[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 4943 followers, 7965 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 4939 followers, 3082 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, 2787 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 4944 followers, 3290 engagements "@WoodedBeardsman @maxpolinsky1 @BeegJj It seems short sighted. Preferring multiple contraction shunning synergies and wanting lower growth is an odd stance to me. Well see if large shareholders think the same. They can own more if the deal happens and before the multiple expands from all of the index buying"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1947817757401354477) 2025-07-23 00:35:16 UTC 4939 followers, XX 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, 7630 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. $FFH.TO"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1945671315891036571) 2025-07-17 02:26:05 UTC 4943 followers, 6044 engagements "$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, 4176 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 4941 followers, 3052 engagements "Now this is how to do a buyback. $EUROB $FFH.TO"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1924847522767340025) 2025-05-20 15:19:46 UTC 4942 followers, 10.7K 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 4938 followers, 2002 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 "@WoodedBeardsman @maxpolinsky1 @BeegJj Its a merger. $MEG.TO shareholders will own the combined company. Individual shareholders can choose to sell MEG now to buy $SCR.TO to end up with more of the pro forma company. The last thing shareholders should want in this deal is cash as its effectively a buyback"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1947770734958551501) 2025-07-22 21:28:25 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 "@TheWiseIC @RealLukaDorkic The time between June 30-Oct. XX is usually the weakest period from a relative performance perspective because of hurricane season. $FFH.TO has only outperformed $XFN.TO 2/10 times in the past decade during this period. 2017 2023 were exceptions. I think 2025 will be too"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1947699811572191662) 2025-07-22 16:46:36 UTC 4941 followers, XXX engagements "@fhoro Neutral on $IFC.TO and a Buy on $FFH.TO seems like a big deal. Canadian institutions are mostly overweight IFC at FFHs expense"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1935176202433495457) 2025-06-18 03:22:15 UTC 4942 followers, XXX 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, 2059 engagements "The $FFH.TO $XFN.TO trade comes to a close with XXXX% outperformance since Feb XX. There is still a chance FFH gets announced as an add to the S&P/TSX XX after the close on Friday but $AQN is still 19bps so perhaps not low enough to make a change"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1929377715968147699) 2025-06-02 03:21:08 UTC 4942 followers, 2072 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 "@TruthGundlach tell me to buy $FFH.TO without telling me to buy $FRFHF"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1932551972655181908) 2025-06-10 21:34:30 UTC 4942 followers, XXX engagements "$FFH.TO only bought 4k shares in May. Was it too expensive or did it go above their monthly ASPP limit"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1931180277134447079) 2025-06-07 02:43:52 UTC 4942 followers, 5010 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, 4282 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 4938 followers, 4743 engagements "@ValueLine initiated coverage on $FFH.TO last week which might be helping a few $BRK shareholders switch into it. It screens cheap despite the valuation metrics not adjusting for USDCAD i.e. actual P/E and P/B are about XX% of whats published"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1927420351027266043) 2025-05-27 17:43:16 UTC 4941 followers, 3644 engagements "$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, 3049 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 "@growthstonksbro @globeandmail No leverage in the TFSA. $FFH.TO contributed about XX% $MKO.V XX% and $FISH.V 10%. Pretty spread out after that. It wasnt always so concentrated. The TFSA is where I tend to buy last so the performance is usually better"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1928098184561062290) 2025-05-29 14:36:44 UTC 4942 followers, XXX 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 "@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 4943 followers, 22.3K 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 "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, 2647 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 4939 followers, 3131 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, 1390 engagements "Do $MEG.TO shareholders want $CVE paper or cash Will $SCR.TO benefit from the flows as it looks like MEG from a financial and oil exposure perspective and doesnt have downstream exposure"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1948198562640109846) 2025-07-24 01:48:27 UTC 4946 followers, 3060 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 4939 followers, 6580 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 4944 followers, 2907 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 4941 followers, 2683 engagements "@TheWiseIC @NewcomerInvest I own $ELF.TO since 2015 and $FFH.TO since 2021. $ELF.TO I would characterize more as an alternative to equity ETFs at a discount as the insurance company isnt that big a part of NEV"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1937622579147341865) 2025-06-24 21:23:16 UTC 4943 followers, XXX engagements "$FFH.TO often gets compared to $BRK because it copied the P&C insurance hold co model but in reality they have created a better mouse trap. The evidence is in the recent returns which are amplified by higher float to equity leverage than BRK. Shorts however are welcome"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1931076012558651471) 2025-06-06 19:49:33 UTC 4946 followers, 9077 engagements "$FFH.TO $FIH.U Those of us who went on the Fairfax India trip had a chance to listen to @amitabhk87 speak in New Delhi in January. I found him to be incredibly impressive. One thing is clear Fairfax has a network of high quality people in India that is incredibly valuable"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1938295214319296666) 2025-06-26 17:56:05 UTC 4942 followers, 2826 engagements "$CVE floats this to see how the stock reacts before they finalize their bids. If it rallies they may be inclined to use more equity and some $MEG.TO shareholders may prefer it. Plus the sector has an aversion to leverage north of 1x debt /EBITDA"  [@BrownMarubozu](/creator/x/BrownMarubozu) on [X](/post/tweet/1948252766306005341) 2025-07-24 05:23:50 UTC 4946 followers, 1565 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@BrownMarubozu
"$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 4943 followers, 7965 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 4939 followers, 3082 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, 2787 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 4944 followers, 3290 engagements
"@WoodedBeardsman @maxpolinsky1 @BeegJj It seems short sighted. Preferring multiple contraction shunning synergies and wanting lower growth is an odd stance to me. Well see if large shareholders think the same. They can own more if the deal happens and before the multiple expands from all of the index buying" @BrownMarubozu on X 2025-07-23 00:35:16 UTC 4939 followers, XX 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, 7630 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. $FFH.TO" @BrownMarubozu on X 2025-07-17 02:26:05 UTC 4943 followers, 6044 engagements
"$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, 4176 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 4941 followers, 3052 engagements
"Now this is how to do a buyback. $EUROB $FFH.TO" @BrownMarubozu on X 2025-05-20 15:19:46 UTC 4942 followers, 10.7K 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 4938 followers, 2002 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
"@WoodedBeardsman @maxpolinsky1 @BeegJj Its a merger. $MEG.TO shareholders will own the combined company. Individual shareholders can choose to sell MEG now to buy $SCR.TO to end up with more of the pro forma company. The last thing shareholders should want in this deal is cash as its effectively a buyback" @BrownMarubozu on X 2025-07-22 21:28:25 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
"@TheWiseIC @RealLukaDorkic The time between June 30-Oct. XX is usually the weakest period from a relative performance perspective because of hurricane season. $FFH.TO has only outperformed $XFN.TO 2/10 times in the past decade during this period. 2017 2023 were exceptions. I think 2025 will be too" @BrownMarubozu on X 2025-07-22 16:46:36 UTC 4941 followers, XXX engagements
"@fhoro Neutral on $IFC.TO and a Buy on $FFH.TO seems like a big deal. Canadian institutions are mostly overweight IFC at FFHs expense" @BrownMarubozu on X 2025-06-18 03:22:15 UTC 4942 followers, XXX 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, 2059 engagements
"The $FFH.TO $XFN.TO trade comes to a close with XXXX% outperformance since Feb XX. There is still a chance FFH gets announced as an add to the S&P/TSX XX after the close on Friday but $AQN is still 19bps so perhaps not low enough to make a change" @BrownMarubozu on X 2025-06-02 03:21:08 UTC 4942 followers, 2072 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
"@TruthGundlach tell me to buy $FFH.TO without telling me to buy $FRFHF" @BrownMarubozu on X 2025-06-10 21:34:30 UTC 4942 followers, XXX engagements
"$FFH.TO only bought 4k shares in May. Was it too expensive or did it go above their monthly ASPP limit" @BrownMarubozu on X 2025-06-07 02:43:52 UTC 4942 followers, 5010 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, 4282 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 4938 followers, 4743 engagements
"@ValueLine initiated coverage on $FFH.TO last week which might be helping a few $BRK shareholders switch into it. It screens cheap despite the valuation metrics not adjusting for USDCAD i.e. actual P/E and P/B are about XX% of whats published" @BrownMarubozu on X 2025-05-27 17:43:16 UTC 4941 followers, 3644 engagements
"$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, 3049 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
"@growthstonksbro @globeandmail No leverage in the TFSA. $FFH.TO contributed about XX% $MKO.V XX% and $FISH.V 10%. Pretty spread out after that. It wasnt always so concentrated. The TFSA is where I tend to buy last so the performance is usually better" @BrownMarubozu on X 2025-05-29 14:36:44 UTC 4942 followers, XXX 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
"@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 4943 followers, 22.3K 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
"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, 2647 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 4939 followers, 3131 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, 1390 engagements
"Do $MEG.TO shareholders want $CVE paper or cash Will $SCR.TO benefit from the flows as it looks like MEG from a financial and oil exposure perspective and doesnt have downstream exposure" @BrownMarubozu on X 2025-07-24 01:48:27 UTC 4946 followers, 3060 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 4939 followers, 6580 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 4944 followers, 2907 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 4941 followers, 2683 engagements
"@TheWiseIC @NewcomerInvest I own $ELF.TO since 2015 and $FFH.TO since 2021. $ELF.TO I would characterize more as an alternative to equity ETFs at a discount as the insurance company isnt that big a part of NEV" @BrownMarubozu on X 2025-06-24 21:23:16 UTC 4943 followers, XXX engagements
"$FFH.TO often gets compared to $BRK because it copied the P&C insurance hold co model but in reality they have created a better mouse trap. The evidence is in the recent returns which are amplified by higher float to equity leverage than BRK. Shorts however are welcome" @BrownMarubozu on X 2025-06-06 19:49:33 UTC 4946 followers, 9077 engagements
"$FFH.TO $FIH.U Those of us who went on the Fairfax India trip had a chance to listen to @amitabhk87 speak in New Delhi in January. I found him to be incredibly impressive. One thing is clear Fairfax has a network of high quality people in India that is incredibly valuable" @BrownMarubozu on X 2025-06-26 17:56:05 UTC 4942 followers, 2826 engagements
"$CVE floats this to see how the stock reacts before they finalize their bids. If it rallies they may be inclined to use more equity and some $MEG.TO shareholders may prefer it. Plus the sector has an aversion to leverage north of 1x debt /EBITDA" @BrownMarubozu on X 2025-07-24 05:23:50 UTC 4946 followers, 1565 engagements