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[@BrownMarubozu](/creator/twitter/BrownMarubozu)
"Prem Watsa. Hes built a masterpiece at $FFH.TO but because it doesnt screen well for quants its under the radar for XX% of investors"  
[X Link](https://x.com/BrownMarubozu/status/1957601847595659630) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-08-19T00:33Z 5217 followers, 18.8K engagements


"Perhaps an opening in the S&P/TSX XX is coming for $FFH.TO. Its a committee so they could always skip it and jump to $CLS or $RBA if $TECK gets taken out"  
[X Link](https://x.com/BrownMarubozu/status/1965219474778608077) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-09-09T01:03Z 5217 followers, 6235 engagements


"The market seems to agree that $FFH.TO is the front runner but 12-18 months is a long time"  
[X Link](https://x.com/BrownMarubozu/status/1965503053689487766) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-09-09T19:50Z 5217 followers, 3522 engagements


"$FFH.TO doesnt screen well for quants because they dont report adjusted EPS. Some analysts use the line for core earnings but to a quant screen it makes the stock look more expensive than it is"  
[X Link](https://x.com/BrownMarubozu/status/1966115048335540357) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-09-11T12:22Z 5218 followers, 2869 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"  
[X Link](https://x.com/BrownMarubozu/status/1945671315891036571) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-07-17T02:26Z 5217 followers, 6382 engagements


"$QUESS is a holding of $FFH.TO. It recently split into three separate companies. I have chatted with Ajit Isaac a few times over the past few years including in Bangalore where Quess hosted $FIH.U investors. Im a big fan. Fairfaxs network in India is phenomenal"  
[X Link](https://x.com/BrownMarubozu/status/1948583592487010772) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-07-25T03:18Z 5217 followers, 2545 engagements


"Thanks to @NewcomerInvest for having me on again We met the day that Adam was on @inthemoneypod discussing the $SCR.TO special dividend if the $MEG.TO shareholders make a bad decision and before we knew of $CVE.TO s pending bid. Also discuss $FFH.TO $ELF.TO and gold stocks"  
[X Link](https://x.com/BrownMarubozu/status/1949506936904290777) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-07-27T16:27Z 5217 followers, 22.3K engagements


"$FFH.TO stalking $IFC.TO in the S&P/TSX Composite rankings. With most Canadian active equity funds underweight FFH and overweight IFC perhaps if FFH gets bigger it will make them reconsider their framing. IFC reports tonight and FFH on Thursday night"  
[X Link](https://x.com/BrownMarubozu/status/1950203302286606741) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-07-29T14:34Z 5217 followers, 8311 engagements


"@valueventurez I dont see it or a split happening. $FFH.TO also does everything they reasonably can to defer income and thus understate book value. They are kind of the opposite of $BN in that way. BN does everything they can to get demand for their shares and mark their assets at fair value"  
[X Link](https://x.com/BrownMarubozu/status/1956845366705287333) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-08-16T22:27Z 5217 followers, XXX engagements


"@TacticzH Why do you use $FFX for Fairfax Its tickers are $FFH.TO and $FRFHF as far as I know"  
[X Link](https://x.com/BrownMarubozu/status/1957782003253715075) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-08-19T12:29Z 5217 followers, XXX engagements


"Unless the moat is insurance float in which case the market is not that sophisticated. $FFH.TO $FRFHF"  
[X Link](https://x.com/BrownMarubozu/status/1959784177944936654) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-08-25T01:05Z 5217 followers, 5095 engagements


"Both $FFH.TO and $IFC.TO have struggled recently but this is the first time I have noticed FFH has passed IFC in the Composite. Brokers may have to reconsider if it belongs on their focus list or not"  
[X Link](https://x.com/BrownMarubozu/status/1960042081755492718) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-08-25T18:10Z 5217 followers, 4453 engagements


"@RazorOil $FIH.U is cheaper on an IV basis and there is a significant catalyst for BV to get closer to IV if its biggest asset IPOs as planned. That being said it doesnt have the same leverage benefits as $FFH.TO and thus doesnt have as a high a floor on ROE. I own more FFH vs FIH"  
[X Link](https://x.com/BrownMarubozu/status/1961893745307037864) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-08-30T20:48Z 5217 followers, XXX engagements


"$FFH.TO getting busy on the buyback again cancelling 152k shares. I think its pretty rare for them to be this active in September given hurricane season but if anyone has done the analysis please share"  
[X Link](https://x.com/BrownMarubozu/status/1965885019009986701) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-09-10T21:08Z 5217 followers, 9937 engagements


"Canadian PMs rotating into banks and selling P&C insurers the last few months as they worry about interest rate cuts hitting earnings. Fairfax is the cheapest most diversified and outperforming the rest. $ZEB.TO $XFN.TO $IFC.TO $TSU.TO $DFY.TO $FFH.TO"  
[X Link](https://x.com/BrownMarubozu/status/1967976653465981342) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-09-16T15:39Z 5217 followers, 2124 engagements


"@VanIsleInvestor I dont know. My first article was April XX 2024 on $FFH.TO. Another contributor was kind enough to refer me. I had to send in my CV and be interviewed. I chose not to be paid b/c I thought it might make it more likely for them to publish. Im not compensated"  
[X Link](https://x.com/BrownMarubozu/status/1971534357228822816) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-09-26T11:16Z 5217 followers, XXX engagements


"I was wrong. I didnt think $CVE would bump or increase the stock component for $MEG.TO because of financial discipline. It will be interesting to see how $SCR.TO responds"  
[X Link](https://x.com/BrownMarubozu/status/1975887731940303354) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-10-08T11:35Z 5217 followers, 7194 engagements


"@janezno63305264 Much like quality investors cant own $FFH.TO because of the equity portfolio many macro investors cant own it because of the fixed income portfolio"  
[X Link](https://x.com/BrownMarubozu/status/1976613592943210618) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-10-10T11:39Z 5217 followers, XXX engagements


"@SixSigmaCapital Is $FFH.TO on the Fintwit favourites list Its not a bio. I own some $MBX.TO and $MDP.TO if looking for microcap bios"  
[X Link](https://x.com/BrownMarubozu/status/1976617391397408925) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-10-10T11:54Z 5217 followers, XXX 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"  
[X Link](https://x.com/BrownMarubozu/status/1938770818491642117) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-06-28T01:25Z 5218 followers, 4602 engagements


"A reminder that $FFH.TO owns XX% of #2 holding $EUROB and X% of #5 holding $MTLN.L in the $GREK ETF. Both stocks still look inexpensive despite recent multiple expansion. Eurobank is returning capital and Metlen is growing fast. Both have ROE 15%"  
[X Link](https://x.com/BrownMarubozu/status/1957173824274702640) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-08-17T20:12Z 5217 followers, 5809 engagements


"For $FFH.TO XX% BVPS growth along with the multiple expansion leads to a XX% CAGR over XX years. Of course its also possible BVPS growth is higher and the multiple expands more. This seems more likely than slower growth and a smaller multiple"  
[X Link](https://x.com/BrownMarubozu/status/1961880269511692392) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-08-30T19:54Z 5217 followers, 5567 engagements


"The break fee is especially nasty. Even if $MEG.TO holders vote down the $CVE proposal they still have to pay almost $1/sh if they enter into another agreement within XX months. The best case scenario for MEG holders is to tender to the $SCR.TO offer expiring next week"  
[X Link](https://x.com/BrownMarubozu/status/1963217350737437109) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-09-03T12:27Z 5217 followers, 19K engagements


"Looks like another reason to own $FFH.TO"  
[X Link](https://x.com/BrownMarubozu/status/1963410899797983469) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-09-04T01:16Z 5217 followers, 2627 engagements


"On the pod we discussed how $FFH.TO might break its normal seasonality with potential for RBC Focus List and/or XX add but neither happened. FFH has underperformed $XFN.TO by a little over XX% since the end of June which is not unusual during hurricane season but above average"  
[X Link](https://x.com/BrownMarubozu/status/1964326475873607950) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-09-06T13:55Z 5217 followers, 7903 engagements


"Like every capital allocation decision price paid matters but growth and high returns on incremental investment is always preferable to a return of capital. $FFH.TO"  
[X Link](https://x.com/BrownMarubozu/status/1964666426071167281) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-09-07T12:25Z 5217 followers, 4478 engagements


"$FIH.U announces the sale of private holding Saurashtra for $75m which is 20%+ higher than its mark at the end of Q2. While small the cash might be needed soon if they are successful in bidding for IDBI assuming FIH contributes CSB and some cash to the deal. $FFH.TO"  
[X Link](https://x.com/BrownMarubozu/status/1966480556239041016) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-09-12T12:34Z 5217 followers, 3586 engagements


"@mapleBBerry @TidefallCapital I tried to explain it in the substack but TLDR is that there hasnt been an opening in the S&P/TSX XX since $FFH.TO got big enough to be added. The XX is also done by committee so they have discretion based on sector weight and other factors. If $TECK gets sold odds go up"  
[X Link](https://x.com/BrownMarubozu/status/1968044839196590476) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-09-16T20:10Z 5217 followers, XXX engagements


"If so another opening in the S&P/TSX XX for the companies in waiting $FFH.TO $CLS.TO $RBA.TO"  
[X Link](https://x.com/BrownMarubozu/status/1972732949587189787) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-09-29T18:39Z 5217 followers, 2587 engagements


"$FFH.TO kept the buyback going in September canceling another 132k shares"  
[X Link](https://x.com/BrownMarubozu/status/1976484414285885768) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-10-10T03:06Z 5217 followers, 4985 engagements


"Seems like a good opportunity to put on the long $FIH.U vs short $INDA again after the recent short term dislocation. Yesterdays AGM made it clear how far below intrinsic value that FIH trades and it has lagged recently as investors scramble for liquidity"  
[X Link](https://x.com/BrownMarubozu/status/1910294017520161164) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-04-10T11:29Z 5217 followers, 5129 engagements


"Nice call Yannis A reminder that $MYTIL.AT is $FFH.TO s second biggest position in Greece after $EUROB. Multiple expansion and growth are a powerful combination"  
[X Link](https://x.com/BrownMarubozu/status/1954150546132070407) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-08-09T11:59Z 5217 followers, 3388 engagements


"@brettgardner_10 @JimmyDaGreek76 Can be both. It has to be stocks that dont screen well for quants. Given your knowledge of $BRK have you analyzed Fairfax Financial $FFH.TO $FRFHF for example It stands out as cheap despite strong historical performance and near term outlook"  
[X Link](https://x.com/BrownMarubozu/status/1959796165207015662) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-08-25T01:53Z 5217 followers, XXX engagements


"@ShaleTier7 Were oil prices at all time lows for X years Have you analyzed the returns of where they reinvested those cash flows I do think its a cyclical business with many of the participants making decisions based on heuristics instead of returns so yeah it should be repeatable"  
[X Link](https://x.com/BrownMarubozu/status/1969174688677998790) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-09-19T23:00Z 5217 followers, XXX engagements


"Nice catch by @VanIsleInvestor . $AQN might be preparing for removal from the XX by switching domiciles which would open up another spot in addition to $TECK. $CAR.UN has also dropped below 20bp potentially opening up another spot. $FFH.TO $CLS.TO and $RBA on deck"  
[X Link](https://x.com/BrownMarubozu/status/1971567809038831962) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-09-26T13:29Z 5217 followers, 2014 engagements


"Im glad $SCR.TO showed discipline. Looking forward to the special distribution and rerating. $CVE holders like Tom are understandably frustrated as $MEG.TO was more expensive for CVE b/c of SCRs actions (less accretive but still a very good deal). CVE should outperform Monday"  
[X Link](https://x.com/BrownMarubozu/status/1976814372921200842) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-10-11T00:57Z 5217 followers, 6129 engagements


"$FFH.TO selling its XX% stake in Eurolife back to $EUROB for 1.45x BV. Given where it was marked this should result in a decent gain when closed. FFH will likely continue buybacks and buy in minority interests in Allied World and Odyssey Re over time with the proceed"  
[X Link](https://x.com/BrownMarubozu/status/1977739057753899191) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-10-13T14:11Z 5217 followers, 14.9K engagements


"@0xMerridew Tether is also a big buyer"  
[X Link](https://x.com/BrownMarubozu/status/1979022883104923836) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-10-17T03:13Z 5217 followers, XX engagements