in weather (softening insurance cycle) with a broken roof. -The Impairment View: "Prices are falling so earnings will collapse." -The Reality: Fairfax has @TidefallCapital Some quick thoughts"  
[X Link](https://x.com/VikingVan100/status/2015185518934565335)  2026-01-24T22:10Z [----] followers, [----] engagements


"Do fundamentals matter Fairfaxs largest equity investment Eurobank is up $1.2B YTD-2026 ($50/share). Hidden value is $3B. Fairfax is not a traditional P/C insurance company. Pretending it is means you have to ignore fundamentals/facts. Is that rational $FFH.TO $EUROB.AT"  
[X Link](https://x.com/VikingVan100/status/2016266063332380873)  2026-01-27T21:44Z [----] followers, [----] 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/2017015420537188412)  2026-01-29T23:22Z [----] followers, [----] engagements


"We wrap up our review of Fairfax's business model with a 3rd post: through the lens of [--] incomes streams (connecting it to the income stmt and bal sheet). $FFH.TO is not simply a P/C insurer - it is a capital compounding machine. Click the link for more https://thecobf.com/forum/topic/21600-fairfax-2026/page/17/#findComment-660786 https://thecobf.com/forum/topic/21600-fairfax-2026/page/17/#findComment-660786"  
[X Link](https://x.com/VikingVan100/status/2017688025468420182)  2026-01-31T19:54Z [----] followers, [----] engagements


"Great comment. A couple of additions: sale of Eurolife will likely close in Q1; proceeds of $940M will be reinvested (takeout of minority shareholder in Allied World). Take private of Kennedy Wilson is also in the works. Looking forward to when $FFH.TO reports YE results. $KW @cfrischer1 told me in the 90s $BRK would be in the WSJ every week because of how active they were. $FFH.TO is in the midst of IPOing $AGTF.TO BIAL trying to buy IDBI scooping up $UA and getting a holding $FOM.TO taken out with no press coverage. https://t.co/xqzwS5gPJj @cfrischer1 told me in the 90s $BRK would be in the"  
[X Link](https://x.com/VikingVan100/status/2019943573182116064)  2026-02-07T01:17Z [----] followers, [----] engagements


"How is Fairfaxs equity portfolio performing YTD-2026 It is up in value by $1.4B or $62/sh. Very strong start to the year. Big gainers Eurobank Orla (gold) CIB UA (new) and Foran (copper). Q1 will also see $250M gain on sale of Eurolife. $FFH.TO $EUROB.AT $OLA.TO $FOM.TO"  
[X Link](https://x.com/VikingVan100/status/2020983032270987572)  2026-02-09T22:07Z [----] followers, [----] engagements


"In Q1 [----] Fairfax's equity holdings (that I track) increased in value by about $785m to $23.2b. Solid start to the year. Big gainers Eurobank Orla Mining (gold) FFH-TRS Metlen FFH India & CVS. Click the link for details. $FFH.TO $EUROB.AT $OLA.TO https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/97/#findComment-610047 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/97/#findComment-610047"  
[X Link](https://x.com/VikingVan100/status/1907089323750744285)  2025-04-01T15:15Z [----] followers, [----] engagements


"The Greek Freak (Eurobank) is making a strong push to be MVP of Fairfax's equity holdings in [----]. 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)  2025-06-30T22:24Z [----] followers, [----] 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 [----] followers, [----] engagements


"Fairfax is quietly having its best year ever. Economic earnings are tracking to come in at about $233/sh in [----]. ROE = 20%. P/BV = [---]. PE = [---]. Company continues to fly under the radar of investors. Click the link for details of earnings est. $FFH.TO https://thecobf.com/forum/topic/21117-fairfax-2025/page/97/#findComment-648964 https://thecobf.com/forum/topic/21117-fairfax-2025/page/97/#findComment-648964"  
[X Link](https://x.com/VikingVan100/status/1994463349820584076)  2025-11-28T17:48Z [----] followers, [----] 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 [----] followers, [----] engagements


"Fairfax sold Resolute Forest Products in [----] at the top of the lumber cycle ($626M). Some of the proceeds were likely rolled into Orla. Now Fairfax's position in Orla is up massively. $FFH.TO sold 25% of its position in Orla in Dec [----] for a big gain. Amazing capital allocation"  
[X Link](https://x.com/VikingVan100/status/2006069132391776282)  2025-12-30T18:25Z [----] followers, [----] engagements


"My year-in-review post on Fairfax should be out in the next couple of days. As a tease below is the introduction. Stock is up 500% in [--] yrs (C$). For those who have not been paying attention this is what a compounding machine looks like. $FFH.TO $BRK $MKL"  
[X Link](https://x.com/VikingVan100/status/2006802919224726006)  2026-01-01T19:01Z [----] followers, 12.3K engagements


"@StephHughes95 @business Fairfax's investment in UA has a value just north of $200M. Fairfax's investment portfolio is $75B and its equity portfolio is $27B. UA is a tiny position. Fairfax's [--] largest publicly traded stocks were up $4.3B or 47% in [----]. Outstanding performance. $FFH.TO $FRFHF"  
[X Link](https://x.com/VikingVan100/status/2009693093294157896)  2026-01-09T18:25Z [----] followers, [----] engagements


"@onebeggar Sell high and buy low. Proceeds from Resolute (2022) and Stelco (2024) likely funded a big part of Orla. Now they are selling down part of Orla to buy Rinse and repeat. How well they reinvest capital is also an interesting story. $FFH.TO"  
[X Link](https://x.com/VikingVan100/status/2014021077685473539)  2026-01-21T17:03Z [----] followers, [---] engagements


"What is Fairfax's business model Most analysts and investors think its a P/C insurance company - and of course that is not correct. As a result their analysis tends to be incomplete (and inaccurate). Click the link for more. $FFH.TO $FRFHF $BRK $MKL https://thecobf.com/forum/topic/21600-fairfax-2026/page/14/#findComment-660399 https://thecobf.com/forum/topic/21600-fairfax-2026/page/14/#findComment-660399"  
[X Link](https://x.com/VikingVan100/status/2017014389061362131)  2026-01-29T23:17Z [----] followers, [----] engagements


"@Galtdaddy @Galtdaddy I appreciate the feedback. What I find interesting about Fairfax is how they have tailored the model to fit how they are wired. Wide range of capital allocation skills = large opportunity set = reinvest at above average rates of return + compounding = magic. $FFH.TO"  
[X Link](https://x.com/VikingVan100/status/2017303809224282161)  2026-01-30T18:28Z [----] followers, [---] engagements


"The narrative is Fairfax are poor equity investors. It can be useful to look at facts. How have the top [--] publicly traded holdings performed YTD [----] They delivered a TSR of 52%. If we add FFH-TRS the YTD TSR is $4.4B or $189/sh (pre-tax). Yes outstanding performance $FFH.TO"  
[X Link](https://x.com/VikingVan100/status/2003936166266237344)  2025-12-24T21:09Z [----] followers, 18.4K engagements


"Fairfax's equity portfolio continues to perform very well in QTD-Q2. The equities I track are up $1.6b or $73 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/anyuser/status/1930753664156836159)  2025-06-05T22:28Z [----] followers, [----] 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 https://thecobf.com/forum/topic/20253-fairfax-financial-volume-2-90-of-the-best-posts-all-in-one-document/#findComment-526661 https://thecobf.com/forum/topic/20253-fairfax-financial-volume-2-90-of-the-best-posts-all-in-one-document/#findComment-526661"  
[X Link](https://x.com/anyuser/status/1931213367311778292)  2025-06-07T04:55Z [----] followers, 30K engagements


"How are Fairfaxs largest publicly traded equities performing YTD in [----] The largest Eurobank is up $1.6b or 60% or $75 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/anyuser/status/1948048277603287521)  2025-07-23T15:51Z [----] followers, [----] engagements


"How are Fairfaxs [--] largest publicly traded equities performing YTD to July [--] [----] Very well. [--] months into [----] they have increased in MV by $3.3b or 39% or $153/FFH share. Click the link for details. $FFH.TO $EUROB.AT $OLA.TO $FIH-U.TO $MYTIL.AT https://thecobf.com/forum/topic/21117-fairfax-2025/page/48/#findComment-628967 https://thecobf.com/forum/topic/21117-fairfax-2025/page/48/#findComment-628967"  
[X Link](https://x.com/anyuser/status/1948491020011782364)  2025-07-24T21:10Z [----] followers, 23.1K 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/anyuser/status/1978518592246182232)  2025-10-15T17:49Z [----] followers, [----] 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. https://thecobf.com/forum/topic/21117-fairfax-2025/page/81/#findComment-645277 https://thecobf.com/forum/topic/21117-fairfax-2025/page/81/#findComment-645277"  
[X Link](https://x.com/anyuser/status/1986168408099201384)  2025-11-05T20:27Z [----] followers, [----] 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/anyuser/status/1986864719660261892)  2025-11-07T18:33Z [----] followers, [----] engagements


"Q1 is going to be avery busy quarter for Fairfax and many of their equity holdings. AGT IPO is one example. Learnings $FRFHF is a very good partner. AGT is the latest good example of 'new Fairfax' at work. Click the link for initial thoughts. $FFH.TO https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/131/#findComment-662643 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/131/#findComment-662643"  
[X Link](https://x.com/VikingVan100/status/2020196539902390283)  2026-02-07T18:02Z [----] followers, [----] engagements


"@OfficialChristG @BrownMarubozu @OfficialChristG it is just available as a PDF. It is a draft (working copy) that gets continually updated. I post an updated version of the PDF about every [--] to [--] weeks - about 10% of the document changes with each update. $FFH.TO"  
[X Link](https://x.com/VikingVan100/status/2020220098531955128)  2026-02-07T19:36Z [----] followers, [---] engagements


"Josh Brown making a big call on thisyears dominant investment theme: HALO stocks (Heavy Assets Low Obsolescence). Guess whose portfolio is stuffed with HALO stocks Fairfax. Performance was very strong last year. Up big to start [----]. Lets hope Josh is right.$FFH.TO $FRFHF See You Tonight Pounders👇🎙💸 https://t.co/yBtbkJkMgI Sponsored by: @Betterment Advisor Solutions https://t.co/IfCQMFg1AW See You Tonight Pounders👇🎙💸 https://t.co/yBtbkJkMgI Sponsored by: @Betterment Advisor Solutions https://t.co/IfCQMFg1AW"  
[X Link](https://x.com/VikingVan100/status/2021431591571185731)  2026-02-11T03:50Z [----] followers, [----] engagements


"@MrDavidThomas @MrDavidThomas here is my answer to them: How do you spot a Fairfax moron All they want to talk about is Blackberry and the equity hedges. It would be like evaluating $BRK through the lens of Solomon Brothers Dexter Shoes etc - stupid. PS: Loved your book on Fairfax :-)"  
[X Link](https://x.com/VikingVan100/status/2003951123854774408)  2025-12-24T22:09Z [----] followers, [---] engagements


"@MikeFritzell @MikeFritzell Fairfax India is a coiled spring. Very well managed. Intrinsic value increased nicely in [----]. Its largest asset (50%) Bangalore International Airport is a jewel. When the airport IPO happens Fairfax India shareholders will get paid. Patience is key. $FIH-U.TO"  
[X Link](https://x.com/VikingVan100/status/2003954755832549702)  2025-12-24T22:23Z [----] followers, [----] engagements


"Who is Mytilineos $MYTIL.AT It is a Greek energy and metallurgy company with a [--] B market cap. $FFH.TO bought their first position in [----] at around [--] or [--]. Along with Eurobank Eurolife Grivalia Hospitality and Praktiker Fairfax has a meaningful presence in Greece. 2/2"  
[X Link](https://x.com/VikingVan100/status/1684356206834614272)  2023-07-27T00:13Z [----] followers, [---] engagements


"Fairfax's equity portfolio has been performing very well in [----]. 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 64% (from $127m to $208m). $ALS.TO $FFH.TO"  
[X Link](https://x.com/VikingVan100/status/1989118314753503395)  2025-11-13T23:48Z [----] followers, [----] engagements


"Fairfax was founded in [----]. A $1000 investment with Prem and team back then would now be worth more than $1 million. Yes an amazing return = CAGR of 19% over [--] 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 [----] followers, [----] 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 [----] followers, [----] 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 [----] followers, [---] engagements


"How has Fairfaxs investment portfolio been performing From [----] to [----] it delivered an average annual return of about 8.2%. In [----] it is tracking to deliver a return of 10.5%. Welcome to new Fairfax. Click the link below for details. $FFH.TO $FRFHF https://thecobf.com/forum/topic/21117-fairfax-2025/page/93/#findComment-648334 https://thecobf.com/forum/topic/21117-fairfax-2025/page/93/#findComment-648334"  
[X Link](https://x.com/VikingVan100/status/1992687580769562767)  2025-11-23T20:11Z [----] followers, [----] 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 [----] followers, [----] engagements


"Time to get reacquainted with Fairfax India. Why The shares are trading at $16.00/share. BVPS is $20.72. And its largest holding at +50% BIAL (a jewel) looks materially undervalued. Click the link for more details. $FIH-U.TO https://thecobf.com/forum/topic/11747-fairfax-india-new-issue/page/73/#findComment-648544 http://FFH.TO https://thecobf.com/forum/topic/11747-fairfax-india-new-issue/page/73/#findComment-648544 http://FFH.TO"  
[X Link](https://x.com/VikingVan100/status/1993105100735496589)  2025-11-24T23:51Z [----] followers, [----] 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 [----] followers, [----] engagements


"@nigelwoodman Thanks for sharing your thoughts on Melten a top [--] equity holding for Fairfax. It has been a great investment with solid management and good prospects. $FFH.TO $MTLN.L $MTLN.AT Thought it might be interesting to map out a timeline of some possible catalysts for Metlen Energy and Minerals $MTLN.L #MetlenEnergy over the next few years. Given the tilt at the French aluminium assets that illustrates M&A is now squarely on the cards I daresay the list will https://t.co/UTBLGcRx4K Thought it might be interesting to map out a timeline of some possible catalysts for Metlen Energy and"  
[X Link](https://x.com/VikingVan100/status/1993387191574376796)  2025-11-25T18:31Z [----] followers, [----] engagements


"Prem: owns/controls"  
[X Link](https://x.com/VikingVan100/status/2009419856417042745)  2026-01-09T00:20Z [----] followers, [---] engagements


"RT @cfrischer1: $BRK $FFH The attached chart is a comparison of Fairfax today against Berkshire [--] years ago. I think the metrics are very"  
[X Link](https://x.com/VikingVan100/status/2011996308886917230)  2026-01-16T02:57Z [----] followers, [--] engagements


"RT @ACIPartnerhship: Fairfax Financial Lollapalooza Week April 13-16 [----] A full agenda again this year see link at StingyInvestor. Re"  
[X Link](https://x.com/VikingVan100/status/2016539560029966539)  2026-01-28T15:51Z [----] followers, [--] engagements


"RT @BrownMarubozu: $FFH.TO owns 8% of $MTLN.L Pretty good company too"  
[X Link](https://x.com/VikingVan100/status/2016755705244799337)  2026-01-29T06:10Z [----] followers, [--] engagements


"@BillBrewsterTBB @BrownMarubozu Great point. People also conflate [--] 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 [----] followers, [----] 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 [----] is shaping up to be another exceptional year for shareholders. $FFH.TO It actually happened. $FFH.TO and $CLS.TO both added to the S&P/TSX [--] while $AQN and $CAR.UN removed. It will be interesting what the impact will be. Clearly a lot of investors didnt want to own insurance with USD exposure today $SCR.TO also added to the Composite. https://t.co/41EcxO8gg1 It actually happened. $FFH.TO and"  
[X Link](https://x.com/VikingVan100/status/1997075959791354285)  2025-12-05T22:49Z [----] followers, [----] engagements


"@BrownMarubozu Since your last article on $FFH.TO was published in the G&M (May [--] 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 Apple link seems to work for free: https://t.co/R9x8xPMLR3 Apple link seems to work for free: https://t.co/R9x8xPMLR3"  
[X Link](https://x.com/VikingVan100/status/1998281192412438538)  2025-12-09T06:38Z [----] followers, [----] engagements


"@lee_leeks @MrDavidThomas @lee_leeks great comment. Fairfax is a learning organization. They have been trying different things for [--] years. Like you say Learn. Pivot. Adapt. And it appears they just cracked the nut - how to best exploit the business model popularized by Buffett. $FFH.TO $BRK"  
[X Link](https://x.com/VikingVan100/status/2003957033658470897)  2025-12-24T22:32Z [----] followers, [---] engagements


"@NigelWoodman @NigelWoodman I agree. The big benefit of equities over bonds is equities have unlimited upside. Despite its incredible run the past [--] years $FFH.TO equity portfolio is still cheap (as a group). And it is high quality (management balance sheet profitability). Great set-up"  
[X Link](https://x.com/VikingVan100/status/2003964157750845481)  2025-12-24T23:01Z [----] followers, [---] engagements


"@SkipDogEats @MikeFritzell They havent stopped buying back shares. It looks like they were pretty active in Oct and Nov. My guess is effective share count will fall by about 3.5% in [----]. Div = $15. Total payout yield = 4.5%. Timing of buybacks will depend on price and availability of cash. $FFH.TO"  
[X Link](https://x.com/VikingVan100/status/2004001954931085533)  2025-12-25T01:31Z [----] followers, [---] engagements


"@TidefallCapital @TidefallCapital I agree. When investors think of Singleton and they tend to think too narrowly - only share buybacks. Singleton's genius was being open minded to using the right capital allocation tool at the right time. Even if it was non-conventional. That is $FFH.TO today"  
[X Link](https://x.com/VikingVan100/status/2005417378977652767)  2025-12-28T23:15Z [----] followers, [----] engagements


"@thomas_clay Good question. Over the past [--] years Fairfax has also been buying back stock hand over fist at dirt cheap prices. They put on the FFH-TRS position to get even more exposure to their shares (1.96M) when they were trading at the lowest valuation in the companys history. $FFH.TO"  
[X Link](https://x.com/VikingVan100/status/2005522741479510179)  2025-12-29T06:14Z [----] followers, [---] engagements


"@JustinRTipton @JustinRTipton if you want more granular analysis of Fairfax go to the post pinned to my profile. You can download an +800 page PDF and Excel workbook. This material is for education - it is not investing advice. Consult a professional before buying any stock. $FFH.TO $FRFHF"  
[X Link](https://x.com/VikingVan100/status/2007545267336397195)  2026-01-03T20:11Z [----] followers, [---] engagements


"@BillBrewsterTBB @BillBrewsterTBB glad to hear you are finding my book on Fairfax helpful (it remains a work in progress). I have had lots of help along the way from @BrownMarubozu and others. I appreciate you reaching out. $FFH.TO"  
[X Link](https://x.com/VikingVan100/status/2009494926388809892)  2026-01-09T05:18Z [----] followers, [---] engagements


"Eurobank is turning into a very good investment for Fairfax. It has increased in value by $2.3b over the past [--] yrs (all of the return has come in the last [--] yrs). More importantly Eurobank is poised to grow TBV at +15% in the coming years. Stellar mgmt team. $FFH.TO $EUROB.AT"  
[X Link](https://x.com/VikingVan100/status/1895533561752830096)  2025-02-28T17:56Z [----] followers, [----] engagements


"@BrownMarubozu What is better than Fairfax buying back a bunch of its own stock When both Fairfax and its largest equity holding - Eurobank - are both buy back a bunch of their own stock. Solid capital allocation. $FFH.TO $EUROB.AT"  
[X Link](https://x.com/VikingVan100/status/1925011243796201655)  2025-05-21T02:10Z [----] followers, [----] engagements


"@DoubleBench The answer your question is sequence of return. Yes Eurobank was a terrible investment from [----] to [----] (Greece was in a depression). It has been a great investment from [----] to [----]. The stock is cheap and its prospects are bright (Greek economy is solid). $FFH.TO $EUROB.AT"  
[X Link](https://x.com/VikingVan100/status/1925643157322047825)  2025-05-22T20:01Z [----] followers, [---] 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 [--] 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)  2025-07-10T21:38Z [----] followers, [----] 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)  2025-08-02T19:13Z [----] followers, [----] engagements


"How is Fairfax's equity portfolio performing Q3-QTD To Aug [--] it is up about $879m or $37/diluted share (pre-tax). YTD-2025 it is up about $3.6b or 16% 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 [----] followers, [----] 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 [----] followers, [----] 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. [----] 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 [----] followers, [----] 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 [----] followers, [---] 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 Its a rainy Sunday afternoon here in Melbourne so indulge me. I have had along long running thesis that for Prem to build the [---] year company at $FFH.TO the best way to do this to focus on the lower rungs of Maslows hierarchy rather than chase the the higher overpriced rungs. Its a rainy Sunday afternoon here in Melbourne so indulge me. I have had along long running thesis that for Prem to build the"  
[X Link](https://x.com/VikingVan100/status/1995175708533162338)  2025-11-30T16:58Z [----] followers, [----] 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 @VikingVan100 We can apply the same poke around in the cave to book value too. These are in addition to excess of fair value. All things considered not difficult to see why $FFH.TO see their own shares as good value. https://t.co/CGbpobK6dr @VikingVan100 We can apply the same poke around in the cave to book value too. These"  
[X Link](https://x.com/VikingVan100/status/1995177882491232510)  2025-11-30T17:07Z [----] followers, [----] 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 @BrownMarubozu Also worth mapping the short thesis vs Fairfax $FFH.TO. We all have a different number for what the hidden assets are worth but you get the idea https://t.co/vMU11FQlrd @BrownMarubozu Also worth mapping the short thesis vs Fairfax $FFH.TO. We all have a different number for what the hidden assets are worth but"  
[X Link](https://x.com/VikingVan100/status/1996122654588502121)  2025-12-03T07:41Z [----] followers, [----] engagements


"Fairfaxs 6th largest publicly traded equity holding is Metlen Energy and Metals. YTD-2025 the position is up $209m or 50% or $10 per Fairfax share. Lots of tailwinds for the company. Stock will begin trading on LSE on Aug [--]. Weak US$ is tailwind for stock. $FFH.TO $MYTIL.AT"  
[X Link](https://x.com/VikingVan100/status/1948072568151515635)  2025-07-23T17:27Z [----] followers, [----] engagements


"@devrlast @devrlast great question. Fairfax 2010-2020 and $FFH.TO 2021-2025 are completely different animals. They learned from their mistakes. Fixed what needed to be fixed. And have been executing exceptionally well for [--] years now (they matured). IMHO they are just getting started"  
[X Link](https://x.com/VikingVan100/status/2001057461315211486)  2025-12-16T22:30Z [----] followers, [---] engagements


"@ClayBaumung $FFH.TO has been very good at monetizing their commodity investments in recent years. Sold Resolute Forest Products at the top of the lumber cycle in [----]. And sold Stelco for a nose-bleed high price to $CLF in [----]. Booked a monster gain on the 25M Orla shares they just sold"  
[X Link](https://x.com/VikingVan100/status/2004098219006218649)  2025-12-25T07:53Z [----] followers, [---] engagements


"@Richard15322800 Did the stage of the insurance cycle affect BRKs ability to deliver outstanding returns for shareholders over [--] yrs No it didnt. $FFH.TO business model today looks a lot like a much younger $BRK. Capital allocation is the key - and Fairfax has been best-in-class last [--] yrs"  
[X Link](https://x.com/VikingVan100/status/2006919982731682120)  2026-01-02T02:46Z [----] followers, [---] engagements


"Tom might want to do some research on a company called Fairfax Financial. Checks all [--] 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. Tom Gayner is the co-CEO and CIO of Markel Corporation. Markel is commonly referred to as a mini Berkshire Here are Tom Gayners [--] North Star Investing Principles . Source: Nasdaq https://t.co/yme6HFa46W Tom Gayner is the co-CEO and CIO of Markel Corporation. Markel is commonly referred to as a mini Berkshire Here are Tom Gayners [--] North Star"  
[X Link](https://x.com/VikingVan100/status/1957605700257083905)  2025-08-19T00:49Z [----] followers, [----] engagements

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