[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@VikingVan100](/creator/twitter/VikingVan100) "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"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1941565651124167081) 2025-07-05 18:31:38 UTC 2720 followers, 1305 engagements "Today we continue to explore the concept of leverage. And what it means for Fairfax. To see what we can learn. In part X we review X recent examples of how Fairfax has used leverage to boost returns for shareholders. Click the link to read more. $FFH.TO"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1930718080382181709) 2025-06-05 20:07:16 UTC 2720 followers, 2305 engagements "What kind of a value investor is Fairfax Graham Buffett Templeton Singleton or Lynch That is the topic we will explore in our post today. Click the link to read more. $FFH.TO $BRK $MKL $CB $WRB"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1937266173110063144) 2025-06-23 21:47:02 UTC 2720 followers, 1957 engagements "@BrownMarubozu Perhaps the key to debating $BRK vs $FFH.TO is clarifying first what the problem is one is trying to solve for. It looks to me like many $BRK shareholders are focussed primarily on capital preservation. On the other hand many $FFH.TO shareholders appear focussed on total return"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1925677985782255790) 2025-05-22 22:19:43 UTC 2720 followers, XXX engagements "How is Fairfax's investment in Metlen performing Very well. Fairfax invested about $250m. Today it has a MV of $650m an increase of $400m (not including div or interest on exch bonds). On Aug X 2025 Melten will IPO on the LSE (strong candidate to be added to FTSE100). $FFH.TO"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1942662247341604908) 2025-07-08 19:09:07 UTC 2720 followers, 3089 engagements "Markel was responsible for Fairfaxs entry into the P/C insur bus XX yrs ago. In 1985 Hamblin Watsa (via The Sixty Two Invest Co) made their first P/C ins purchase - a control stake in Markel Financial (Cda). Prem could have written this letter today. Impressive. $FFH.TO $MKL"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1888505497428406339) 2025-02-09 08:29:31 UTC 2720 followers, 6450 engagements "Happy Canada Day In Q2 2025 Fairfax's equity holdings (that I track) increased in value about $2.0b to $25.1b. Big gainers Eurobank FFH-TRS Metlen TCI FIH Orla. Excess of FV over CV = $2.7b or $126/sh (pre-tax). Click the link for details. $FFH.TO"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1940095526684566019) 2025-07-01 17:09:53 UTC 2720 followers, 3268 engagements "Today we continue our exploration of the concept of leverage. How is Fairfax using leverage What does it teach us about the company With our third post on the topic we discuss embedded leverage. Click the link to read more. $FFH.TO $BRK $MKL"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1932137106559975774) 2025-06-09 18:05:58 UTC 2719 followers, 2999 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"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1931213587076599991) 2025-06-07 04:56:14 UTC 2720 followers, 1798 engagements "Berkshire Hathaway shareholders are the GOATS of retail investors. Over the past XX yrs they made the big money - generational wealth for their families. How did they do it That is what we explore in our post today. Click the link for more. $BRK $FFH.TO"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1938307343739162843) 2025-06-26 18:44:17 UTC 2720 followers, 3094 engagements "The Greek Freak (Eurobank) is making a strong push to be MVP of Fairfax's equity holdings in 2025. 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"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1939812337898397757) 2025-06-30 22:24:35 UTC 2720 followers, 3206 engagements "My PDF/book on Fairfax has been updated (650 pages). New posts have been added. Chapters X (earnings) and XX (equities) have been updated. Click the link to get a copy. The companion Excel document with models is also there. $FFH.TO $BRK $MKL $CB $WRB"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1907500313785037263) 2025-04-02 18:28:09 UTC 2720 followers, 3737 engagements "Fairfaxs #2 equity holding is the total return swaps - giving it exposure to XXXX million $FFH.TO shares. The investment has increased in value by about $2.54b over the past XXX years. Is it really a stealth share buyback Click the link to learn more"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1927480891942502879) 2025-05-27 21:43:50 UTC 2720 followers, 3217 engagements "Fairfax is set to report stellar earnings for Q2. The MV of their largest holding Eurobank is up about $900m in Q2. And because it is an associate holding none of that gain will be captured in Fairfax's reported results. does that mean the gain did not happen $FFH.TO $BRK"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1943391927023579296) 2025-07-10 19:28:36 UTC 2720 followers, 4541 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"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1944105839654318274) 2025-07-12 18:45:26 UTC 2720 followers, 1074 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"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1931213367311778292) 2025-06-07 04:55:21 UTC 2720 followers, 29.5K engagements "Has Eurobank quietly become Fairfaxs best equity investment ever It has delivered a total return from inception (Dec 2014) of about $2.86b. The entire return has come over the last XXX years. At 2.66/share is still undervalued. Welcome to new $FFH.TO"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1925568253046472865) 2025-05-22 15:03:41 UTC 2720 followers, 3221 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 XX 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"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1943424551079285223) 2025-07-10 21:38:14 UTC 2720 followers, 2630 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"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1937266306367262955) 2025-06-23 21:47:34 UTC 2720 followers, XXX engagements "@AJButton2 @BrownMarubozu Here is the link to get a copy my PDF/book on Fairfax (660 pages). It also has my Excel workbook with XX tabs of info on the company. I have had lots of help from others like @BrownMarubozu and posters at the Corner of Berkshire and Fairfax. $FFH.TO"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1931190484506153309) 2025-06-07 03:24:25 UTC 2720 followers, 2232 engagements "Is it time to sell Fairfax In our post today we explore the 'When to sell' question that all investors face. We get help from Philip Fisher a mentor to Warren Buffett and one of the GOATs. Click the link to read our long-form post. $FFH.TO $BRK $MKL"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1941565498166235254) 2025-07-05 18:31:01 UTC 2720 followers, 9097 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"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1940097015238861008) 2025-07-01 17:15:48 UTC 2720 followers, 1123 engagements "Fairfax's equity portfolio continues to perform very well in QTD-Q2. The equities I track are up $1.6b or $XX 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"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1930753664156836159) 2025-06-05 22:28:39 UTC 2720 followers, 5989 engagements ""The bear case is easy. The bull case is hard. Always has been always will be." This has been especially true for Fairfax and its improbable run over the past X years. And it continues to be true today. Investors beware. $FFH.TO $FRFHF"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1937624309041865134) 2025-06-24 21:30:09 UTC 2720 followers, 5104 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"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1938307737504649563) 2025-06-26 18:45:51 UTC 2720 followers, XXX engagements "None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1942662513017151905) 2025-07-08 19:10:10 UTC 2720 followers, XXX engagements "Grow P/C Insurance by Acquisition (2015-2017) Fortune Favours the Bold'. What did Fairfax do Where did the money come from XX years later was this a good decision for long term shareholders Click the link to read our long-form post. $FFH.TO $FRFHF"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1944105633747480721) 2025-07-12 18:44:37 UTC 2720 followers, 1952 engagements "I just finished a deep dive on Markel. What are the problems A cheap stock Succession gone bad Loss of family control What does it mean for Fairfax and Berkshire Hathaway Click the lick the link to read both posts (in succession) $MKL $FFH.TO $BRK"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1889437272556314951) 2025-02-11 22:12:04 UTC 2720 followers, 12K engagements "For those who don't follow the basketball Giannis Antetokounmpo was born and raised in Athens Greece. He was MVP of the NBA in 2019 and 2020. He is affectionately know as the Greek freak. $FFH.TO $EURO.AB"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1939818658014065114) 2025-06-30 22:49:42 UTC 2720 followers, 1597 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@VikingVan100
"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"
@VikingVan100 on X 2025-07-05 18:31:38 UTC 2720 followers, 1305 engagements
"Today we continue to explore the concept of leverage. And what it means for Fairfax. To see what we can learn. In part X we review X recent examples of how Fairfax has used leverage to boost returns for shareholders. Click the link to read more. $FFH.TO" @VikingVan100 on X 2025-06-05 20:07:16 UTC 2720 followers, 2305 engagements
"What kind of a value investor is Fairfax Graham Buffett Templeton Singleton or Lynch That is the topic we will explore in our post today. Click the link to read more. $FFH.TO $BRK $MKL $CB $WRB" @VikingVan100 on X 2025-06-23 21:47:02 UTC 2720 followers, 1957 engagements
"@BrownMarubozu Perhaps the key to debating $BRK vs $FFH.TO is clarifying first what the problem is one is trying to solve for. It looks to me like many $BRK shareholders are focussed primarily on capital preservation. On the other hand many $FFH.TO shareholders appear focussed on total return" @VikingVan100 on X 2025-05-22 22:19:43 UTC 2720 followers, XXX engagements
"How is Fairfax's investment in Metlen performing Very well. Fairfax invested about $250m. Today it has a MV of $650m an increase of $400m (not including div or interest on exch bonds). On Aug X 2025 Melten will IPO on the LSE (strong candidate to be added to FTSE100). $FFH.TO" @VikingVan100 on X 2025-07-08 19:09:07 UTC 2720 followers, 3089 engagements
"Markel was responsible for Fairfaxs entry into the P/C insur bus XX yrs ago. In 1985 Hamblin Watsa (via The Sixty Two Invest Co) made their first P/C ins purchase - a control stake in Markel Financial (Cda). Prem could have written this letter today. Impressive. $FFH.TO $MKL" @VikingVan100 on X 2025-02-09 08:29:31 UTC 2720 followers, 6450 engagements
"Happy Canada Day In Q2 2025 Fairfax's equity holdings (that I track) increased in value about $2.0b to $25.1b. Big gainers Eurobank FFH-TRS Metlen TCI FIH Orla. Excess of FV over CV = $2.7b or $126/sh (pre-tax). Click the link for details. $FFH.TO" @VikingVan100 on X 2025-07-01 17:09:53 UTC 2720 followers, 3268 engagements
"Today we continue our exploration of the concept of leverage. How is Fairfax using leverage What does it teach us about the company With our third post on the topic we discuss embedded leverage. Click the link to read more. $FFH.TO $BRK $MKL" @VikingVan100 on X 2025-06-09 18:05:58 UTC 2719 followers, 2999 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" @VikingVan100 on X 2025-06-07 04:56:14 UTC 2720 followers, 1798 engagements
"Berkshire Hathaway shareholders are the GOATS of retail investors. Over the past XX yrs they made the big money - generational wealth for their families. How did they do it That is what we explore in our post today. Click the link for more. $BRK $FFH.TO" @VikingVan100 on X 2025-06-26 18:44:17 UTC 2720 followers, 3094 engagements
"The Greek Freak (Eurobank) is making a strong push to be MVP of Fairfax's equity holdings in 2025. 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" @VikingVan100 on X 2025-06-30 22:24:35 UTC 2720 followers, 3206 engagements
"My PDF/book on Fairfax has been updated (650 pages). New posts have been added. Chapters X (earnings) and XX (equities) have been updated. Click the link to get a copy. The companion Excel document with models is also there. $FFH.TO $BRK $MKL $CB $WRB" @VikingVan100 on X 2025-04-02 18:28:09 UTC 2720 followers, 3737 engagements
"Fairfaxs #2 equity holding is the total return swaps - giving it exposure to XXXX million $FFH.TO shares. The investment has increased in value by about $2.54b over the past XXX years. Is it really a stealth share buyback Click the link to learn more" @VikingVan100 on X 2025-05-27 21:43:50 UTC 2720 followers, 3217 engagements
"Fairfax is set to report stellar earnings for Q2. The MV of their largest holding Eurobank is up about $900m in Q2. And because it is an associate holding none of that gain will be captured in Fairfax's reported results. does that mean the gain did not happen $FFH.TO $BRK" @VikingVan100 on X 2025-07-10 19:28:36 UTC 2720 followers, 4541 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" @VikingVan100 on X 2025-07-12 18:45:26 UTC 2720 followers, 1074 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" @VikingVan100 on X 2025-06-07 04:55:21 UTC 2720 followers, 29.5K engagements
"Has Eurobank quietly become Fairfaxs best equity investment ever It has delivered a total return from inception (Dec 2014) of about $2.86b. The entire return has come over the last XXX years. At 2.66/share is still undervalued. Welcome to new $FFH.TO" @VikingVan100 on X 2025-05-22 15:03:41 UTC 2720 followers, 3221 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 XX 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" @VikingVan100 on X 2025-07-10 21:38:14 UTC 2720 followers, 2630 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" @VikingVan100 on X 2025-06-23 21:47:34 UTC 2720 followers, XXX engagements
"@AJButton2 @BrownMarubozu Here is the link to get a copy my PDF/book on Fairfax (660 pages). It also has my Excel workbook with XX tabs of info on the company. I have had lots of help from others like @BrownMarubozu and posters at the Corner of Berkshire and Fairfax. $FFH.TO" @VikingVan100 on X 2025-06-07 03:24:25 UTC 2720 followers, 2232 engagements
"Is it time to sell Fairfax In our post today we explore the 'When to sell' question that all investors face. We get help from Philip Fisher a mentor to Warren Buffett and one of the GOATs. Click the link to read our long-form post. $FFH.TO $BRK $MKL" @VikingVan100 on X 2025-07-05 18:31:01 UTC 2720 followers, 9097 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" @VikingVan100 on X 2025-07-01 17:15:48 UTC 2720 followers, 1123 engagements
"Fairfax's equity portfolio continues to perform very well in QTD-Q2. The equities I track are up $1.6b or $XX 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" @VikingVan100 on X 2025-06-05 22:28:39 UTC 2720 followers, 5989 engagements
""The bear case is easy. The bull case is hard. Always has been always will be." This has been especially true for Fairfax and its improbable run over the past X years. And it continues to be true today. Investors beware. $FFH.TO $FRFHF" @VikingVan100 on X 2025-06-24 21:30:09 UTC 2720 followers, 5104 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" @VikingVan100 on X 2025-06-26 18:45:51 UTC 2720 followers, XXX engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF" @VikingVan100 on X 2025-07-08 19:10:10 UTC 2720 followers, XXX engagements
"Grow P/C Insurance by Acquisition (2015-2017) Fortune Favours the Bold'. What did Fairfax do Where did the money come from XX years later was this a good decision for long term shareholders Click the link to read our long-form post. $FFH.TO $FRFHF" @VikingVan100 on X 2025-07-12 18:44:37 UTC 2720 followers, 1952 engagements
"I just finished a deep dive on Markel. What are the problems A cheap stock Succession gone bad Loss of family control What does it mean for Fairfax and Berkshire Hathaway Click the lick the link to read both posts (in succession) $MKL $FFH.TO $BRK" @VikingVan100 on X 2025-02-11 22:12:04 UTC 2720 followers, 12K engagements
"For those who don't follow the basketball Giannis Antetokounmpo was born and raised in Athens Greece. He was MVP of the NBA in 2019 and 2020. He is affectionately know as the Greek freak. $FFH.TO $EURO.AB" @VikingVan100 on X 2025-06-30 22:49:42 UTC 2720 followers, 1597 engagements