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[@ACIPartnerhship](/creator/twitter/ACIPartnerhship)
"Neptune Insurance $NP announces $XX per share IPO. One of several #insurance IPOs in 2025. Neptune provides flood insurance in the southeast"  
[X Link](https://x.com/ACIPartnerhship/status/1973372132160585967) [@ACIPartnerhship](/creator/x/ACIPartnerhship) 2025-10-01T12:59Z 1473 followers, XXX engagements


"New 5-year highs in #insurance. Travelers Companies $TRV Hanover Insurance Group $THG Old Republic International $ORI"  
[X Link](https://x.com/ACIPartnerhship/status/1963924068048200080) [@ACIPartnerhship](/creator/x/ACIPartnerhship) 2025-09-05T11:16Z 1473 followers, XXX engagements


"$FFH.TO Fairfax Financial bought back 161839 shares in August for $275m. Wow"  
[X Link](https://x.com/ACIPartnerhship/status/1965914935948620245) [@ACIPartnerhship](/creator/x/ACIPartnerhship) 2025-09-10T23:07Z 1472 followers, 5043 engagements


"Old saying on Wall Street "Climb The Wall of Worry" seems very applicable for #banks. Three years of recession recession inflation inflation etc. Yet new 52-week highs for: Bank of America $BAC Barclays $BCS Citigroup $C Goldman Sachs $GS (ATH) JP Morgan Chase $JPM (ATH) Morgan Stanley $MS Animal spirits starting to run. Feels like '05 or '06"  
[X Link](https://x.com/ACIPartnerhship/status/1966172565988405285) [@ACIPartnerhship](/creator/x/ACIPartnerhship) 2025-09-11T16:10Z 1473 followers, 1218 engagements


"So it is true. We are in a simulation. FG Nexus $FGNX Announces Shareholder Approval of Historic X Trillion Share Authorization"  
[X Link](https://x.com/ACIPartnerhship/status/1968309385983414275) [@ACIPartnerhship](/creator/x/ACIPartnerhship) 2025-09-17T13:41Z 1473 followers, 1828 engagements


"Surprising that XX of the top XX commercial auto writers posted combined ratios over XXX in '24. $PGR $ORI Very good $BRK $FFH.TO No so much"  
[X Link](https://x.com/ACIPartnerhship/status/1970806920161439763) [@ACIPartnerhship](/creator/x/ACIPartnerhship) 2025-09-24T11:06Z 1473 followers, XXX engagements


"$FFH.TO Fairfax Financial - Q1 Quick Take $FRFHF: Interest & Dividends $606m $XXX p/sh annual run rate Group C/R XX% $692m from CA Fires Allied World @ XXXX% nice Float increased X% to $38425.8B Bought XX% interest in French Albingia SA Specialty P/C Shares repurchased Net 87k No change of $FFH TR swaps still holds 1.76m shares Gulf Insurance w XX% CR nice improvement"  
[X Link](https://x.com/ACIPartnerhship/status/1918066888015257689) [@ACIPartnerhship](/creator/x/ACIPartnerhship) 2025-05-01T22:15Z 1473 followers, 5640 engagements


"More mortgage relaxation rules. This time Bank of England relaxes mortgage lending rules. $NWG $BCS $LYG"  
[X Link](https://x.com/ACIPartnerhship/status/1943003230319038676) [@ACIPartnerhship](/creator/x/ACIPartnerhship) 2025-07-09T17:44Z 1473 followers, XXX engagements


"$FFH.TO Fairfax Financial - Q2* Quick Take $FRFHF: Interest & Dividends $666m $XXX p/sh annual run rate Group C/R XX% Allied World C/R @ XX% nice Float increased X% to $40B outstanding No change of $FFH TR swaps still holds 1.76m shares Gulf Insurance w XX% CR nice improvement * Takeaway - fantastic H1 slowed down on writing but clarity of earnings going forward"  
[X Link](https://x.com/ACIPartnerhship/status/1951042097579975115) [@ACIPartnerhship](/creator/x/ACIPartnerhship) 2025-07-31T22:07Z 1473 followers, 12.5K engagements


"New 5-year highs for all. Allstate $ALL Hartford Insurance $HIG Horace Mann Educators $HMN Sector rotation"  
[X Link](https://x.com/ACIPartnerhship/status/1958182339562910031) [@ACIPartnerhship](/creator/x/ACIPartnerhship) 2025-08-20T15:00Z 1473 followers, 1388 engagements


"What "New York Citys office market is enjoying its biggest boom in nearly two decades" We were told commercial real estate was in collapse"  
[X Link](https://x.com/ACIPartnerhship/status/1978126985017651532) [@ACIPartnerhship](/creator/x/ACIPartnerhship) 2025-10-14T15:53Z 1473 followers, XXX engagements


"Bottom #5 of S&P XXX YTD: $KMX-46% $IT -XX% $DECK -XX% $LULU -XX% $TTD -XX% Honorable mentions: $FI $STZ $GDDY"  
[X Link](https://x.com/ACIPartnerhship/status/1978151800420053291) [@ACIPartnerhship](/creator/x/ACIPartnerhship) 2025-10-14T17:31Z 1473 followers, XXX engagements


"$TRV Travelers Companies reported outstanding Q3 net income of $1.8B up XX% from prior period. Mostly on a very benign CAT year. Sell the news however"  
[X Link](https://x.com/ACIPartnerhship/status/1978815224254730273) [@ACIPartnerhship](/creator/x/ACIPartnerhship) 2025-10-16T13:28Z 1473 followers, XXX engagements


"Dexterra Group $HZNOF $DXT.TO Another hidden winner in $FFH.TO Fairfax's portfolio. Dexterra is XX% owned and carried on the balance sheet at C$4.21 per share"  
[X Link](https://x.com/ACIPartnerhship/status/1963253632205283645) [@ACIPartnerhship](/creator/x/ACIPartnerhship) 2025-09-03T14:51Z 1473 followers, 2894 engagements


"Altius Minerals $ATUSF Another hidden winner in $FFH.TO Fairfax's portfolio. Altius is XX% owned and carried on the balance sheet at mark-to-market bought at C$15 per share in 2022"  
[X Link](https://x.com/ACIPartnerhship/status/1963565706722869322) [@ACIPartnerhship](/creator/x/ACIPartnerhship) 2025-09-04T11:32Z 1473 followers, 2057 engagements


"AM Best has upgrades to A+ (Superior) for Northbridge Financial Corporation sub of Fairfax $FFH.TO $FRFHF"  
[X Link](https://x.com/ACIPartnerhship/status/1974445143790154011) [@ACIPartnerhship](/creator/x/ACIPartnerhship) 2025-10-04T12:03Z 1473 followers, XXX engagements


"A new 9-year high for $EUROB as banks continue to climb the wall of worry. $FFH.TO owns XX% of this #Greek bank"  
[X Link](https://x.com/ACIPartnerhship/status/1976012867905397115) [@ACIPartnerhship](/creator/x/ACIPartnerhship) 2025-10-08T19:52Z 1473 followers, XXX engagements


"Another win-win for both $FFH.TO and $EUROB. Suspect that 5-10% of outstanding non-controlling interests in Allied World will be purchased in December"  
[X Link](https://x.com/ACIPartnerhship/status/1977748813260398657) [@ACIPartnerhship](/creator/x/ACIPartnerhship) 2025-10-13T14:50Z 1473 followers, 2972 engagements


"Fairfax $FFH.TO purchased Eurolife X years ago for 316m and grew the premiums 2.5x. Today's announcement to sell for 813m is exclusive of any earnings over this timeframe. A respectable return given European issues"  
[X Link](https://x.com/ACIPartnerhship/status/1977834397794812360) [@ACIPartnerhship](/creator/x/ACIPartnerhship) 2025-10-13T20:30Z 1473 followers, XXX engagements


"$FFH.TO Fairfax Financial bought back 123305 shares in September for $215m. Impressive"  
[X Link](https://x.com/ACIPartnerhship/status/1980292421784412221) [@ACIPartnerhship](/creator/x/ACIPartnerhship) 2025-10-20T15:18Z 1473 followers, 2189 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@ACIPartnerhship "Neptune Insurance $NP announces $XX per share IPO. One of several #insurance IPOs in 2025. Neptune provides flood insurance in the southeast"
X Link @ACIPartnerhship 2025-10-01T12:59Z 1473 followers, XXX engagements

"New 5-year highs in #insurance. Travelers Companies $TRV Hanover Insurance Group $THG Old Republic International $ORI"
X Link @ACIPartnerhship 2025-09-05T11:16Z 1473 followers, XXX engagements

"$FFH.TO Fairfax Financial bought back 161839 shares in August for $275m. Wow"
X Link @ACIPartnerhship 2025-09-10T23:07Z 1472 followers, 5043 engagements

"Old saying on Wall Street "Climb The Wall of Worry" seems very applicable for #banks. Three years of recession recession inflation inflation etc. Yet new 52-week highs for: Bank of America $BAC Barclays $BCS Citigroup $C Goldman Sachs $GS (ATH) JP Morgan Chase $JPM (ATH) Morgan Stanley $MS Animal spirits starting to run. Feels like '05 or '06"
X Link @ACIPartnerhship 2025-09-11T16:10Z 1473 followers, 1218 engagements

"So it is true. We are in a simulation. FG Nexus $FGNX Announces Shareholder Approval of Historic X Trillion Share Authorization"
X Link @ACIPartnerhship 2025-09-17T13:41Z 1473 followers, 1828 engagements

"Surprising that XX of the top XX commercial auto writers posted combined ratios over XXX in '24. $PGR $ORI Very good $BRK $FFH.TO No so much"
X Link @ACIPartnerhship 2025-09-24T11:06Z 1473 followers, XXX engagements

"$FFH.TO Fairfax Financial - Q1 Quick Take $FRFHF: Interest & Dividends $606m $XXX p/sh annual run rate Group C/R XX% $692m from CA Fires Allied World @ XXXX% nice Float increased X% to $38425.8B Bought XX% interest in French Albingia SA Specialty P/C Shares repurchased Net 87k No change of $FFH TR swaps still holds 1.76m shares Gulf Insurance w XX% CR nice improvement"
X Link @ACIPartnerhship 2025-05-01T22:15Z 1473 followers, 5640 engagements

"More mortgage relaxation rules. This time Bank of England relaxes mortgage lending rules. $NWG $BCS $LYG"
X Link @ACIPartnerhship 2025-07-09T17:44Z 1473 followers, XXX engagements

"$FFH.TO Fairfax Financial - Q2* Quick Take $FRFHF: Interest & Dividends $666m $XXX p/sh annual run rate Group C/R XX% Allied World C/R @ XX% nice Float increased X% to $40B outstanding No change of $FFH TR swaps still holds 1.76m shares Gulf Insurance w XX% CR nice improvement * Takeaway - fantastic H1 slowed down on writing but clarity of earnings going forward"
X Link @ACIPartnerhship 2025-07-31T22:07Z 1473 followers, 12.5K engagements

"New 5-year highs for all. Allstate $ALL Hartford Insurance $HIG Horace Mann Educators $HMN Sector rotation"
X Link @ACIPartnerhship 2025-08-20T15:00Z 1473 followers, 1388 engagements

"What "New York Citys office market is enjoying its biggest boom in nearly two decades" We were told commercial real estate was in collapse"
X Link @ACIPartnerhship 2025-10-14T15:53Z 1473 followers, XXX engagements

"Bottom #5 of S&P XXX YTD: $KMX-46% $IT -XX% $DECK -XX% $LULU -XX% $TTD -XX% Honorable mentions: $FI $STZ $GDDY"
X Link @ACIPartnerhship 2025-10-14T17:31Z 1473 followers, XXX engagements

"$TRV Travelers Companies reported outstanding Q3 net income of $1.8B up XX% from prior period. Mostly on a very benign CAT year. Sell the news however"
X Link @ACIPartnerhship 2025-10-16T13:28Z 1473 followers, XXX engagements

"Dexterra Group $HZNOF $DXT.TO Another hidden winner in $FFH.TO Fairfax's portfolio. Dexterra is XX% owned and carried on the balance sheet at C$4.21 per share"
X Link @ACIPartnerhship 2025-09-03T14:51Z 1473 followers, 2894 engagements

"Altius Minerals $ATUSF Another hidden winner in $FFH.TO Fairfax's portfolio. Altius is XX% owned and carried on the balance sheet at mark-to-market bought at C$15 per share in 2022"
X Link @ACIPartnerhship 2025-09-04T11:32Z 1473 followers, 2057 engagements

"AM Best has upgrades to A+ (Superior) for Northbridge Financial Corporation sub of Fairfax $FFH.TO $FRFHF"
X Link @ACIPartnerhship 2025-10-04T12:03Z 1473 followers, XXX engagements

"A new 9-year high for $EUROB as banks continue to climb the wall of worry. $FFH.TO owns XX% of this #Greek bank"
X Link @ACIPartnerhship 2025-10-08T19:52Z 1473 followers, XXX engagements

"Another win-win for both $FFH.TO and $EUROB. Suspect that 5-10% of outstanding non-controlling interests in Allied World will be purchased in December"
X Link @ACIPartnerhship 2025-10-13T14:50Z 1473 followers, 2972 engagements

"Fairfax $FFH.TO purchased Eurolife X years ago for 316m and grew the premiums 2.5x. Today's announcement to sell for 813m is exclusive of any earnings over this timeframe. A respectable return given European issues"
X Link @ACIPartnerhship 2025-10-13T20:30Z 1473 followers, XXX engagements

"$FFH.TO Fairfax Financial bought back 123305 shares in September for $215m. Impressive"
X Link @ACIPartnerhship 2025-10-20T15:18Z 1473 followers, 2189 engagements

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/creator/twitter::1236001592752705543/posts