# ![@valueventurez Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::360398801.png) @valueventurez value venturez

value venturez posts on X about $ffhto, $nni, $glasf, $iwg the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::360398801/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::360398801/c:line/m:interactions.svg)

- [--] Week [---] +274%
- [--] Month [-----] -5.40%
- [--] Months [-----] -41%
- [--] Year [------] -54%

### Mentions: [--] [#](/creator/twitter::360398801/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::360398801/c:line/m:posts_active.svg)

- [--] Month [--] -42%
- [--] Months [--] -36%
- [--] Year [--] -44%

### Followers: [-----] [#](/creator/twitter::360398801/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::360398801/c:line/m:followers.svg)

- [--] Week [---] +0.51%
- [--] Month [---] +1.60%
- [--] Months [---] +3.10%
- [--] Year [---] +37%

### CreatorRank: [---------] [#](/creator/twitter::360398801/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::360398801/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks)  [exchanges](/list/exchanges)  [countries](/list/countries)  [travel destinations](/list/travel-destinations)  [us election](/list/us-election)  [nfl](/list/nfl) 

**Social topic influence**
[$ffhto](/topic/$ffhto) #29, [$nni](/topic/$nni), [$glasf](/topic/$glasf), [$iwg](/topic/$iwg), [$grusf](/topic/$grusf), [$dfh](/topic/$dfh), [$lode](/topic/$lode) #23, [$nvda](/topic/$nvda), [$prkr](/topic/$prkr), [$tvkto](/topic/$tvkto)

**Top accounts mentioned or mentioned by**
[@brownmarubozu](/creator/undefined) [@nestbetter](/creator/undefined) [@ragingbullcap](/creator/undefined) [@ccmbrett](/creator/undefined) [@cupofcoffeecap](/creator/undefined) [@newcomerinvest](/creator/undefined) [@1maincapital](/creator/undefined) [@timothybuffett](/creator/undefined) [@fundasyinvestor](/creator/undefined) [@campingworld](/creator/undefined) [@adhdcapital](/creator/undefined) [@nocapcap](/creator/undefined) [@happiercampers](/creator/undefined) [@alderlaneeggs](/creator/undefined) [@mananainvesting](/creator/undefined) [@tunguz](/creator/undefined) [@equitybrian](/creator/undefined) [@oscar100x](/creator/undefined) [@cj0pp3l](/creator/undefined) [@srg444](/creator/undefined)

**Top assets mentioned**
[Nelnet, Inc. Class A (NNI)](/topic/$nni) [Dream Finders Homes, Inc. (DFH)](/topic/$dfh) [NVIDIA Corp. (NVDA)](/topic/$nvda) [JOE (JOE)](/topic/$joe) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [MURPHY USA INC. (MUSA)](/topic/$musa) [NVR, Inc. (NVR)](/topic/$nvr) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Brookfield Corporation (BN)](/topic/$bn) [Markel, Corp. (MKL)](/topic/$mkl) [Pinterest, Inc. (PINS)](/topic/$pins) [Spotify Technology (SPOT)](/topic/$spot) [Boston Omaha Corporation (BOC)](/topic/$boc) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Toast, Inc. (TOST)](/topic/$tost) [Tesla, Inc. (TSLA)](/topic/$tsla) [Topgolf Callaway Brands Corp. (MODG)](/topic/$modg) [Camping World Holdings, Inc. (CWH)](/topic/$cwh) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Etsy Inc (ETSY)](/topic/$etsy)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@cndlollapalooza @boskovic64 Thoughts on the most recent quarter $WLDBF"  
[X Link](https://x.com/valueventurez/status/1458483069858598912)  2021-11-10T17:13Z [---] followers, [--] engagements


"@USWNT Can we get one last chipotle code @ChipotleTweets"  
[X Link](https://x.com/valueventurez/status/1688163217606934528)  2023-08-06T12:20Z [---] followers, [---] engagements


"@Jaro_rogue Are you surprised by the lack of insider buying at these levels $RMNI"  
[X Link](https://x.com/JBetrus/status/1711132882406699065)  2023-10-08T21:34Z [--] followers, [--] engagements


"@StanphylCap @AggieCapitalist @jonrice80 curious if youre still in $RMNI and have thoughts around recovery from here in light of the recent ruling and lack of insider buying"  
[X Link](https://x.com/JBetrus/status/1712812649858138500)  2023-10-13T12:48Z [--] followers, [---] engagements


"@BeachChairCap Also curious if you've thought about adding Fairfax to your portfolio I know you're heavy on $NNI $BRK and $MKL so figured you'd probably considered it before. I have a similar portfolio to you and am also contemplating adding $KKR"  
[X Link](https://x.com/JBetrus/status/1726283216137637929)  2023-11-19T16:56Z [---] followers, [---] engagements


"@StockSavvyShay Does $PINS get acquired"  
[X Link](https://x.com/JBetrus/status/1728571752287236561)  2023-11-26T00:29Z [--] followers, [---] engagements


"@BeachChairCap Makes sense. Do you have a view on Constellation Software"  
[X Link](https://x.com/JBetrus/status/1731165045214659069)  2023-12-03T04:14Z [--] followers, [--] engagements


"@PragmaticCap1 What are your thoughts on $PAR vs. $TOST Im long $PAR"  
[X Link](https://x.com/JBetrus/status/1732164620033442244)  2023-12-05T22:26Z [---] followers, [---] engagements


"@CCM_Brett Longs: $GOOG $AMZN $AAPL $NVDA Shorts: $TSLA $MSFT $META"  
[X Link](https://x.com/JBetrus/status/1735141444401209419)  2023-12-14T03:35Z [--] followers, [---] engagements


"@CCM_Brett $SPOT"  
[X Link](https://x.com/JBetrus/status/1737608901099761799)  2023-12-20T23:00Z [--] followers, [--] engagements


"@MackinacCap @Oddjobcapital @microcapmindset @MoS_Investing It's also frustrating to me that we're not seeing more buybacks especially when this sunk to depressed levels of $2/share. $RMNI"  
[X Link](https://x.com/JBetrus/status/1742653983330533472)  2024-01-03T21:07Z [--] followers, [--] engagements


"@vndrewredden Interesting portfolio. Whats your rationale for sizing $MODG so large"  
[X Link](https://x.com/anyuser/status/1742699876884832274)  2024-01-04T00:10Z [--] followers, [---] engagements


"@Cyrus_Fryback @1MainCapital On that note whats the reason for the meaningful discrepancy in historical performance between $IWG and $IWGFF For example [--] year performance is 1.39% for $IWG vs. 9.22% for $IWGFF. Very interesting idea and Im digging in on my diligence. Thanks"  
[X Link](https://x.com/valueventurez/status/1742742432788189456)  2024-01-04T02:59Z [---] followers, [---] engagements


"@StephenFrampto9 @HedgeFundTips Thoughts on current valuation of $TVK.TO at 9x EBITDA Im thinking of initiating a position but share price has run up quite a bit in the past few months"  
[X Link](https://x.com/JBetrus/status/1743104845182030114)  2024-01-05T02:59Z [---] followers, [--] engagements


"@aaronvalue What do you think approximate fair value is today $NNI"  
[X Link](https://x.com/anyuser/status/1743373608481628621)  2024-01-05T20:47Z [--] followers, [--] engagements


"@pedroleongarci2 Thanks for the takeaways Very helpful. Would you mind sharing your $IWG takeaways as well when you have a chance"  
[X Link](https://x.com/valueventurez/status/1744164509881663968)  2024-01-08T01:09Z [---] followers, [---] engagements


"@reasonus4 What do you see as the catalyst to unlock value Metrics have looked good for a while but Oracle litigation has been the thorn in their side $RMNI"  
[X Link](https://x.com/valueventurez/status/1745655591148699860)  2024-01-12T03:55Z [---] followers, [--] engagements


"@TimothyBuffett Thanks your situation is similar to mine. $NVDA became my largest position which I trimmed on some valuation concerns. I've actually recently made $FFH.TO a larger position than $NNI by total amount invested but think I stand to do fine on either"  
[X Link](https://x.com/JBetrus/status/1747670080912056479)  2024-01-17T17:19Z [--] followers, [---] engagements


"@FundasyInvestor Did you ever do a write-up on $TRRVF Im thinking about starting a position. Would love to get into $CSU too but just too expensive at these levels. Thanks"  
[X Link](https://x.com/valueventurez/status/1748084481192255556)  2024-01-18T20:46Z [---] followers, [---] engagements


"@FundasyInvestor Thanks Have you thought about getting back into $TRRVF Still seems relatively reasonably priced but I realize it's been on a tear the past few months"  
[X Link](https://x.com/valueventurez/status/1748085940315205937)  2024-01-18T20:52Z [---] followers, [---] engagements


"@JohnHuber72 Curious if you have updated thoughts on $ETSY. I recall you being very bullish in early [----] but its traded down significantly since then and I dont see it in your 13F. Thanks"  
[X Link](https://x.com/JBetrus/status/1748139416021762214)  2024-01-19T00:24Z [---] followers, [---] engagements


"@BrownMarubozu Where do you think equity returns end up $FFH.TO"  
[X Link](https://x.com/valueventurez/status/1748198141139013700)  2024-01-19T04:18Z [---] followers, [---] engagements


"@cupofcoffeecap Helpful thanks Do you have a view on $GRUSF"  
[X Link](https://x.com/JBetrus/status/1748393228829601986)  2024-01-19T17:13Z [--] followers, [--] engagements


"@AKWilk Curious if you've revisited $TRRVF recently The company (and share price) has been on a tear since [----] as I'm sure you know"  
[X Link](https://x.com/valueventurez/status/1748475675785228342)  2024-01-19T22:41Z [---] followers, [---] engagements


"@always_invest @johngal67496558 @TheLoneWolf58 @MattFrankelCFP @Steve_Symington Curious why you like $MKL over $FFH.TO I swapped my $MKL exposure recently. Despite the run-up in price for $FFH.TO I think its still cheaper (1.0x P/B vs. 1.5x P/B for $MKL) and growing faster. Most of this growth has come from earnings rather than multiple expansion too"  
[X Link](https://x.com/JBetrus/status/1749122058791895345)  2024-01-21T17:29Z [---] followers, [---] engagements


"@PickingMyOwn I'm torn on $BOC but admittedly not very close to it. I constantly see posts on how it's a "baby $BRK" but it seems they have not created much shareholder value since [----] when looking at just stock price. I believe in $SKYH and $DFH so find it all somewhat perplexing"  
[X Link](https://x.com/valueventurez/status/1749149631177474451)  2024-01-21T19:19Z [---] followers, [---] engagements


"@PickingMyOwn Sorry I didn't mean to suggest they haven't created value (or imply that they won't in the future). I find the setup interesting. Just trying to wrap my head around it and understand the disconnect between recent perf of $BOC vs. $DFH and $SKYH"  
[X Link](https://x.com/valueventurez/status/1749151565858869730)  2024-01-21T19:26Z [---] followers, [---] engagements


"@pedroleongarci2 Were you able to release takeaways from your $IWG meeting I may have missed them but I believe I only saw takeaways from your $LMN meeting. Thanks"  
[X Link](https://x.com/valueventurez/status/1749623834427167096)  2024-01-23T02:43Z [---] followers, [---] engagements


"@marcuslemonis @CampingWorld @GoodSam Can we get a giveaway going tomorrow for predicting the AFC and NFC Championship winners and scores $CWH"  
[X Link](https://x.com/JBetrus/status/1751314212071133353)  2024-01-27T18:40Z [---] followers, [---] engagements


"@timboutillier Yup. Sold $NVDA and was about to buy $TRRVF before it took off. Whats in store for us on $CTLP this year"  
[X Link](https://x.com/valueventurez/status/1751653704183304540)  2024-01-28T17:09Z [---] followers, [---] engagements


"@BrownMarubozu What are your thoughts on owning Fairfax vs. Fairfax India I think Fairfax is a stronger overall holding but Fairfax India seems more undervalued. I realize both are cheap though $FFH.TO"  
[X Link](https://x.com/JBetrus/status/1751679675602997643)  2024-01-28T18:52Z [--] followers, [---] engagements


"@Fishers_Way @always_invest Same with $JOE 🥲"  
[X Link](https://x.com/JBetrus/status/1751703525233418435)  2024-01-28T20:27Z [--] followers, [--] engagements


"@VikingVan100 @bhar8670 What is your "target" P/B as to where this should trade given the underlying business quality Obviously 1.05x is too low.do you think somewhere along the lines of 1.5x is more reasonable"  
[X Link](https://x.com/JBetrus/status/1752340194018066905)  2024-01-30T14:37Z [---] followers, [---] engagements


"@mukund What is the reason for such a wide discrepancy $PINS"  
[X Link](https://x.com/JBetrus/status/1752427098445115608)  2024-01-30T20:22Z [--] followers, [---] engagements


"@cupofcoffeecap This couldnt be more true. Long and strong $GLASF"  
[X Link](https://x.com/JBetrus/status/1754299188551053605)  2024-02-05T00:21Z [--] followers, [--] engagements


"@evfcfaddict Curious if youve spent time on $FIH.U too. Owns the Bangalore airport which will likely IPO down the road. The Athens airport IPO should be a good comp for that"  
[X Link](https://x.com/JBetrus/status/1754312120676548782)  2024-02-05T01:12Z [--] followers, [---] engagements


"@marcuslemonis @CampingWorld @GoodSam Can we get a @HappierCampers giveaway going on Sunday for correctly predicting the Super Bowl winners and scores $CWH"  
[X Link](https://x.com/JBetrus/status/1756155717516402860)  2024-02-10T03:18Z [---] followers, [--] engagements


"@CCM_Ryan I'm looking at starting a position. My biggest hesitation is valuation. It was more attractive last year when $DFH was at 6x earnings vs. 12x for $NVR. Now that it's 13x for $DFH vs. 16x for $NVR I don't think new investors are being compensated enough for the risk. (I/II)"  
[X Link](https://x.com/valueventurez/status/1756358285928661338)  2024-02-10T16:43Z [---] followers, [---] engagements


"@CCM_Ryan I still need to do more work but seems that multiple expansion has driven share price recently. There's also some balance sheet concerns. Maybe I'm missing the forest for the trees but will probably wait for a pullback to start a position. (II/II) $DFH"  
[X Link](https://x.com/valueventurez/status/1756358802125844899)  2024-02-10T16:45Z [---] followers, [--] engagements


"@TimothyBuffett I was in $PYCO for a while. In my opinion mgmt. is not moving fast enough and not savvy enough with capital allocation (e.g. reluctant to buying back shares). Think $JOE will work out better long-term as my land play"  
[X Link](https://x.com/JBetrus/status/1757603054180843720)  2024-02-14T03:09Z [--] followers, [--] engagements


"@TimothyBuffett I think of $PYCO more as a "cash alternative with upside" at this point $9/share has been a solid floor at least. Hard to lose money at these levels esp. given strength of the balance sheet"  
[X Link](https://x.com/JBetrus/status/1757603500312183227)  2024-02-14T03:11Z [--] followers, [--] engagements


"@JesterFinance @RazorSharpDNA Why not $KKR"  
[X Link](https://x.com/valueventurez/status/1758638385760194933)  2024-02-16T23:43Z [---] followers, [--] engagements


"@RazorSharpDNA @JesterFinance Got it. Id love to own $APO but the price has been running up from my desired entry point"  
[X Link](https://x.com/JBetrus/status/1758656074151034903)  2024-02-17T00:54Z [---] followers, [--] engagements


"@ArneUlland How do you feel about $LMN.V and $TOI.V"  
[X Link](https://x.com/JBetrus/status/1758925441069350973)  2024-02-17T18:44Z [---] followers, [---] engagements


"@zenvesting_4DNL @real777mellon @AlderLaneEggs As it relates to Canadian oil do you have a view on $SCR.TO"  
[X Link](https://x.com/JBetrus/status/1759193534702211470)  2024-02-18T12:29Z [---] followers, [--] engagements


"@CapitalVoss I see from your 13F that you added $PAR in Q4 (1.5% position) will you be sharing a write-up for that as well Thanks"  
[X Link](https://x.com/JBetrus/status/1759719579524239555)  2024-02-19T23:20Z [---] followers, [---] engagements


"@JohnHuber72 Circling back on $ETSY as the business has really stagnated. There's an interesting comment on the latest VIC write-up from 11/21 that the last price increase alienated sellers and permanently capped their business. Any updated thoughts on this one"  
[X Link](https://x.com/JBetrus/status/1760656496591773893)  2024-02-22T13:23Z [---] followers, [--] engagements


"@ragingbullcap Speaking of office have you spent time on $IWG Fintwit is pretty bullish on the transition towards a more capital-light model"  
[X Link](https://x.com/valueventurez/status/1771933953571672091)  2024-03-24T16:15Z [---] followers, [---] engagements


"@chitchatstocks Im sure you cover this but how do you feel about the fact $DFH basically trades in line with $NVR on valuation Should be a discount no $DFH was a fat pitch when it got down to like a P/E of [--] recent stock growth seems to be via multiple expansion"  
[X Link](https://x.com/valueventurez/status/1774145194352390493)  2024-03-30T18:42Z [---] followers, [---] engagements


"@DeepMoatSociety Prefer $JOE for my land play over $PCYO"  
[X Link](https://x.com/valueventurez/status/1774568858499559721)  2024-03-31T22:46Z [---] followers, [---] engagements


"@BrownMarubozu @MananaInvesting @ReturnsJourney Thanks. Someone else mentioned on here a positive RBC note maybe that helped too at the end of the day. I own both $SCR.TO directly and indirectly through $FFH.TO so a win-win"  
[X Link](https://x.com/valueventurez/status/1774935345265623231)  2024-04-01T23:02Z [---] followers, [---] engagements


"@chitchatstocks $IWG"  
[X Link](https://x.com/valueventurez/status/1774951649112445188)  2024-04-02T00:07Z [---] followers, [---] engagements


"@pedroleongarci2 I'm long $TVK too Curious if you're willing to disclose some of your other top positions. I recall you looking closely at $IWG a few months ago. Thanks"  
[X Link](https://x.com/valueventurez/status/1775179285491253552)  2024-04-02T15:11Z [---] followers, [---] engagements


"@Calvsams How do you feel about subscription revenue decelerating in recent quarters $CTLP"  
[X Link](https://x.com/valueventurez/status/1778142095024283978)  2024-04-10T19:24Z [---] followers, [--] engagements


"@Alex__Pitti $PAR and $SPOT will crush it long-term"  
[X Link](https://x.com/valueventurez/status/1778568290907881627)  2024-04-11T23:38Z [---] followers, [---] engagements


"@Retail_Investin And $GRUSF"  
[X Link](https://x.com/valueventurez/status/1778765662912962700)  2024-04-12T12:42Z [---] followers, [---] engagements


"@CCM_Brett Why do you think that is Inflecting profitability I continue to see more bulls on $AMZN than Ive seen in a while"  
[X Link](https://x.com/valueventurez/status/1778915719930912795)  2024-04-12T22:38Z [---] followers, [---] engagements


"@marketplunger1 $IWG"  
[X Link](https://x.com/valueventurez/status/1779232513212273118)  2024-04-13T19:37Z [---] followers, [---] engagements


"@everydaystocksx Whats your outlook for $AAPL"  
[X Link](https://x.com/valueventurez/status/1779705859448115215)  2024-04-15T02:58Z [---] followers, [--] engagements


"@ragingbullcap Curious if you have a view on $DFH thanks"  
[X Link](https://x.com/valueventurez/status/1779953449825681845)  2024-04-15T19:22Z [---] followers, [---] engagements


"@ragingbullcap Was great value when it was at like a [--] P/E. It's been on a tear and now trades at a [--] P/E. $NVR trades at a [--] P/E and is the best operator in the space. $DFH would need to be cheaper on a relative basis for me should trade at a larger discount imo"  
[X Link](https://x.com/valueventurez/status/1779954353861689596)  2024-04-15T19:26Z [---] followers, [---] engagements


"@ragingbullcap The reason I asked about $DFH specifically is bc they use a very similar asset-light model and have been branded as a baby $NVR. And we all know how well $NVR has done over time"  
[X Link](https://x.com/valueventurez/status/1779954572535976332)  2024-04-15T19:26Z [---] followers, [---] engagements


"@AndrewRangeley @GreenhavenRoad Looking forward to this one When will it be posted $PAR"  
[X Link](https://x.com/valueventurez/status/1779969966566998505)  2024-04-15T20:28Z [---] followers, [---] engagements


"@ohcapideas Comparing $MKL to $FFH.TO at the moment Im not sure who would want to own $MKL. There is no better example of GARP in this frothy market than $FFH.TO. Amazing value still despite the run-up in recent years"  
[X Link](https://x.com/valueventurez/status/1779990455955964174)  2024-04-15T21:49Z [---] followers, [---] engagements


"@EBITDAOPEXCOGS @ragingbullcap I was just referring to their biz model of using lot purchase agreements for building lots instead of buying undeveloped land and then developing lots to build homes leading to higher ROIC. Idk much about the names youve listed. $GRBK is another on my list to look at"  
[X Link](https://x.com/valueventurez/status/1780043907868340702)  2024-04-16T01:21Z [---] followers, [--] engagements


"@JulianKlymochko Long $KKR"  
[X Link](https://x.com/valueventurez/status/1780963535654166595)  2024-04-18T14:16Z [---] followers, [--] engagements


"@clonedcapital What is the likelihood that $IWG acquires WeWork I've seen this mentioned before as an idea"  
[X Link](https://x.com/valueventurez/status/1780963725890949257)  2024-04-18T14:16Z [---] followers, [---] engagements


"@tunguz Congrats on your career at NVDA Incredible company and Im long the stock. Do you see any near-term risk to other big tech companies bringing their chip production in-house $NVDA"  
[X Link](https://x.com/valueventurez/status/1781827134593302653)  2024-04-20T23:27Z [---] followers, [--] engagements


"@tunguz Good companies are nimble and adaptable such as $META buying Instagram. Outside of chip dominance where do you see $NVDA going over the next 5-10 years Thanks"  
[X Link](https://x.com/valueventurez/status/1782082415487226217)  2024-04-21T16:22Z [---] followers, [--] engagements


"@ragingbullcap @ADHD_Capital $FFH.TO $KKR $NNI $BRK $JOE"  
[X Link](https://x.com/valueventurez/status/1782150014732554485)  2024-04-21T20:50Z [---] followers, [----] engagements


"@chrisinmontreal @cap_zay I can understand most of those but why $NVDA"  
[X Link](https://x.com/valueventurez/status/1782179126868099191)  2024-04-21T22:46Z [---] followers, [---] engagements


"@HYcorps @ADHD_Capital I'm long $JOE and $TVK.TO. I would comfortably classify $JOE as a long-term hold but not sure about $TVK.TO. What gets you comfortable with the sustainability of their runway Thanks"  
[X Link](https://x.com/valueventurez/status/1782180691716751509)  2024-04-21T22:52Z [---] followers, [---] engagements


"@CharlesLi3 @27XVII And the same logic applies for US investors correct As a US investor if you invest in a Canadian security youre only taxed at your US capital gains tax rate correct Thanks"  
[X Link](https://x.com/valueventurez/status/1782218591514845196)  2024-04-22T01:23Z [---] followers, [--] engagements


"@EquityBrian @ADHD_Capital Great list. I own $NNI $BRK and $AMZN. I prefer $KKR over $BN and $FFH.TO over $MKL"  
[X Link](https://x.com/valueventurez/status/1783094724636672185)  2024-04-24T11:24Z [---] followers, [---] engagements


"@NuggetCapital Adding @BrownMarubozu as well"  
[X Link](https://x.com/valueventurez/status/1783135785908121922)  2024-04-24T14:07Z [---] followers, [--] engagements


"@noahpetey @ADHD_Capital $BUR has earned a 14x total return since IPO [--] years ago. What type of growth do you think it can sustain moving forward"  
[X Link](https://x.com/valueventurez/status/1783190430030385544)  2024-04-24T17:45Z [---] followers, [---] engagements


"@tunguz How long do you think $NVDA can maintain its dominance I saw your other post about no other tech companies catching up to them this decade. Thanks"  
[X Link](https://x.com/valueventurez/status/1784226261759406257)  2024-04-27T14:21Z [---] followers, [--] engagements


"@Coffee__Capital Who do you think will most likely be displaced If I had to bet on any big tech not to be displaced soon itd be $GOOG $MSFT and $AMZN"  
[X Link](https://x.com/valueventurez/status/1784400436897669513)  2024-04-28T01:53Z [---] followers, [--] engagements


"@Market Predictions for $CWH earnings"  
[X Link](https://x.com/valueventurez/status/1785435681600217139)  2024-04-30T22:26Z [---] followers, [---] engagements


"@Market Whats your long-term thesis Is it just continued M&A to roll up smaller operators continued growth of services to offset cyclicality wait for interest rate cuts to play the cycle etc"  
[X Link](https://x.com/valueventurez/status/1785474461396787303)  2024-05-01T01:00Z [---] followers, [--] engagements


"@BeachChairCap @Market Thats what Im thinking too. Basically dead money until we see a rate cut / more confidence in discretionary spending. At least they seem to be trying to use a weak market to grow market sharewell see how it works out"  
[X Link](https://x.com/valueventurez/status/1785480902400745692)  2024-05-01T01:26Z [---] followers, [--] engagements


"@1MainCapital @kingdomcapadv Positive or negative $NVDA"  
[X Link](https://x.com/valueventurez/status/1787944121971122362)  2024-05-07T20:34Z [---] followers, [---] engagements


"@Investmentideen $IWG. Market leader transitioning to a capital-light model"  
[X Link](https://x.com/valueventurez/status/1793030773693386952)  2024-05-21T21:27Z [---] followers, [---] engagements


"@Adam_Wyden @Investmentideen Adam - what are your thoughts on current $PAR valuation"  
[X Link](https://x.com/valueventurez/status/1793045342478385408)  2024-05-21T22:24Z [---] followers, [---] engagements


"@tunguz Prediction for $NVDA earnings tomorrow"  
[X Link](https://x.com/valueventurez/status/1793088438486614446)  2024-05-22T01:16Z [---] followers, [---] engagements


"@BrownMarubozu $FFH.TO is now my largest position at cost by far. Not 35% of my portfolio like you closer to 10%. Excited for the journey ahead"  
[X Link](https://x.com/valueventurez/status/1798681987550707771)  2024-06-06T11:42Z [---] followers, [---] engagements


"@VikingVan100 Curious what you think returns over the next [--] years or so will look like My guess is 15% annualized Im hoping for a double over that period. $FFH.TO"  
[X Link](https://x.com/valueventurez/status/1799619218025148790)  2024-06-09T01:47Z [---] followers, [---] engagements


"@TimothyBuffett @Alex__Pitti Any idea why it's down 19% pre-market Is that an error $PCYO"  
[X Link](https://x.com/valueventurez/status/1800866145886753195)  2024-06-12T12:22Z [---] followers, [---] engagements


"@SeekingWinners_ @ArneUlland $FFH.TO is the one to really study if you want to talk about beating the S&P and big tech over the next decade"  
[X Link](https://x.com/valueventurez/status/1801011691485909064)  2024-06-12T22:00Z [---] followers, [---] engagements


"@CCM_Brett $FFH.TO"  
[X Link](https://x.com/valueventurez/status/1801019029013827990)  2024-06-12T22:29Z [---] followers, [---] engagements


"@EquityBrian What's your best guess as to how $NNI will compound BVPS moving forward 10%/year"  
[X Link](https://x.com/valueventurez/status/1801672222681272355)  2024-06-14T17:45Z [---] followers, [--] engagements


"@bizalmanac @BrooksideSamson @JerryCap And $FFH.TO"  
[X Link](https://x.com/valueventurez/status/1802022844450386062)  2024-06-15T16:58Z [---] followers, [---] engagements


"@BrownMarubozu You think this sell-off is due to the upcoming step-up in Canadian cap gains taxes $FFH.TO"  
[X Link](https://x.com/valueventurez/status/1802754426165137766)  2024-06-17T17:25Z [---] followers, [----] engagements


"@TrentBlair19 Yup. Seeing that with my [--] Canadian investments today: $FFH.TO $TVK.TO and $SCR.TO"  
[X Link](https://x.com/valueventurez/status/1802759304824451323)  2024-06-17T17:44Z [---] followers, [----] engagements


"@TrentBlair19 Same. On the bright side I'm sure $FFH.TO is buying back more shares"  
[X Link](https://x.com/valueventurez/status/1802761419756044512)  2024-06-17T17:53Z [---] followers, [---] engagements


"@BrownMarubozu @TidefallCapital @MananaInvesting Thanks One more question - Im American and continue to see Canadians on Fintwit complain about your countrys macro and economic policies more than Ive seen before. Frankly I view that as a larger risk than $FFH.TO as a standalone company. Any thoughts on that"  
[X Link](https://x.com/valueventurez/status/1803235417224851771)  2024-06-19T01:16Z [---] followers, [---] engagements


"@ReneSellmann $FFH.TO $AMZN $NNI"  
[X Link](https://x.com/valueventurez/status/1804527432692633871)  2024-06-22T14:50Z [---] followers, [---] engagements


"@kejca $KKR $FFH.TO $BRK $NNI $AMZN $JOE"  
[X Link](https://x.com/valueventurez/status/1804873218735444099)  2024-06-23T13:44Z [---] followers, [---] engagements


"@clonedcapital @onisacsmalc @1MainCapital any thoughts here $IWG"  
[X Link](https://x.com/valueventurez/status/1805284519446200449)  2024-06-24T16:59Z [---] followers, [---] engagements


"@sallis_joe @CDInewsletter $FFH.TO. Also starting to dig into some of the insurance broker names like $BRO"  
[X Link](https://x.com/valueventurez/status/1805618673597440116)  2024-06-25T15:06Z [---] followers, [---] engagements


"@sallis_joe @CDInewsletter Yes @VikingVan100 and @BrownMarubozu are the experts on $FFH.TO. It's my largest position by cost basis"  
[X Link](https://x.com/valueventurez/status/1805622083642343849)  2024-06-25T15:20Z [---] followers, [---] engagements


"@BrownMarubozu Agreed $FFH.TO is my largest position at cost. Playing for a double in 4-5 years and LT compounding beyond that"  
[X Link](https://x.com/valueventurez/status/1806069001769910324)  2024-06-26T20:56Z [---] followers, [---] engagements


"@CCM_Brett $FFH.TO"  
[X Link](https://x.com/valueventurez/status/1806804891400331438)  2024-06-28T21:40Z [---] followers, [---] engagements


"@CCM_Brett Need some $FFH.TO and $BRK in there to complement $NNI"  
[X Link](https://x.com/valueventurez/status/1806828681920491609)  2024-06-28T23:15Z [---] followers, [---] engagements


"@bizalmanac Thoughts on $ATD.TO vs. $MUSA"  
[X Link](https://x.com/valueventurez/status/1814704218655048155)  2024-07-20T16:49Z [---] followers, [---] engagements


"@SkipDogEats Great deal for who $FFH.TO or $ZZZ.TO"  
[X Link](https://x.com/valueventurez/status/1815356139850125548)  2024-07-22T12:00Z [---] followers, [---] engagements


"@BrownMarubozu @luckybutsmart What are your thoughts on the acquisition Fintwit sentiment seems to be largely negative.admittedly doesn't seem like great capital allocation at first glance but the FFH team has earned the benefit of the doubt imo. $FFH.TO"  
[X Link](https://x.com/valueventurez/status/1815374735192068363)  2024-07-22T13:13Z [---] followers, [---] engagements


"@FundasyInvestor Isn't $KNSL still valued quite richly I'm in the $FFH.TO camp and considering a position in $IGIC"  
[X Link](https://x.com/valueventurez/status/1815459854833917952)  2024-07-22T18:52Z [---] followers, [---] engagements


"@blondesnmoney Great read. Do you expect this to be a LT compounder or ST holding for you I'm very long $FFH.TO and looking to complement my exposure in the insurance space. Approx. what % of your actively managed portfolio does $IGIC comprise Thanks"  
[X Link](https://x.com/valueventurez/status/1815477760107872342)  2024-07-22T20:03Z [---] followers, [---] engagements


"@HighBetaBrendan You have to be extremely careful buying security stocks today given the conflict of interest with the gov. The $CRWD Chief Security Officer is an FBI vet (24 years with the FBI) and colluded with them to wipe out Trump assassination evidence"  
[X Link](https://x.com/valueventurez/status/1815759006251512218)  2024-07-23T14:40Z [---] followers, [---] engagements


"@oscar100_x I'm very long $FFH.TO and close to starting a small position in $IGIC. How do you think about time horizon on $IGIC Do you think it's a coffee can stock What are your expectations for forward-looking risk/return vs. $FFH.TO Thanks"  
[X Link](https://x.com/valueventurez/status/1815846806703485247)  2024-07-23T20:29Z [---] followers, [---] engagements


"@flamingquiver @FundasyInvestor What do you think about $IGIC"  
[X Link](https://x.com/valueventurez/status/1817292305776439489)  2024-07-27T20:13Z [---] followers, [---] engagements


"@thexcapitalist $FFH.TO"  
[X Link](https://x.com/valueventurez/status/1817295879692517502)  2024-07-27T20:27Z [---] followers, [---] engagements


"@flamingquiver @FundasyInvestor I agree. I would only buy $IGIC since I already have a large $FFH.TO position and am hesitant to concentrate more. Thats not a great reason to buy"  
[X Link](https://x.com/valueventurez/status/1817532393961476413)  2024-07-28T12:07Z [---] followers, [---] engagements


"@CJ0pp3l $FFH.TO $TVK.TO $SCR.TO"  
[X Link](https://x.com/valueventurez/status/1817636109461184597)  2024-07-28T18:59Z [---] followers, [---] engagements


"@oscar100_x Thoughts on the quarter overall Results look good to me $FFH.TO"  
[X Link](https://x.com/valueventurez/status/1819123359596130353)  2024-08-01T21:29Z [---] followers, [---] engagements


"@voltino_cro @BrownMarubozu Any idea why this is getting hit today $FFH.TO"  
[X Link](https://x.com/valueventurez/status/1821225962102481250)  2024-08-07T16:44Z [---] followers, [---] engagements


"@HerrKamrer Thank you I like your portfolio. Get a little $FFH.TO in there too 🙂"  
[X Link](https://x.com/valueventurez/status/1822228450553331752)  2024-08-10T11:08Z [---] followers, [---] engagements


"@BluthCapital Easy $FFH.TO"  
[X Link](https://x.com/valueventurez/status/1823160721812668616)  2024-08-13T00:52Z [---] followers, [---] engagements


"@BrownMarubozu Would you mind directing me to the Scotia note if you're able to Thanks $FFH.TO"  
[X Link](https://x.com/valueventurez/status/1824064308851961888)  2024-08-15T12:43Z [---] followers, [---] engagements


"@oscar100_x @Divergent7651 Any others You think $IGIC has similar long-term potential as $FFH.TO"  
[X Link](https://x.com/valueventurez/status/1824829017171562742)  2024-08-17T15:21Z [---] followers, [---] engagements


"@BrownMarubozu Fingers crossed for $FFH.TO 🤞"  
[X Link](https://x.com/valueventurez/status/1832018513592000675)  2024-09-06T11:30Z [---] followers, [---] engagements


"@tsxman @BB19043 Any idea why $SCR.TO is getting hit today @BrownMarubozu"  
[X Link](https://x.com/valueventurez/status/1833523056796701033)  2024-09-10T15:08Z [---] followers, [---] engagements


"@BrownMarubozu @AAGresearch Whats your weighting to $SCR.TO"  
[X Link](https://x.com/valueventurez/status/1840184588443750473)  2024-09-29T00:19Z [---] followers, [---] engagements


"@ACIPartnerhship @growthstonksbro Are you concerned at all about $FFH.TO exposure to the impact"  
[X Link](https://x.com/valueventurez/status/1844068411518877900)  2024-10-09T17:32Z [---] followers, [---] engagements


"@BrownMarubozu What do you mean by lollapalooza effects $SCR.TO"  
[X Link](https://x.com/valueventurez/status/1846630231831912920)  2024-10-16T19:12Z [---] followers, [---] engagements


"@DannyOcean555 What's your view on $MUSA"  
[X Link](https://x.com/valueventurez/status/1846631719295946832)  2024-10-16T19:18Z [---] followers, [--] engagements


"@BrownMarubozu Thoughts on the reorg just announced https://financialpost.com/commodities/energy/oil-gas/strathcona-resources-ceo-steps-down-reorganization https://financialpost.com/commodities/energy/oil-gas/strathcona-resources-ceo-steps-down-reorganization"  
[X Link](https://x.com/valueventurez/status/1849845594681909750)  2024-10-25T16:08Z [---] followers, [--] engagements


"@NewcomerInvest Nice thread. Why do you like $ATD over $MUSA or $CASY which are both smaller and potentially earlier in their growth cycle"  
[X Link](https://x.com/valueventurez/status/1853157725280125262)  2024-11-03T19:30Z [---] followers, [---] engagements


"@NewcomerInvest Got it. Im a US investor so most of my holdings are US. My Canadian investments are $FFH $TVK and $SCR. $TVK has run up a bit but seems like a nice fit for your portfolio based on your other holdings"  
[X Link](https://x.com/valueventurez/status/1853255809129394647)  2024-11-04T01:59Z [---] followers, [---] engagements


"@NewcomerInvest Are you more bullish on $FFH or $BN over the next 5-10 years"  
[X Link](https://x.com/valueventurez/status/1855730321343336490)  2024-11-10T21:52Z [---] followers, [----] engagements


"@NewcomerInvest Thanks I recently started a position in $BN but have a much larger position in $FFH"  
[X Link](https://x.com/valueventurez/status/1855732859731836991)  2024-11-10T22:02Z [---] followers, [---] engagements


"@RAMCOCAPITAL @compoundpapi Why do you expect $MUSA to rip over the next decade Im considering a long position but hesitant given the recent multiple expansion thats contributed to returns. Thanks"  
[X Link](https://x.com/valueventurez/status/1856713221383815472)  2024-11-13T14:58Z [---] followers, [--] engagements


"@NestBetter Curious how you view $IBKR now on valuation I'd like to start a position at some point but it's run up too quickly for me to get comfortable. Thanks"  
[X Link](https://x.com/valueventurez/status/1856721872932511857)  2024-11-13T15:32Z [---] followers, [--] engagements


"@MebFaber Long $IWG"  
[X Link](https://x.com/valueventurez/status/1868318286451994657)  2024-12-15T15:32Z [---] followers, [---] engagements


"@SimeonResearch_ $FFH.TO $TVK.TO $SCR.TO $MATR.TO"  
[X Link](https://x.com/valueventurez/status/1869119662686081081)  2024-12-17T20:37Z [---] followers, [---] engagements


"@trading4orlife What's the elevator pitch on why $ASML is an easy 2x Thanks"  
[X Link](https://x.com/valueventurez/status/1871232597000614268)  2024-12-23T16:33Z [---] followers, [--] engagements


"@ar75ne @NewcomerInvest Why $LMN.V over Constellation Software or Topicus Thanks"  
[X Link](https://x.com/valueventurez/status/1874255348770759043)  2025-01-01T00:44Z [---] followers, [---] engagements


"@Infant_Investor Thanks Are you in $FFH.TO by any chance"  
[X Link](https://x.com/valueventurez/status/1876328856761532635)  2025-01-06T18:03Z [---] followers, [---] engagements


"@BrownMarubozu What type of return are you underwriting $MKO.V to Im not a big commodity guy but I work in PE know Waterous and am long $SCR.TO so $MKO.V has peaked my interest. Thanks"  
[X Link](https://x.com/valueventurez/status/1876395153981866185)  2025-01-06T22:27Z [---] followers, [---] engagements


"@BrownMarubozu Helpful thanks. One of my concerns with playing in this space is the lack of interested buyers so hard to rely on multiple expansion. Sounds like you get to your return just through operational performance. Can they also pull the buyback lever (as was the case with $AMR)"  
[X Link](https://x.com/valueventurez/status/1876634236217639000)  2025-01-07T14:17Z [---] followers, [---] engagements


"@NewcomerInvest Thoughts on the relative valuation of $FFH vs. $EQB I have a large $FFH position that I may add to but also thinking about starting an $EQB position. Thanks"  
[X Link](https://x.com/valueventurez/status/1878950702216815069)  2025-01-13T23:42Z [---] followers, [---] engagements


"@BrownMarubozu I'm a little confused here.did FFH commit $750mm to WEF III WEF III has raised $1bn to date so that would make them the majority LP. Sorry for the confusion"  
[X Link](https://x.com/valueventurez/status/1879699946259218882)  2025-01-16T01:19Z [---] followers, [---] engagements


"@SimeonResearch_ @CJ0pp3l Why Topicus over Lumine or Constellation Software"  
[X Link](https://x.com/valueventurez/status/1880765233163338222)  2025-01-18T23:52Z [---] followers, [---] engagements


"@NestBetter Are you selling both for valuation purposes I'm long $TVK.TO and have considered a position in $IBKR but too expensive at the moment"  
[X Link](https://x.com/valueventurez/status/1888635362643231166)  2025-02-09T17:05Z [---] followers, [---] engagements


"@spodniewkant @ragingbullcap Im wondering this too. How do you think about the relative attractiveness of $CRON vs. the assets in $TOKE Im long $GRUSF and $GLASF but think $CRON is interesting as an asset play and diversifier"  
[X Link](https://x.com/valueventurez/status/1888707846033838177)  2025-02-09T21:53Z [---] followers, [---] engagements


"@NewcomerInvest Is $BN the one company with the better track record"  
[X Link](https://x.com/valueventurez/status/1898518465474105547)  2025-03-08T23:37Z [---] followers, [---] engagements


"@porterstansb Great thread thank you Curious how you view this one vs. $DFH"  
[X Link](https://x.com/valueventurez/status/1898534510054051962)  2025-03-09T00:41Z [---] followers, [--] engagements


"@aaronvalue @KevinIto1 @aaronvalue will you be doing a write-up or recording of any sort on the $GRUSF results"  
[X Link](https://x.com/valueventurez/status/1907421151170593275)  2025-04-02T13:13Z [---] followers, [---] engagements


"@NestBetter Why decrease $TVK.TO"  
[X Link](https://x.com/valueventurez/status/1908219597796360492)  2025-04-04T18:06Z [---] followers, [---] engagements


"@kndistressed Why $IGIC and no $FFH.TO"  
[X Link](https://x.com/valueventurez/status/1911018420260286671)  2025-04-12T11:27Z [---] followers, [---] engagements


"@wizard_waterloo Do you have thoughts on $HOV vs. other asset-light builders like $DFH $NVR etc. I think $HOV is riskier with higher upside if/when the multiple re-rates but would love to hear your thoughts. Thanks"  
[X Link](https://x.com/valueventurez/status/1911752123068330043)  2025-04-14T12:03Z [---] followers, [--] engagements


"@qbert50000 @BrownMarubozu @luckybutsmart Are you aware of any potential tax issues for US investors to invest in $MKO.V Im considering a position but am tapped out for capacity in my tax-exempt accounts unfortunately. Thanks"  
[X Link](https://x.com/valueventurez/status/1914009155993555367)  2025-04-20T17:31Z [---] followers, [---] engagements


"@Sebasti52874871 Whats your view on $ACIC Im long $FFH.TO and $JOE. Have also considered $IGIC for incremental insurance exposure. Thanks"  
[X Link](https://x.com/valueventurez/status/1916084897434812519)  2025-04-26T11:00Z [---] followers, [---] engagements


"@cupofcoffeecap Ive read @ragingbullcap research on $OGI and $CRON. @ragingbullcap do you have a strong view on $GLASF and $GRUSF Apologies if youve covered them in detail already thanks"  
[X Link](https://x.com/valueventurez/status/1921676733142442049)  2025-05-11T21:20Z [---] followers, [---] engagements


"@DvdndDiplomats $FFH.TO"  
[X Link](https://x.com/valueventurez/status/1922059638586888393)  2025-05-12T22:41Z [---] followers, [---] engagements


"@BrownMarubozu I started a position in $MKO.V this morning Now long $FFH.TO $SCR.TO and $MKO.V"  
[X Link](https://x.com/valueventurez/status/1922367669807788096)  2025-05-13T19:05Z [---] followers, [---] engagements


"@focusonquality_ How do you size them in your portfolio I probably have the most long-term conviction in Topicus from what Ive read. Much smaller market cap = lower base from which it can compound compared to Constellation Software"  
[X Link](https://x.com/valueventurez/status/1922495554291994811)  2025-05-14T03:33Z [---] followers, [---] engagements


"@CCM_Brett You mean we go to $FFH.TO instead. Thats the real baby $BRK"  
[X Link](https://x.com/valueventurez/status/1924988293038456965)  2025-05-21T00:39Z [---] followers, [---] engagements


"@BrownMarubozu @hamiderfani Helpful thanks How much of that return do you expect will come from operating performance vs. multiple expansion"  
[X Link](https://x.com/valueventurez/status/1929281217553141846)  2025-06-01T20:57Z [---] followers, [--] engagements


"@NestBetter Heres a good write-up. @BrownMarubozu is the expert on this one so Id defer to some of his tweets and commentary since they address it better than I can. https://open.substack.com/pub/canadianvaluestocks/p/mako-mining-and-sailfish-royaltiesr=ecc87 https://open.substack.com/pub/canadianvaluestocks/p/mako-mining-and-sailfish-royaltiesr=ecc87"  
[X Link](https://x.com/valueventurez/status/1931120499427299466)  2025-06-06T22:46Z [---] followers, [---] engagements


"@PropertyBigE @SnakeBlissken81 @srg444 @CGasparino @AlderLaneEggs @UCBerkeley Im long $GLASF and would be curious to hear your thoughts on how hemp closing makes them stronger"  
[X Link](https://x.com/valueventurez/status/1931494729838969016)  2025-06-07T23:33Z [---] followers, [---] engagements


"@ArturoVandelayI Agreed. Im long $GLASF and agree its a massive opportunity"  
[X Link](https://x.com/valueventurez/status/1932243908307927334)  2025-06-10T01:10Z [---] followers, [---] engagements


"@no_cap_cap Why $LMN.V specifically and not $TOI.V"  
[X Link](https://x.com/valueventurez/status/1932734769734828129)  2025-06-11T09:40Z [---] followers, [---] engagements


"@no_cap_cap @commonsense937 Why sell CSU but keep LMN and TOI Wouldnt they both be impacted by your same concerns Love your portfolio btw lots of overlap with mine"  
[X Link](https://x.com/valueventurez/status/1933978390085746829)  2025-06-14T20:02Z [---] followers, [--] engagements


"@no_cap_cap @commonsense937 My belief is that the serial acquirer model affords more flexibility to adapt and pivot with changes in technology but perhaps thats just a naive uninformed view. TOI and LMN would be bets on management to skate where the puck is going as needed"  
[X Link](https://x.com/valueventurez/status/1933980364738887947)  2025-06-14T20:10Z [---] followers, [---] engagements


"@BrownMarubozu @mez5555 Outside of index inclusion what do you view as other sources of future inflows"  
[X Link](https://x.com/valueventurez/status/1934977617800708378)  2025-06-17T14:13Z [---] followers, [---] engagements


"@ThomasD45437 What makes you so confident well get regulatory change Im long $GLASF"  
[X Link](https://x.com/valueventurez/status/1935842960056500269)  2025-06-19T23:31Z [---] followers, [---] engagements


"@jesseredmond @kylekazanceo @GlassHouseBR Will the q&a / any materials from the investor sesh be made available to investors who were unable to attend in person $GLASF"  
[X Link](https://x.com/valueventurez/status/1936932314006868257)  2025-06-22T23:40Z [---] followers, [---] engagements


"@BrownMarubozu When's the next time $FFH.TO can be considered for index inclusion"  
[X Link](https://x.com/valueventurez/status/1937937022309527940)  2025-06-25T18:12Z [---] followers, [---] engagements


"@ParrotCapital Whats your view on if / when well see reform $GLASF"  
[X Link](https://x.com/valueventurez/status/1939084413427687837)  2025-06-28T22:12Z [---] followers, [--] engagements


"@ParrotCapital Thanks How big is your $GLASF position as a % of your portfolio Im at about 3% and thinking about upping it but obviously know theres risk too"  
[X Link](https://x.com/valueventurez/status/1939134834812584162)  2025-06-29T01:32Z [---] followers, [---] engagements


"@retaox $FFH.TO"  
[X Link](https://x.com/valueventurez/status/1939373535262306526)  2025-06-29T17:20Z [---] followers, [---] engagements


"@Market_Junky What makes you feel confident this is a nothing burger There are so many conflicting reports that it's difficult to make sense of what has really happened"  
[X Link](https://x.com/valueventurez/status/1944204560794349570)  2025-07-13T01:17Z [---] followers, [---] engagements


"@BerkelKip @KairosPraxis @NicoperJES @no_cap_cap @AltaFoxCapital Thank you"  
[X Link](https://x.com/valueventurez/status/1952438569638977880)  2025-08-04T18:36Z [---] followers, [--] engagements


"@BrownMarubozu @NuggetCapital It blows my mind how the $MEG.TO shareholders just have no clue how $SCR.TO would re-rate post-acquisition. Its so simple yet theyre all stuck in their old thinking"  
[X Link](https://x.com/valueventurez/status/1954357711434305625)  2025-08-10T01:42Z [---] followers, [---] engagements


"@BrownMarubozu Is your take that the Alberta Indigenous Opps Corp. will refrain from financing the joint bid for $MEG with $CVE given their statement about not being in the business of participating in M&A"  
[X Link](https://x.com/valueventurez/status/1957049282055336351)  2025-08-17T11:58Z [---] followers, [---] engagements


"@BrownMarubozu Could you briefly explain how the return of capital would work and why its more tax-efficient I had assumed the dividend would be the only option. Thanks"  
[X Link](https://x.com/valueventurez/status/1963558448810860603)  2025-09-04T11:03Z [---] followers, [---] engagements


"@LeoLilja @MarkusEndl @PaulAndreola Thoughts on current valuation (slightly under 9x EBITDA) Still seems fairly reasonable given the long runway ahead for buy-and-build but also conscious of the fact this has been on a tear and is probably due for a breather. $TVK.TO"  
[X Link](https://x.com/valueventurez/status/1745116547247403065)  2024-01-10T16:13Z [---] followers, [---] engagements


"@cupofcoffeecap Are you more bullish on $GRUSF or $GLASF Im about 50/50 allocated between the two"  
[X Link](https://x.com/valueventurez/status/1776766829903347854)  2024-04-07T00:19Z [---] followers, [---] engagements


"@MananaInvesting $NNI"  
[X Link](https://x.com/valueventurez/status/1814050258181050417)  2024-07-18T21:30Z [---] followers, [---] engagements


"@Cyrus_Fryback @MananaInvesting And $NNI"  
[X Link](https://x.com/valueventurez/status/1815369870294352325)  2024-07-22T12:54Z [---] followers, [---] engagements


"@CJ0pp3l $NNI"  
[X Link](https://x.com/valueventurez/status/1818351097612046514)  2024-07-30T18:20Z [---] followers, [---] engagements


"@oscar100_x Thoughts on $NNI"  
[X Link](https://x.com/valueventurez/status/1820975925011374319)  2024-08-07T00:11Z [---] followers, [---] engagements


"@EquityBrian Thoughts on $NNI quarter"  
[X Link](https://x.com/valueventurez/status/1821680860002697587)  2024-08-08T22:52Z [---] followers, [---] engagements


"@DeepSailCapital $GLASF $GRUSF $NNI $TVK.TO"  
[X Link](https://x.com/valueventurez/status/1838720959412314385)  2024-09-24T23:23Z [---] followers, [---] engagements


"@OracleofWallSt Curious why you exited $MUSA thanks"  
[X Link](https://x.com/valueventurez/status/1840184871580274920)  2024-09-29T00:20Z [---] followers, [--] engagements


"@BeaverdaleCap @KoyfinCharts What gives you confidence that $MUSA can double Im thinking about starting a position but realize its run up a lot. Thanks"  
[X Link](https://x.com/valueventurez/status/1840185382651969847)  2024-09-29T00:22Z [---] followers, [--] engagements


"@Disneybeachlv Add $FFH.TO $NNI $BRK $KKR"  
[X Link](https://x.com/valueventurez/status/1846668997183393970)  2024-10-16T21:46Z [---] followers, [---] engagements


"Anyone have a view on the latest $NNI quarter"  
[X Link](https://x.com/anyuser/status/1854954725998764298)  2024-11-08T18:30Z [---] followers, [---] engagements


"@LoneWolfTwit58 Interesting how nobody on Fintwit or CoBF says a word about $NNI after what looks like a disappointing quarter. But if the stock is up theres plenty of commentary. And Im long btw"  
[X Link](https://x.com/valueventurez/status/1855277655542673412)  2024-11-09T15:53Z [---] followers, [---] engagements


"@EquityBrian @LoneWolfTwit58 Are you concerned about execution in solar and other areas where they don't necessarily have experience [----] was a disappointing year along with the last quarter although I'm invested and trying to maintain a long-term view. $NNI"  
[X Link](https://x.com/valueventurez/status/1861046489755075064)  2024-11-25T13:57Z [---] followers, [---] engagements


"@1MainCapital @Moe_Shaltout @paulcerro I like this idea but what are your thoughts on $PRKR previously being exposed as a fraud: https://asensio.com/parkervision-fails-to-deny-its-stock-is-grossly-over-inflated-or-that-it-possesses-no-valuable-technology/ https://asensio.com/parkervision-fails-to-deny-its-stock-is-grossly-over-inflated-or-that-it-possesses-no-valuable-technology/"  
[X Link](https://x.com/valueventurez/status/1862998189130883306)  2024-11-30T23:12Z [---] followers, [---] engagements


"@RodrigoLezama7 @bargainbinstock How likely do you think it is for $PRKR to win its lawsuit Thanks"  
[X Link](https://x.com/valueventurez/status/1876357083970642091)  2025-01-06T19:56Z [---] followers, [---] engagements


"@niubi1988 @ADHD_Capital How likely do you think it is for $PRKR to win its lawsuit Thanks"  
[X Link](https://x.com/valueventurez/status/1876362836387192862)  2025-01-06T20:18Z [---] followers, [---] engagements


"@NestBetter What likelihood of a successful outcome do you ascribe to $PRKR I have a small speculative position but realize its binary obviously"  
[X Link](https://x.com/valueventurez/status/1876725190509449386)  2025-01-07T20:18Z [---] followers, [---] engagements


"@FundasyInvestor @LukeWolgram Curious if youve done any write-ups on $ACIC or have personally invested thanks Im very long $FFH.TO and like the insurance space"  
[X Link](https://x.com/valueventurez/status/1888678877108519042)  2025-02-09T19:58Z [---] followers, [---] engagements


"@LDiscernment Interesting piece thanks My concern is valuation - why own $IGIC when you can buy a business like $FFH.TO at a considerably lower P/B multiple"  
[X Link](https://x.com/valueventurez/status/1888706293419970960)  2025-02-09T21:47Z [---] followers, [---] engagements


"@cupofcoffeecap How do you feel about $OGI relative to $GRUSF and $GLASF Im long the latter two but have seen $OGI pop up on Twitter more and more recently. Thanks"  
[X Link](https://x.com/valueventurez/status/1913998772985606277)  2025-04-20T16:50Z [---] followers, [---] engagements


"@cupofcoffeecap Long $GRUSF $GLASF $JOE. $OGI is on my watchlist"  
[X Link](https://x.com/valueventurez/status/1921669494428082268)  2025-05-11T20:51Z [---] followers, [---] engagements

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