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[@onebeggar](/creator/twitter/onebeggar)
"Couple of metrics I am tracking for Fairfax Financial $ffh $ffh.to. One share (at US $1.0k) gives exposure to $2.8k of mostly medium-term bond/mortgage investments. World-class insurance business (95% CR @ $29bn GWP) is just the icing on the cake. Let that sink in"  
[X Link](https://x.com/onebeggar/status/1758577840000258222) [@onebeggar](/creator/x/onebeggar) 2024-02-16T19:43Z 2370 followers, 4427 engagements


"Case in point #klarna $tep.pa"  
[X Link](https://x.com/onebeggar/status/1762787463980888512) [@onebeggar](/creator/x/onebeggar) 2024-02-28T10:30Z 2370 followers, 4513 engagements


"$FFH.to Fairfax acquires Sleep Country Canada $zzz.to for CAD $XX in cash"  
[X Link](https://x.com/onebeggar/status/1815349648841691592) [@onebeggar](/creator/x/onebeggar) 2024-07-22T11:34Z 2370 followers, 6898 engagements


"I really liked the exchange between Black Bear Value Partners' Andy Schwarz and Prairie Sky's $psk.to CEO Andrew Phillips during the Q3 call. Explains the optionality ("free call option that does not expire") and convexity of the royalty model"  
[X Link](https://x.com/onebeggar/status/1851995912261824677) [@onebeggar](/creator/x/onebeggar) 2024-10-31T14:33Z 2370 followers, 4542 engagements


"Evolution $EVO.ST shareholder proposal to donate $100m to Donald Trump's administration to 'facilitate lobbying'"  
[X Link](https://x.com/onebeggar/status/1910691793378701343) [@onebeggar](/creator/x/onebeggar) 2025-04-11T13:49Z 2370 followers, 3472 engagements


"$BUR Preska👊"  
[X Link](https://x.com/onebeggar/status/1939731808670654592) [@onebeggar](/creator/x/onebeggar) 2025-06-30T17:04Z 2370 followers, 3690 engagements


"@valuedontlie Similar setup and industry: $WSC"  
[X Link](https://x.com/onebeggar/status/1959632297009070215) [@onebeggar](/creator/x/onebeggar) 2025-08-24T15:02Z 2370 followers, XXX engagements


"Fairfax $ffh.to acquires $2bn loan portfolio from PacW in cooperation with $kw. 1.7y duration w/ floating rate. Reading through this how could anyone still bring up the good old claim 'Prem is a terrible capital allocator'"  
[X Link](https://x.com/onebeggar/status/1665718899843690496) [@onebeggar](/creator/x/onebeggar) 2023-06-05T13:55Z 2369 followers, 16.8K engagements


"Fairfax Financial $ffh.to earnings great as expected now running like a well-oiled machine. This is a diff. company than 2014-19. Insurance CR XXXX% (best since 2015). Organic GWP up XXX% (slower than 2022). Bond/divi income run rate at $2bn annually locked in for four years"  
[X Link](https://x.com/onebeggar/status/1758409497222033518) [@onebeggar](/creator/x/onebeggar) 2024-02-16T08:34Z 2369 followers, 4060 engagements


"$ffh $ffh.to gets hate for asset allocation misses rarely gets praise for wins: a) "I hate it when Prem makes macro bets". Well unless they work. Held cash for years then opportunistically leaned rising debt investments. Hard to quantify but between avoiding debt losses 1/n"  
[X Link](https://x.com/onebeggar/status/1766520198180270367) [@onebeggar](/creator/x/onebeggar) 2024-03-09T17:43Z 2370 followers, 4699 engagements


"Instructive anecdote from a recent Caledonia Investments event. When half the world was concerned with balance sheet risk during the GFC Warren Buffett was worrying about pricing power $mco"  
[X Link](https://x.com/onebeggar/status/1968666615261643224) [@onebeggar](/creator/x/onebeggar) 2025-09-18T13:21Z 2370 followers, 15.9K engagements