[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.] [@BrownMarubozu](/creator/twitter/BrownMarubozu) "$FFH.TO featured in Barrons along with X other wannabes. I think Prem has built a better mouse trap than Warren and were going to find out what that looks like over the next 5-25 years. A perfect @cfrischer1 quote is also featured"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1930883268896866393) 2025-06-06 07:03:40 UTC 4942 followers, 7957 engagements "There is nothing value investors hate more than moving stocks up by buying them"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1943096921461059739) 2025-07-09 23:56:21 UTC 4938 followers, 2355 engagements "$EUROB guidance seems to be in the 0.34-35 for the next few years based on their ROE target which is above the street. Priced at 2026E TBV the position would be worth US$150/sh to $FFH.TO"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1765772870427214021) 2024-03-07 16:13:53 UTC 4936 followers, 1821 engagements "Must listen for anyone that likes cheap stocks with catalysts and for $SCR.TO $MEG.TO holders. The part that was new to me is what SCR might do if they dont win MEG which is pay a $XX special dividend. Buying it at $XX the stub would trade at $XX with a XX% FCF yield"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1943315244635369691) 2025-07-10 14:23:54 UTC 4942 followers, 8591 engagements "RJ reiterates Outperform rating on $FFH.TO and increases its price target to C$2900 reflecting 1.5x 2026E BV. They focused on the equity portfolio gains in Q225 and boosted their 2025E IFRS EPS estimate to $XXX from $XXX and 2026E to $XXX from $203"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1942187565831921833) 2025-07-07 11:42:54 UTC 4942 followers, 3058 engagements "@Cheshir3Cap I see it as a global gambling game accessible 24-7 anywhere in the world with a XXX% payout ratio. If casinos are popular why wouldnt crypto be Owning crypto is betting on its popularity long term trading it is betting on its popularity short term. Both are XXX% Social Value"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1946357118396666242) 2025-07-18 23:51:13 UTC 4942 followers, 2492 engagements "This should have said if X% of $BRK shares switch into $FFH.TO its XX% of the current market cap. BRKs market cap is 25x FFH. So far the switchers are ahead by 10%"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1925567458699551170) 2025-05-22 15:00:32 UTC 4942 followers, 2785 engagements "How do Canadian portfolio managers choose $BRK over $FFH.TO The expected returns favour FFH The relative valuation favours FFH The flows favour FFH What am I missing"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1930084236658200981) 2025-06-04 02:08:35 UTC 4936 followers, 21K engagements "Next catalysts for $FFH.TO : - Q2 earnings expected July XX - potential add to RBCs focus list on August X which is much more speculative"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1937932577173610853) 2025-06-25 17:55:06 UTC 4942 followers, 3287 engagements "Here Come the Berkshire Hathaway Wannabes - Barrons $FFH.TO $FRFHF $MKL $L $WTM $HHH $TPOS $GLRE"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1930880249065050388) 2025-06-06 06:51:40 UTC 4942 followers, 7623 engagements "30 minute interview w/ the CEO of $FIH.U s flagship asset BIAL which is marked well below its fair value. Its hard not to be a fan of Hari and the airport. $FFH.TO"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1945671315891036571) 2025-07-17 02:26:05 UTC 4942 followers, 5751 engagements "$FFH.TO has outperformed $BRK slightly more than the S&P XXX $VFV since the AGM but a lot more YTD. Turns out the switch out of BRK into $FRFHF post BRK AGM was a good call. No reason to take this off until BRK starts buying back stock at least"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1938770818491642117) 2025-06-28 01:25:58 UTC 4942 followers, 4048 engagements "Pretty good tailwind for $EUROB it seems. Still 7x EPS annual dividend and an active share buyback program. $FFH.TO wont get credit for the increase in the share price except for its proportionate sales of its holdings into the buyback but the FV over CV keeps marching higher"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1939747692483371042) 2025-06-30 18:07:43 UTC 4942 followers, 3046 engagements "@chooseyourwow I hope you realize that $SCR.TO and $MEG.TO are the same after the merger and that if something benefits SCR it also benefits MEG"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1943244206358581490) 2025-07-10 09:41:37 UTC 4936 followers, XXX engagements "Small but seemingly very profitable realization for $FFH.TO in Greece. Based on 2014 AR disclosure the purchase was done at 21m and my guess is more than the total cost base taken out since. Its not clear if the 120-130m sales price includes debt"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1945852683585216904) 2025-07-17 14:26:46 UTC 4942 followers, 1781 engagements "@Cheshir3Cap Im an investor. I need to buy things at a discount to Intrinsic Value to be comfortable & Bitcoin doesnt have any. Its XXX% Social Value. I respect traders but dont have the make up for it. I do care about flows though b/c stock prices are also supply and demand"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1946353720452858047) 2025-07-18 23:37:43 UTC 4938 followers, XXX engagements "@LeveragedLayman Referring to the Equity Focus List. Trying to understand how much demand it could generate if they decide to add $FFH.TO. I think the advisors own the shares directly for their clients"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1942658123300495481) 2025-07-08 18:52:44 UTC 4942 followers, XXX engagements "$SCR.TO is the 5th biggest oil producer in Canada has no debt and a XX year RLI. Its not listed as an option but its my answer over the next X years. It has more promise for multiple expansion vs the below list as its not in any benchmarks yet and has top tier returns"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1943614709900492841) 2025-07-11 10:13:52 UTC 4938 followers, 9940 engagements "@VanIsleInvestor Do you think this was misdirection What terms would you accept from $CVE for your $MEG.TO shares How does that compare to $SCR.TO"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1944584105737236833) 2025-07-14 02:25:54 UTC 4938 followers, 1095 engagements "$FIH.U a top pick on @marketcall from Fairfax India tripmate Colin Stewart Colin Stewart's Top Picks: MATTR Corp Fairfax India & Black Diamond"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1943754810240471438) 2025-07-11 19:30:34 UTC 4942 followers, 1122 engagements "@theotheraharon @vanckzhu Biggest issue is figuring out how $GFR raises capital. Investors are scared of a rights issue but just as easily it could be acquired by WEF or $SCR.TO. SCR makes the most sense especially if they are successful merging with $MEG.TO in September. Accretive and NYSE listing"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1945888671099400557) 2025-07-17 16:49:46 UTC 4936 followers, XXX engagements "Satyaki gave the $FIH.U investor group a tour of BIAL in January. He gives me a lot of confidence in their ability to execute. $FFH.TO Watch PTE World interview with Satyaki Raghunath Bangalore International Airport on #Vimeo"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1930819236538032240) 2025-06-06 02:49:13 UTC 4935 followers, 4992 engagements "To be clear $FIH.U $FFXDF would be the long side of the trade and the short side would be an ETF or a basket of ETFs like $INDA. Probably under hedged by 30-50% given the discount to BV and IV respectively"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1795465714737754538) 2024-05-28 14:42:39 UTC 4935 followers, 6229 engagements "I guess we are calling quant models AI now. Its probably good for marketing Its a very good interview though and gives some insight how big companies like $FFH.TO and $SCR.TO can trade cheap b/c they dont pass the right screens for large active investors including quants"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1938617467947077862) 2025-06-27 15:16:36 UTC 4942 followers, 2056 engagements "@leevalueroach Sounds like $FFH.TO. Might take XX years though. Sooner if multiple expansion"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1944756108955951596) 2025-07-14 13:49:22 UTC 4942 followers, XXX engagements "$FFH.TO is probably one of the most prolific ESG companies in Canada but because ESG is really just a quant screen for quality Fairfax has levels of ownership similar to E&P stocks"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1934959356518244471) 2025-06-17 13:00:35 UTC 4942 followers, 4227 engagements "@Aureliusltd28 $EUROB trades 7x and is returning capital via dividends and buybacks"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1932271263138889791) 2025-06-10 02:59:03 UTC 4935 followers, XXX engagements "Probably worth looking at $FRFHF too if historical track record is a part of the thesis. $FFH.TO"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1939472538293481540) 2025-06-29 23:54:21 UTC 4942 followers, 4189 engagements "If you are wondering why $FFH.TO is so weak today its because there seems to be a rotation out of insurance into more economically sensitive financials as the sector overall is up on the day"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1940469372524679585) 2025-07-02 17:55:25 UTC 4942 followers, 4712 engagements "$EUROB up 5%+ today on an article suggesting the ECB will ok dividend payouts in June. Recall $FFH.TO owns 1.266b shares of Eurobank and the expected dividend is XXXX. The position is equity accounted for so carried well below market value"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1777721266201321820) 2024-04-09 15:32:32 UTC 4935 followers, 1706 engagements "@ValueLine initiated coverage on $FFH.TO last week which might be helping a few $BRK shareholders switch into it. It screens cheap despite the valuation metrics not adjusting for USDCAD i.e. actual P/E and P/B are about XX% of whats published"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1927420351027266043) 2025-05-27 17:43:16 UTC 4935 followers, 3639 engagements "IIFL Finance is up more than 5x for $FIH.U on a spin-off adjusted cost basis and represents more than a third of the current market cap given the $FFXDF yawning discount (40%) to BV. $IIFL still trades 12x 2024E EPS with growth expected to continue in double digits"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1728426823434854610) 2023-11-25 14:54:01 UTC 4935 followers, 16.4K engagements "$ELF.TO has been catching up to $FFH.TO lately on the 30-yr returns. Maybe the 100-1 for one split attracted some attention but not from any financial media as far as I know. My plan is to hold on. I like the contrast in the two styles but own 7x more FFH vs ELF"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1925027252334452783) 2025-05-21 03:13:56 UTC 4942 followers, 2993 engagements "The beauty is that $SCR.TO did it buy buying Montney with stock at $40/sh and selling it for cash at $60/sh yet the stock trades at $XX. SCR was trading at 0.58x NAV before they sold Montney above NAV and its 0.5x now despite being a pure play w/ no debt"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1942942644583141500) 2025-07-09 13:43:19 UTC 4936 followers, 2719 engagements "@denverlabrador And growing intrinsic value. Plus passive buying accelerates if $SCR.TO goes into the S&P/TSX Composite in September. It would create 1.6-2m shares of buying. Stock has to be $XX and trade a bit more but that seems like a likely outcome if an institution executed the strategy"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1946367822633832950) 2025-07-19 00:33:45 UTC 4942 followers, XXX engagements "@bsilly3 @JimONei57584121 @BubleQe $FFH.TO owns a much higher percentage of WEF III than $SCR.TO so presumably they wont want to be taken advantage of to benefit SCR. $GFR.TO also has some strong minority holders that can act as opposition. The alternative might be a rights issue though so Im prepared for that"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1936116800934363240) 2025-06-20 17:39:51 UTC 4942 followers, XXX engagements "Crypto is the casino Bitcoin is a game in the casino. Owning Bitcoin is owning the game and trading Bitcoin is playing the game. Why shouldnt it get more popular Almost no one has had a bad experience. Its not for me though"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1946359709310632010) 2025-07-19 00:01:30 UTC 4942 followers, 2413 engagements "My TFSA went over $1m recently so I put my hand up for the Globes TFSA Trouncer series. Currently the portfolio is mostly $FFH.TO $MKO.V and $FISH.V Finance professional grows his TFSA to a million dollars with a handful of stocks /via @globeandmail"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1928093361933517034) 2025-05-29 14:17:34 UTC 4942 followers, 14.6K engagements "The opportunity for rerate comes from ticking boxes. For $FFH.TO its being added to the XX. For $SCR.TO its being added to the Composite and getting picked up by quant funds like @NoahsolomonOWM manages. Not a coincidence that SCR has raised its dividend twice in the last year"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1938617472225079657) 2025-06-27 15:16:37 UTC 4942 followers, XXX engagements "@ryanLalani09 and I wrote about our variant perceptions for underwriting and investment returns at $FFH.TO over the foreseeable future in Berczy Park Capitals first ever substack. Please share read subscribe and comment"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1888038972447728034) 2025-02-08 01:35:43 UTC 4940 followers, 22.3K engagements "More opportunistic to switch into $SCR.TO instead. If enough $MEG.TO shareholders do it it increases the probability that the deal closes and they end up owning significantly more shares in the pro forma company. I doubt there are more than 10m shares of SCR available"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1946362348635066850) 2025-07-19 00:12:00 UTC 4942 followers, 2021 engagements "After the close RBC relaunches coverage on $FFH.TO with an outperform w/ a US$2050 PT reflecting 1.6x FBV. $IFC.TO reinitiated at Sector Perform w/ a $XXX PT reflecting 3.1x FBV. If RBC adjusts its Focus List for these changes it could result in decent inflows to Fairfax"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1935084103423951050) 2025-06-17 21:16:17 UTC 4942 followers, 3117 engagements "@NewcomerInvest More fun facts: X. $FFH.TO is paying management and performance fees to own $SCR.TO while public investors can sidecar for free. X. WEF III which is funding the subscription receipts for the $MEG.TO combination is XX% funded by FFH and WEF III also owns XX% of $GFR.TO"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1928859810797060594) 2025-05-31 17:03:10 UTC 4942 followers, 1385 engagements "Debating $BRK vs $FFH.TO with Berkshire fans is a reminder: investing is dominated by narrative now more than ever. Seems like a real edge for look through investors but it takes more work and one has to be ok looking stupid or being wrong a third of the time"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1925651409183142262) 2025-05-22 20:34:07 UTC 4935 followers, 2729 engagements "Too soon to think about thinking about selling $FFH.TO. My plan is to wait until I can forecast FTM ROE 10%. Thats really hard see over the next X years given the set up. In fact I still think its easy to buy with a reasonable time frame as the right tails are fat"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1937359287107416346) 2025-06-24 03:57:03 UTC 4942 followers, 6545 engagements "@jtourzan Good point. Investors are looking for signal now more than ever. Macro investors use correlations and analogs to determine asset allocation. BRICS central banks are buying gold and the US is directing capital to crypto. Either can be sold to make investments that earn cash flow"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1946355868456407065) 2025-07-18 23:46:15 UTC 4938 followers, XX engagements "Enjoying this episode of the podcast but this is a bad answer to a good question from @baystreetamber about $CNQ.TO. I dont think there are questions about the growth plans at $CNQ or if anyone who thinks management has lost its touch"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1943136354931556610) 2025-07-10 02:33:03 UTC 4936 followers, 2784 engagements "Andrew Bary with a nice $FFH.TO $FRFHF plug. Can skip to 2:15 if in a hurry"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1939476616423346297) 2025-06-30 00:10:33 UTC 4942 followers, 2667 engagements "@TheWiseIC @NewcomerInvest I own $ELF.TO since 2015 and $FFH.TO since 2021. $ELF.TO I would characterize more as an alternative to equity ETFs at a discount as the insurance company isnt that big a part of NEV"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1937622579147341865) 2025-06-24 21:23:16 UTC 4942 followers, XXX engagements "$FFH.TO often gets compared to $BRK because it copied the P&C insurance hold co model but in reality they have created a better mouse trap. The evidence is in the recent returns which are amplified by higher float to equity leverage than BRK. Shorts however are welcome"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1931076012558651471) 2025-06-06 19:49:33 UTC 4935 followers, 9076 engagements "$FFH.TO $FIH.U Those of us who went on the Fairfax India trip had a chance to listen to @amitabhk87 speak in New Delhi in January. I found him to be incredibly impressive. One thing is clear Fairfax has a network of high quality people in India that is incredibly valuable"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1938295214319296666) 2025-06-26 17:56:05 UTC 4942 followers, 2812 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@BrownMarubozu
"$FFH.TO featured in Barrons along with X other wannabes. I think Prem has built a better mouse trap than Warren and were going to find out what that looks like over the next 5-25 years. A perfect @cfrischer1 quote is also featured" @BrownMarubozu on X 2025-06-06 07:03:40 UTC 4942 followers, 7957 engagements
"There is nothing value investors hate more than moving stocks up by buying them" @BrownMarubozu on X 2025-07-09 23:56:21 UTC 4938 followers, 2355 engagements
"$EUROB guidance seems to be in the 0.34-35 for the next few years based on their ROE target which is above the street. Priced at 2026E TBV the position would be worth US$150/sh to $FFH.TO" @BrownMarubozu on X 2024-03-07 16:13:53 UTC 4936 followers, 1821 engagements
"Must listen for anyone that likes cheap stocks with catalysts and for $SCR.TO $MEG.TO holders. The part that was new to me is what SCR might do if they dont win MEG which is pay a $XX special dividend. Buying it at $XX the stub would trade at $XX with a XX% FCF yield" @BrownMarubozu on X 2025-07-10 14:23:54 UTC 4942 followers, 8591 engagements
"RJ reiterates Outperform rating on $FFH.TO and increases its price target to C$2900 reflecting 1.5x 2026E BV. They focused on the equity portfolio gains in Q225 and boosted their 2025E IFRS EPS estimate to $XXX from $XXX and 2026E to $XXX from $203" @BrownMarubozu on X 2025-07-07 11:42:54 UTC 4942 followers, 3058 engagements
"@Cheshir3Cap I see it as a global gambling game accessible 24-7 anywhere in the world with a XXX% payout ratio. If casinos are popular why wouldnt crypto be Owning crypto is betting on its popularity long term trading it is betting on its popularity short term. Both are XXX% Social Value" @BrownMarubozu on X 2025-07-18 23:51:13 UTC 4942 followers, 2492 engagements
"This should have said if X% of $BRK shares switch into $FFH.TO its XX% of the current market cap. BRKs market cap is 25x FFH. So far the switchers are ahead by 10%" @BrownMarubozu on X 2025-05-22 15:00:32 UTC 4942 followers, 2785 engagements
"How do Canadian portfolio managers choose $BRK over $FFH.TO The expected returns favour FFH The relative valuation favours FFH The flows favour FFH What am I missing" @BrownMarubozu on X 2025-06-04 02:08:35 UTC 4936 followers, 21K engagements
"Next catalysts for $FFH.TO : - Q2 earnings expected July XX - potential add to RBCs focus list on August X which is much more speculative" @BrownMarubozu on X 2025-06-25 17:55:06 UTC 4942 followers, 3287 engagements
"Here Come the Berkshire Hathaway Wannabes - Barrons $FFH.TO $FRFHF $MKL $L $WTM $HHH $TPOS $GLRE" @BrownMarubozu on X 2025-06-06 06:51:40 UTC 4942 followers, 7623 engagements
"30 minute interview w/ the CEO of $FIH.U s flagship asset BIAL which is marked well below its fair value. Its hard not to be a fan of Hari and the airport. $FFH.TO" @BrownMarubozu on X 2025-07-17 02:26:05 UTC 4942 followers, 5751 engagements
"$FFH.TO has outperformed $BRK slightly more than the S&P XXX $VFV since the AGM but a lot more YTD. Turns out the switch out of BRK into $FRFHF post BRK AGM was a good call. No reason to take this off until BRK starts buying back stock at least" @BrownMarubozu on X 2025-06-28 01:25:58 UTC 4942 followers, 4048 engagements
"Pretty good tailwind for $EUROB it seems. Still 7x EPS annual dividend and an active share buyback program. $FFH.TO wont get credit for the increase in the share price except for its proportionate sales of its holdings into the buyback but the FV over CV keeps marching higher" @BrownMarubozu on X 2025-06-30 18:07:43 UTC 4942 followers, 3046 engagements
"@chooseyourwow I hope you realize that $SCR.TO and $MEG.TO are the same after the merger and that if something benefits SCR it also benefits MEG" @BrownMarubozu on X 2025-07-10 09:41:37 UTC 4936 followers, XXX engagements
"Small but seemingly very profitable realization for $FFH.TO in Greece. Based on 2014 AR disclosure the purchase was done at 21m and my guess is more than the total cost base taken out since. Its not clear if the 120-130m sales price includes debt" @BrownMarubozu on X 2025-07-17 14:26:46 UTC 4942 followers, 1781 engagements
"@Cheshir3Cap Im an investor. I need to buy things at a discount to Intrinsic Value to be comfortable & Bitcoin doesnt have any. Its XXX% Social Value. I respect traders but dont have the make up for it. I do care about flows though b/c stock prices are also supply and demand" @BrownMarubozu on X 2025-07-18 23:37:43 UTC 4938 followers, XXX engagements
"@LeveragedLayman Referring to the Equity Focus List. Trying to understand how much demand it could generate if they decide to add $FFH.TO. I think the advisors own the shares directly for their clients" @BrownMarubozu on X 2025-07-08 18:52:44 UTC 4942 followers, XXX engagements
"$SCR.TO is the 5th biggest oil producer in Canada has no debt and a XX year RLI. Its not listed as an option but its my answer over the next X years. It has more promise for multiple expansion vs the below list as its not in any benchmarks yet and has top tier returns" @BrownMarubozu on X 2025-07-11 10:13:52 UTC 4938 followers, 9940 engagements
"@VanIsleInvestor Do you think this was misdirection What terms would you accept from $CVE for your $MEG.TO shares How does that compare to $SCR.TO" @BrownMarubozu on X 2025-07-14 02:25:54 UTC 4938 followers, 1095 engagements
"$FIH.U a top pick on @marketcall from Fairfax India tripmate Colin Stewart Colin Stewart's Top Picks: MATTR Corp Fairfax India & Black Diamond" @BrownMarubozu on X 2025-07-11 19:30:34 UTC 4942 followers, 1122 engagements
"@theotheraharon @vanckzhu Biggest issue is figuring out how $GFR raises capital. Investors are scared of a rights issue but just as easily it could be acquired by WEF or $SCR.TO. SCR makes the most sense especially if they are successful merging with $MEG.TO in September. Accretive and NYSE listing" @BrownMarubozu on X 2025-07-17 16:49:46 UTC 4936 followers, XXX engagements
"Satyaki gave the $FIH.U investor group a tour of BIAL in January. He gives me a lot of confidence in their ability to execute. $FFH.TO Watch PTE World interview with Satyaki Raghunath Bangalore International Airport on #Vimeo" @BrownMarubozu on X 2025-06-06 02:49:13 UTC 4935 followers, 4992 engagements
"To be clear $FIH.U $FFXDF would be the long side of the trade and the short side would be an ETF or a basket of ETFs like $INDA. Probably under hedged by 30-50% given the discount to BV and IV respectively" @BrownMarubozu on X 2024-05-28 14:42:39 UTC 4935 followers, 6229 engagements
"I guess we are calling quant models AI now. Its probably good for marketing Its a very good interview though and gives some insight how big companies like $FFH.TO and $SCR.TO can trade cheap b/c they dont pass the right screens for large active investors including quants" @BrownMarubozu on X 2025-06-27 15:16:36 UTC 4942 followers, 2056 engagements
"@leevalueroach Sounds like $FFH.TO. Might take XX years though. Sooner if multiple expansion" @BrownMarubozu on X 2025-07-14 13:49:22 UTC 4942 followers, XXX engagements
"$FFH.TO is probably one of the most prolific ESG companies in Canada but because ESG is really just a quant screen for quality Fairfax has levels of ownership similar to E&P stocks" @BrownMarubozu on X 2025-06-17 13:00:35 UTC 4942 followers, 4227 engagements
"@Aureliusltd28 $EUROB trades 7x and is returning capital via dividends and buybacks" @BrownMarubozu on X 2025-06-10 02:59:03 UTC 4935 followers, XXX engagements
"Probably worth looking at $FRFHF too if historical track record is a part of the thesis. $FFH.TO" @BrownMarubozu on X 2025-06-29 23:54:21 UTC 4942 followers, 4189 engagements
"If you are wondering why $FFH.TO is so weak today its because there seems to be a rotation out of insurance into more economically sensitive financials as the sector overall is up on the day" @BrownMarubozu on X 2025-07-02 17:55:25 UTC 4942 followers, 4712 engagements
"$EUROB up 5%+ today on an article suggesting the ECB will ok dividend payouts in June. Recall $FFH.TO owns 1.266b shares of Eurobank and the expected dividend is XXXX. The position is equity accounted for so carried well below market value" @BrownMarubozu on X 2024-04-09 15:32:32 UTC 4935 followers, 1706 engagements
"@ValueLine initiated coverage on $FFH.TO last week which might be helping a few $BRK shareholders switch into it. It screens cheap despite the valuation metrics not adjusting for USDCAD i.e. actual P/E and P/B are about XX% of whats published" @BrownMarubozu on X 2025-05-27 17:43:16 UTC 4935 followers, 3639 engagements
"IIFL Finance is up more than 5x for $FIH.U on a spin-off adjusted cost basis and represents more than a third of the current market cap given the $FFXDF yawning discount (40%) to BV. $IIFL still trades 12x 2024E EPS with growth expected to continue in double digits" @BrownMarubozu on X 2023-11-25 14:54:01 UTC 4935 followers, 16.4K engagements
"$ELF.TO has been catching up to $FFH.TO lately on the 30-yr returns. Maybe the 100-1 for one split attracted some attention but not from any financial media as far as I know. My plan is to hold on. I like the contrast in the two styles but own 7x more FFH vs ELF" @BrownMarubozu on X 2025-05-21 03:13:56 UTC 4942 followers, 2993 engagements
"The beauty is that $SCR.TO did it buy buying Montney with stock at $40/sh and selling it for cash at $60/sh yet the stock trades at $XX. SCR was trading at 0.58x NAV before they sold Montney above NAV and its 0.5x now despite being a pure play w/ no debt" @BrownMarubozu on X 2025-07-09 13:43:19 UTC 4936 followers, 2719 engagements
"@denverlabrador And growing intrinsic value. Plus passive buying accelerates if $SCR.TO goes into the S&P/TSX Composite in September. It would create 1.6-2m shares of buying. Stock has to be $XX and trade a bit more but that seems like a likely outcome if an institution executed the strategy" @BrownMarubozu on X 2025-07-19 00:33:45 UTC 4942 followers, XXX engagements
"@bsilly3 @JimONei57584121 @BubleQe $FFH.TO owns a much higher percentage of WEF III than $SCR.TO so presumably they wont want to be taken advantage of to benefit SCR. $GFR.TO also has some strong minority holders that can act as opposition. The alternative might be a rights issue though so Im prepared for that" @BrownMarubozu on X 2025-06-20 17:39:51 UTC 4942 followers, XXX engagements
"Crypto is the casino Bitcoin is a game in the casino. Owning Bitcoin is owning the game and trading Bitcoin is playing the game. Why shouldnt it get more popular Almost no one has had a bad experience. Its not for me though" @BrownMarubozu on X 2025-07-19 00:01:30 UTC 4942 followers, 2413 engagements
"My TFSA went over $1m recently so I put my hand up for the Globes TFSA Trouncer series. Currently the portfolio is mostly $FFH.TO $MKO.V and $FISH.V Finance professional grows his TFSA to a million dollars with a handful of stocks /via @globeandmail" @BrownMarubozu on X 2025-05-29 14:17:34 UTC 4942 followers, 14.6K engagements
"The opportunity for rerate comes from ticking boxes. For $FFH.TO its being added to the XX. For $SCR.TO its being added to the Composite and getting picked up by quant funds like @NoahsolomonOWM manages. Not a coincidence that SCR has raised its dividend twice in the last year" @BrownMarubozu on X 2025-06-27 15:16:37 UTC 4942 followers, XXX engagements
"@ryanLalani09 and I wrote about our variant perceptions for underwriting and investment returns at $FFH.TO over the foreseeable future in Berczy Park Capitals first ever substack. Please share read subscribe and comment" @BrownMarubozu on X 2025-02-08 01:35:43 UTC 4940 followers, 22.3K engagements
"More opportunistic to switch into $SCR.TO instead. If enough $MEG.TO shareholders do it it increases the probability that the deal closes and they end up owning significantly more shares in the pro forma company. I doubt there are more than 10m shares of SCR available" @BrownMarubozu on X 2025-07-19 00:12:00 UTC 4942 followers, 2021 engagements
"After the close RBC relaunches coverage on $FFH.TO with an outperform w/ a US$2050 PT reflecting 1.6x FBV. $IFC.TO reinitiated at Sector Perform w/ a $XXX PT reflecting 3.1x FBV. If RBC adjusts its Focus List for these changes it could result in decent inflows to Fairfax" @BrownMarubozu on X 2025-06-17 21:16:17 UTC 4942 followers, 3117 engagements
"@NewcomerInvest More fun facts: X. $FFH.TO is paying management and performance fees to own $SCR.TO while public investors can sidecar for free. X. WEF III which is funding the subscription receipts for the $MEG.TO combination is XX% funded by FFH and WEF III also owns XX% of $GFR.TO" @BrownMarubozu on X 2025-05-31 17:03:10 UTC 4942 followers, 1385 engagements
"Debating $BRK vs $FFH.TO with Berkshire fans is a reminder: investing is dominated by narrative now more than ever. Seems like a real edge for look through investors but it takes more work and one has to be ok looking stupid or being wrong a third of the time" @BrownMarubozu on X 2025-05-22 20:34:07 UTC 4935 followers, 2729 engagements
"Too soon to think about thinking about selling $FFH.TO. My plan is to wait until I can forecast FTM ROE 10%. Thats really hard see over the next X years given the set up. In fact I still think its easy to buy with a reasonable time frame as the right tails are fat" @BrownMarubozu on X 2025-06-24 03:57:03 UTC 4942 followers, 6545 engagements
"@jtourzan Good point. Investors are looking for signal now more than ever. Macro investors use correlations and analogs to determine asset allocation. BRICS central banks are buying gold and the US is directing capital to crypto. Either can be sold to make investments that earn cash flow" @BrownMarubozu on X 2025-07-18 23:46:15 UTC 4938 followers, XX engagements
"Enjoying this episode of the podcast but this is a bad answer to a good question from @baystreetamber about $CNQ.TO. I dont think there are questions about the growth plans at $CNQ or if anyone who thinks management has lost its touch" @BrownMarubozu on X 2025-07-10 02:33:03 UTC 4936 followers, 2784 engagements
"Andrew Bary with a nice $FFH.TO $FRFHF plug. Can skip to 2:15 if in a hurry" @BrownMarubozu on X 2025-06-30 00:10:33 UTC 4942 followers, 2667 engagements
"@TheWiseIC @NewcomerInvest I own $ELF.TO since 2015 and $FFH.TO since 2021. $ELF.TO I would characterize more as an alternative to equity ETFs at a discount as the insurance company isnt that big a part of NEV" @BrownMarubozu on X 2025-06-24 21:23:16 UTC 4942 followers, XXX engagements
"$FFH.TO often gets compared to $BRK because it copied the P&C insurance hold co model but in reality they have created a better mouse trap. The evidence is in the recent returns which are amplified by higher float to equity leverage than BRK. Shorts however are welcome" @BrownMarubozu on X 2025-06-06 19:49:33 UTC 4935 followers, 9076 engagements
"$FFH.TO $FIH.U Those of us who went on the Fairfax India trip had a chance to listen to @amitabhk87 speak in New Delhi in January. I found him to be incredibly impressive. One thing is clear Fairfax has a network of high quality people in India that is incredibly valuable" @BrownMarubozu on X 2025-06-26 17:56:05 UTC 4942 followers, 2812 engagements
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