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[@TidefallCapital](/creator/twitter/TidefallCapital)
"How does US healthcare spending get fixed Who is over-earning"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1950350969503400173) 2025-07-30 00:21:21 UTC 38.1K followers, 3576 engagements


"@nataninvesting you literally could just buy $FFH.to today at less than 10x earnings"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1950151014201295222) 2025-07-29 11:06:48 UTC 38.1K followers, 1207 engagements


"Fairfax in Barrons with a quote from @cfrischer1 $FFH.to $FRFHF"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1930911953506947151) 2025-06-06 08:57:38 UTC 38.1K followers, 10.4K engagements


"@BenFranksAltEgo You're missing the most interesting point on new hires"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1945994616710295883) 2025-07-17 23:50:46 UTC 38.1K followers, 1240 engagements


"@nataninvesting I think your insights into the business of what $PDD is trying to build will be more important than squiggly lines"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1948053578989375592) 2025-07-23 16:12:20 UTC 38.1K followers, XXX engagements


""Fairfax are particularly well-positioned for the current environment and market conditions given its combination of relatively low valuation and macro sensitivity and healthy underlying growth profile." - Scotia $FFH.to"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1948026080054374854) 2025-07-23 14:23:04 UTC 38.1K followers, 6543 engagements


"@StockSaleFlyer Andrew Rees overpaid for HeyDude and destroyed the brand trying to make it look less stupid. They should just sell it and move on. $CROX"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1947363690736500938) 2025-07-21 18:30:58 UTC 38.1K followers, XXX engagements


"@kab604 Yes I'd start with a company that doesn't have blatant fraud"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1950244968745881629) 2025-07-29 17:20:09 UTC 38.1K followers, XXX engagements


"CIBC increases target price to $2700 $FFH.to"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1925623640344711196) 2025-05-22 18:43:46 UTC 38.1K followers, 5599 engagements


""Fairfax is trading at 1.2x adjusted 2026E book value XX% off its peer group despite a superior (and more reliable) ROE outlook. Unsurprisingly $FFH.to remains our top insurance pick and among our top picks overall." - NBF"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1942274277446934988) 2025-07-07 17:27:28 UTC 38.1K followers, 8055 engagements


"Fairfax Financial Q1 2025 Estimate: $XXXXX Actual: $XXXXX $FFH.to"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1918097001884889572) 2025-05-02 00:15:36 UTC 38.1K followers, 19.3K engagements


"@StockSaleFlyer Disagree fashion is incredibly fast moving. $CROX is great at it but potentially being distracted risks everything"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1947369049542860900) 2025-07-21 18:52:16 UTC 38.1K followers, XXX engagements


"Never one cockroach in the kitchen. "UnitedHealth Group revealed it is facing a Justice Department criminal and civil investigation over its Medicare billing practices." $UNH"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1948379019260399644) 2025-07-24 13:45:31 UTC 38.1K followers, 6501 engagements


"@searching4value Raymond James updated their estimates"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1948751489351946745) 2025-07-25 14:25:35 UTC 38.1K followers, XXX engagements


"RBC picking up on Fairfax's AI play Ki earlier than I would have guessed. Smart. $FRFHF $FFH.to"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1935332442224939195) 2025-06-18 13:43:05 UTC 38.1K followers, 15.8K engagements


"This Outsiders-like move is looking smarter every year. Billions have been made. $FFH.to"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1934694537152352359) 2025-06-16 19:28:17 UTC 38.1K followers, 26.2K engagements


"@IntrinsValuator they are overstating earnings through accounting fraud"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1950303105356066845) 2025-07-29 21:11:09 UTC 38.1K followers, 3602 engagements


"@Mr_Neutral_Man @ErnestWongBWM @compound248 @BillBrewsterTBB $HBI is a premium brand"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1940437235356291417) 2025-07-02 15:47:43 UTC 38.1K followers, XXX engagements


"@joinyellowbrick @Uzocapital so much debt"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1950245107749605786) 2025-07-29 17:20:42 UTC 38.1K followers, XXX engagements


"Looking at $VFC and I'm just terrified by the debt and quality of the business. I should just buy $CSU.to and go to the cottage"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1939692317444571626) 2025-06-30 14:27:40 UTC 38.1K followers, 9752 engagements


"$FFH.to going to laughably crush it in Q2 earnings. Turns out this was trading at 2x PE a few years back. Still dirt cheap"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1948745938316464348) 2025-07-25 14:03:32 UTC 38.1K followers, 13.7K engagements


"Added a second column to the $FFH.to agm slide"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1914669025109410271) 2025-04-22 13:14:03 UTC 38.1K followers, 17.6K engagements


"It feels like healthcare doesn't work as well under free markets maybe due to complexity and urgency ChatGPT doing solid work here"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1950352586730582094) 2025-07-30 00:27:47 UTC 38.1K followers, 1932 engagements


"$50 until my 'we did it Joe' meme $FFH.to"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1937200321559662946) 2025-06-23 17:25:22 UTC 38.1K followers, 11.1K engagements


"Cymbria's investor day replay is online (you just have to register) $FFH.to rundown at 1:31:55 (they still like it and it's their biggest position)"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1925030599196090753) 2025-05-21 03:27:14 UTC 38.1K followers, 4131 engagements


"Fairfax ends up at the highest p/b this cycle. $FFH.to $MKL $BRK.B"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1930642662035431750) 2025-06-05 15:07:34 UTC 38.1K followers, 17.9K engagements


"Fox News guest picking up on $FFH.to opportunity. Bizarro world for me"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1942272783565648053) 2025-07-07 17:21:31 UTC 38.1K followers, 3867 engagements


"$UNH had XX consecutive quarters of beating estimates 🚩 but were struggling in Q4. What to do Near Enron level shenanigans Sell $3bn of assets realize one time gains and book it as a reduction in opex. And they might have to buy the unit back Deloitte signed off on this😃"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1947369422894555187) 2025-07-21 18:53:45 UTC 38.1K followers, 74.7K engagements


"@StockTalk416 @BrownMarubozu No don't split. you get moron degens"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1950210972662047224) 2025-07-29 15:05:03 UTC 38.1K followers, XXX engagements


""We believe that while $FFH.to historically traded at a discount to peers BRK and MKL it is actually FFH that deserves the premium valuation given the companys outperformance on BVPS growth and average ROE over the past five and XX years." - NBF target raise to $3000 07/28"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1950176060177281469) 2025-07-29 12:46:19 UTC 38.1K followers, 9313 engagements


"Prem getting fake insta ads. We are so back $FFH.to"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1945872742034673800) 2025-07-17 15:46:28 UTC 38.1K followers, 4615 engagements


"Got this one framed for a reason. $ffh.to"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1937510154703978731) 2025-06-24 13:56:32 UTC 38.1K followers, 6306 engagements


"I think $CROX might be positioning to sell HeyDude (which is a good thing as long as the price isn't negative)"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1947358719781523501) 2025-07-21 18:11:13 UTC 38.1K followers, 14.3K engagements


"@nataninvesting Why use $PYPL when Apple pay and Samsung are the default with OS control and consumers like CC rewards"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1949872219963769264) 2025-07-28 16:38:58 UTC 38.1K followers, XXX engagements


"@tlivian Amazon chase and berkshire failing might sadly be the bull case for $UHN though"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1944048918398218682) 2025-07-12 14:59:15 UTC 38.1K followers, XXX engagements


"One day they will put $FFH.to a premium to its peers. Thankfully today is not that day"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1935332828784525585) 2025-06-18 13:44:37 UTC 38.1K followers, 3093 engagements


"@Z22Holding Is this not just prior reading from arbs on a deal close or something"  
![@TidefallCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::267418268.png) [@TidefallCapital](/creator/x/TidefallCapital) on [X](/post/tweet/1948019531420488117) 2025-07-23 13:57:03 UTC 38.1K followers, XX engagements