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[@TidefallCapital](/creator/twitter/TidefallCapital)
"Fairfax Financial Q1 2025 Estimate: $XXXXX Actual: $XXXXX $FFH.to"  
[X Link](https://x.com/TidefallCapital/status/1918097001884889572) [@TidefallCapital](/creator/x/TidefallCapital) 2025-05-02T00:15Z 38.9K followers, 19.4K engagements


"Constellation Software now running paid content ads on WSJ Have they done this before $CSU.to"  
[X Link](https://x.com/TidefallCapital/status/1971981929689043194) [@TidefallCapital](/creator/x/TidefallCapital) 2025-09-27T16:55Z 38.9K followers, 17.2K engagements


""Fairfax rarely matched the market's CR until 2011; often the CR was much worse sometimes even X percentage points. This changed around 2011. From 2011 to around 2016 Fairfax was significantly better in some cases and has been since 2021 as well." - $FFH.to (CoBaF)"  
[X Link](https://x.com/TidefallCapital/status/1976344969100370053) [@TidefallCapital](/creator/x/TidefallCapital) 2025-10-09T17:52Z 38.9K followers, 3862 engagements


"New Sydney Sweeney HeyDude ad. $CROX"  
[X Link](https://x.com/TidefallCapital/status/1973397173648621715) [@TidefallCapital](/creator/x/TidefallCapital) 2025-10-01T14:38Z 38.9K followers, 64.2K engagements


"Continued pain at Hey Dude. This was such a dumb acquisition $CROX. Rees needs to own up to it"  
[X Link](https://x.com/TidefallCapital/status/1978184842291319128) [@TidefallCapital](/creator/x/TidefallCapital) 2025-10-14T19:43Z 38.9K followers, 10.8K engagements


"Inflation adjusted oil price chart. Starting to get interesting. X sigma is WTI at $XX. Just shut your eyes and buy at that price"  
[X Link](https://x.com/TidefallCapital/status/1978250938654589262) [@TidefallCapital](/creator/x/TidefallCapital) 2025-10-15T00:05Z 38.9K followers, 7316 engagements


"Every oil analyst seems to be incredibly bullish long term but insanely bearish short term. Is this normal"  
[X Link](https://x.com/TidefallCapital/status/1978420350250586593) [@TidefallCapital](/creator/x/TidefallCapital) 2025-10-15T11:19Z 38.9K followers, 29.6K engagements


"$LULU X years since the pandemic From 70x earnings to 17x"  
[X Link](https://x.com/TidefallCapital/status/1932525482441941063) [@TidefallCapital](/creator/x/TidefallCapital) 2025-06-10T19:49Z 38.9K followers, 79.2K 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"  
[X Link](https://x.com/TidefallCapital/status/1948026080054374854) [@TidefallCapital](/creator/x/TidefallCapital) 2025-07-23T14:23Z 38.9K followers, 6779 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"  
[X Link](https://x.com/TidefallCapital/status/1948745938316464348) [@TidefallCapital](/creator/x/TidefallCapital) 2025-07-25T14:03Z 38.9K followers, 14.6K 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"  
[X Link](https://x.com/TidefallCapital/status/1950176060177281469) [@TidefallCapital](/creator/x/TidefallCapital) 2025-07-29T12:46Z 38.9K followers, 11.8K engagements


"Fairfax Q2 coming in hot. EPS: $XXXXX (+57%) vs $XXXXX est. 🔥 CR: XXXX 🔥 Excess FV over CV of investments in non-insurance associates and consolidated non-insurance subs increased to $2.4bn from $1.5bn. Price to aBV 1.4x This trades for a lower PE than $UNH $FFH.to $FRFHF"  
[X Link](https://x.com/TidefallCapital/status/1951035286529462517) [@TidefallCapital](/creator/x/TidefallCapital) 2025-07-31T21:40Z 38.9K followers, 24.4K engagements


"Even lower if you back out the fair value for the subs or Ki There's a reason why Prem hasn't removed the swaps and keeps buying back shares. $FFH.to"  
[X Link](https://x.com/TidefallCapital/status/1951061456033817036) [@TidefallCapital](/creator/x/TidefallCapital) 2025-07-31T23:24Z 38.9K followers, 9055 engagements


"$FFH.to "22% annualized ROE and X% q/q BVPS growth tells the story. Another $55/share in fair value increases (not recognized in BVPS) is the icing on the cake. Fairfax will deliver consistent profitability over the next several years." - NBF"  
[X Link](https://x.com/TidefallCapital/status/1951258950294217134) [@TidefallCapital](/creator/x/TidefallCapital) 2025-08-01T12:29Z 38.9K followers, 7140 engagements


"RBC bumps to $3000 $FFH.to price target. "We continue to believe FFH stock is overly discounted we re-iterate FFH as our Top Value." However this cycle ends with the street putting a premium on the ROE/PB regression chart not a discount especially given how low true PB is"  
[X Link](https://x.com/TidefallCapital/status/1952698634178302368) [@TidefallCapital](/creator/x/TidefallCapital) 2025-08-05T11:50Z 38.9K followers, 12.5K engagements


"$CROX in the red. That shall not last I have a call with their IR in X minutes if you have any question beyond the usual stuff like selling heydude"  
[X Link](https://x.com/TidefallCapital/status/1957514559217934729) [@TidefallCapital](/creator/x/TidefallCapital) 2025-08-18T18:46Z 38.9K followers, 28.6K engagements


"Fairfax $10000 $FFH.to 24%"  
[X Link](https://x.com/TidefallCapital/status/1963250782406373559) [@TidefallCapital](/creator/x/TidefallCapital) 2025-09-03T14:40Z 38.9K followers, 10.6K engagements


"@BrownMarubozu Just hoping we see $FFH.to sub $2000 but might not happen obviously"  
[X Link](https://x.com/TidefallCapital/status/1967980049593930005) [@TidefallCapital](/creator/x/TidefallCapital) 2025-09-16T15:53Z 38.9K followers, 1046 engagements


"@SleepwellCap My concern here is Fever tree is attaching themselves to an industry that may be in a secular tobacco like decline"  
[X Link](https://x.com/TidefallCapital/status/1969038254616780915) [@TidefallCapital](/creator/x/TidefallCapital) 2025-09-19T13:57Z 38.9K followers, 1163 engagements


"$MTCH $BMBL"  
[X Link](https://x.com/TidefallCapital/status/1970193675214037074) [@TidefallCapital](/creator/x/TidefallCapital) 2025-09-22T18:29Z 38.9K followers, 6190 engagements


"20% drawdown on $CSU.to over AI fears Selling this stock has never worked out. Sellers beware Sad Might have to make an anti AI software basket one day"  
[X Link](https://x.com/TidefallCapital/status/1970516266277367897) [@TidefallCapital](/creator/x/TidefallCapital) 2025-09-23T15:51Z 38.9K followers, 5647 engagements


"$CROX @ $XX XXXX% yield. Consensus has it earning half its market cap in the next XX months. I'm closer to XX months. PE is going to steal it. Only people feeling this are me and Norbert Lou"  
[X Link](https://x.com/TidefallCapital/status/1971222324772036889) [@TidefallCapital](/creator/x/TidefallCapital) 2025-09-25T14:36Z 38.9K followers, 48.9K engagements


"@henrythatsme $NVR too"  
[X Link](https://x.com/TidefallCapital/status/1971234123214954782) [@TidefallCapital](/creator/x/TidefallCapital) 2025-09-25T15:23Z 38.9K followers, XXX engagements


"New Sydney Swneeney HeyDude ad. $CROX"  
[X Link](https://x.com/TidefallCapital/status/1971587741851979955) [@TidefallCapital](/creator/x/TidefallCapital) 2025-09-26T14:48Z 38.9K followers, 89.2K engagements


"@DanielCDrolet This was from JD Canada"  
[X Link](https://x.com/TidefallCapital/status/1973116810150003027) [@TidefallCapital](/creator/x/TidefallCapital) 2025-09-30T20:04Z 38.9K followers, XXX engagements


"They have incredible terms on buying back these minority positions too $FFH.to"  
[X Link](https://x.com/TidefallCapital/status/1977740437067583618) [@TidefallCapital](/creator/x/TidefallCapital) 2025-10-13T14:17Z 38.9K followers, 7972 engagements


"@realnotbuffett @NHLFlames @Suncor better for buybacks"  
[X Link](https://x.com/TidefallCapital/status/1978262895633842380) [@TidefallCapital](/creator/x/TidefallCapital) 2025-10-15T00:53Z 38.9K followers, XX engagements


"@VikingVan100 "Over the past X years Fairfax has been delivering a masterclass in capital allocation. This transaction is just the latest in a long list of accomplishments for the company. Welcome to 'new Fairfax" love it $FFH.to"  
[X Link](https://x.com/TidefallCapital/status/1978273911813922880) [@TidefallCapital](/creator/x/TidefallCapital) 2025-10-15T01:37Z 38.9K followers, XXX engagements


"@BillBrewsterTBB They just keep pumping more I do think the US shale moving higher in cost while Canada SAGD declining is interesting though"  
[X Link](https://x.com/TidefallCapital/status/1978435000816017419) [@TidefallCapital](/creator/x/TidefallCapital) 2025-10-15T12:17Z 38.9K followers, XXX engagements


"@JamesJstuartb @BillBrewsterTBB $SCR.to has way longer reserves than $CNQ which also has a bunch on conventional oil"  
[X Link](https://x.com/TidefallCapital/status/1978441034435531056) [@TidefallCapital](/creator/x/TidefallCapital) 2025-10-15T12:41Z 38.9K followers, XXX engagements


"Meme stocks are actually reasonably priced in gold terms"  
[X Link](https://x.com/TidefallCapital/status/1979000156570767850) [@TidefallCapital](/creator/x/TidefallCapital) 2025-10-17T01:43Z 38.9K followers, 3182 engagements


""VMS stickiness is becoming more diluted. It won't remain sticky and you will see the results in two to three years not even five." $ROP $CSU.to"  
[X Link](https://x.com/TidefallCapital/status/1972049385824702800) [@TidefallCapital](/creator/x/TidefallCapital) 2025-09-27T21:23Z 38.9K followers, 20.2K engagements


"@pradeeepk Small relative to something like $CSU.to recent insider buys though"  
[X Link](https://x.com/TidefallCapital/status/1976229573437071694) [@TidefallCapital](/creator/x/TidefallCapital) 2025-10-09T10:13Z 38.9K followers, XXX engagements


"Love $CSU.to but that entire Akre write up on it has nothing on valuation"  
[X Link](https://x.com/TidefallCapital/status/1978425719018414483) [@TidefallCapital](/creator/x/TidefallCapital) 2025-10-15T11:40Z 38.9K followers, 8207 engagements


"@MichaelGielkens This AI $CSU.to disruption risk is going to look hilarious in a few years"  
[X Link](https://x.com/TidefallCapital/status/1980061546811429242) [@TidefallCapital](/creator/x/TidefallCapital) 2025-10-20T00:00Z 38.9K followers, XXX engagements