# ![@ACIPartnerhship Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1236001592752705543.png) @ACIPartnerhship James East

James East posts on X about insurance, $ffhto, $eurob, $bcs the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1236001592752705543/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1236001592752705543/c:line/m:interactions.svg)

- [--] Week [-------] +784%
- [--] Month [-------] +1,379%
- [--] Months [-------] +365%
- [--] Year [---------] +74%

### Mentions: [--] [#](/creator/twitter::1236001592752705543/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1236001592752705543/c:line/m:posts_active.svg)

- [--] Week [--] +18%
- [--] Month [---] -8.10%
- [--] Months [---] +29%
- [--] Year [---] +1.10%

### Followers: [-----] [#](/creator/twitter::1236001592752705543/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1236001592752705543/c:line/m:followers.svg)

- [--] Week [-----] +0.39%
- [--] Month [-----] +1.50%
- [--] Months [-----] +9.60%
- [--] Year [-----] +37%

### CreatorRank: [---------] [#](/creator/twitter::1236001592752705543/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1236001592752705543/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  42.86% [finance](/list/finance)  39.5% [countries](/list/countries)  20.17% [cryptocurrencies](/list/cryptocurrencies)  9.24% [travel destinations](/list/travel-destinations)  5.88% [technology brands](/list/technology-brands)  2.52% [exchanges](/list/exchanges)  1.68% [financial services](/list/financial-services)  1.68% [currencies](/list/currencies)  0.84%

**Social topic influence**
[insurance](/topic/insurance) #831, [$ffhto](/topic/$ffhto) 19.33%, [$eurob](/topic/$eurob) 14.29%, [$bcs](/topic/$bcs) #7, [$barcl](/topic/$barcl) #184, [in the](/topic/in-the) 7.56%, [$aig](/topic/$aig) #1, [barclays plc](/topic/barclays-plc) #8, [up to](/topic/up-to) 5.88%, [business](/topic/business) 5.04%

**Top accounts mentioned or mentioned by**
[@brownmarubozu](/creator/undefined) [@onebeggar](/creator/undefined) [@kab604](/creator/undefined) [@petrolengg](/creator/undefined) [@fcompounders](/creator/undefined) [@vikingvan100](/creator/undefined) [@vbatcapital](/creator/undefined) [@bradleykellard](/creator/undefined) [@tompkinsdale](/creator/undefined) [@cfrischer1](/creator/undefined) [@antoniombbf](/creator/undefined) [@f_compounders](/creator/undefined) [@drdavidkass](/creator/undefined) [@wsj](/creator/undefined) [@tidefallcapital](/creator/undefined) [@omrilegacy](/creator/undefined) [@compoundpapi](/creator/undefined) [@pepijndemortier](/creator/undefined) [@wattsupwiththat](/creator/undefined) [@jevgenijs](/creator/undefined)

**Top assets mentioned**
[Barclays PLC (BCS)](/topic/$bcs) [American International Group Inc (AIG)](/topic/$aig) [Lloyds Banking Group PLC (LYG)](/topic/$lyg) [Corebridge Financial, Inc. (CRBG)](/topic/$crbg) [FG Nexus (FGNX)](/topic/$fgnx) [Diageo plc (DEO)](/topic/$deo) [Bitcoin (BTC)](/topic/bitcoin) [Ethereum (ETH)](/topic/ethereum) [NatWest Group plc (NWG)](/topic/$nwg) [Cheeseball (CB)](/topic/$cb) [Nature Wood Group Limited (NWGL)](/topic/$nwgl) [Travelers Companies Inc (TRV)](/topic/travelers-companies) [TrustVerse (TRV)](/topic/$trv) [Forward Industries (FWDI)](/topic/forward-industries) [Solana (SOL)](/topic/solana) [American Tower Corp (AMT)](/topic/$amt) [Allstate Corp (ALL)](/topic/allstate) [Alliance Fan Token (ALL)](/topic/$all) [GammaSwap (GS)](/topic/$gs) [Bank of America (BAC)](/topic/bank-of-america) [Markel, Corp. (MKL)](/topic/$mkl) [Old Republic International Corporation (ORI)](/topic/$ori)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Travelers Companies $TRV to sell its commercial P/C insurance business to Definity Financial Corporation $DFY.TO for approximately US$2.4 billion a multiple of 1.8X times book value. Makes some other Canadian insurance equities look cheap. https://investor.travelers.com/newsroom/press-releases/news-details/2025/Travelers-to-Sell-Its-Canadian-Personal-Insurance-Business-and-Majority-of-Its-Canadian-Commercial-Insurance-Business-to-Definity-for-US2-4-Billion/default.aspx"  
[X Link](https://x.com/ACIPartnerhship/status/1927722238964371718)  2025-05-28T13:42Z [----] followers, [----] engagements


"According to data released the entire private Indian Life insurance market has grown 15% for FY through Dec '25. Go Digit 'Life' Insurance ofIndia a newish sub of Fairfax Financial $FFH.TO $FRFHF grew 29%. On a path to $170m in FY 25/26 premiums. Very long runway"  
[X Link](https://x.com/ACIPartnerhship/status/2011555963669713000)  2026-01-14T21:48Z [----] followers, [----] engagements


"@DrDavidKass @WSJ Yet the article ends with "Since leaving Berkshire $BRK Sokol has kept a low profile." Maybe but has been a key ingredient with Fairfax Financial $FFH.TO nearing [--] years now"  
[X Link](https://x.com/ACIPartnerhship/status/2015603832231731292)  2026-01-26T01:52Z [----] followers, [----] engagements


"We have been posting about attachment points and T&Cs for some time. #insurance Mr. Market or the algos maybe picked up on this. American International Group $AIG Q4* Quick Take: General Insurance CR 89% about as good as it gets North America Commercial CR 87% $567m buybacks in Q4 7m shares 17% of shares purchased in last [--] months wow Sold more Corebridge $CRBG down to American International Group $AIG Q4* Quick Take: General Insurance CR 89% about as good as it gets North America Commercial CR 87% $567m buybacks in Q4 7m shares 17% of shares purchased in last [--] months wow Sold more"  
[X Link](https://x.com/ACIPartnerhship/status/2021665752592658770)  2026-02-11T19:20Z [----] followers, [----] engagements


"Fairfax Financial Holdings $FFH supports Eurobank Ergasias Services and Holdings $EUROB buyback. Fairfax will maintain its total equity stake close to but below the regulatory threshold of 33% of Eurobank Holdings voting rights. https://www.eurobankholdings.gr/en/grafeio-tupou/etairiki-anakoinosi-28-05-2025 https://www.eurobankholdings.gr/en/grafeio-tupou/etairiki-anakoinosi-28-05-2025"  
[X Link](https://x.com/ACIPartnerhship/status/1927703332186956044)  2025-05-28T12:27Z [----] followers, [----] engagements


"India life #insurance industry has started the FY with 10% growth. New company Go Digit Life Insurance Ltd of India had 26% growth. Early days for world's largest country. Go Digit Life is a subsidiary of $FFH.TO Fairfax Financial"  
[X Link](https://x.com/ACIPartnerhship/status/1965780476507103531)  2025-09-10T14:12Z [----] followers, [----] engagements


"Maybe just maybe these guys top ticked crypto back in August going all in on #Ethereum (for now anyway). $FGNX and others. If Bitcoin drops below $99k possible fireworks"  
[X Link](https://x.com/anyuser/status/1986474769622179862)  2025-11-06T16:44Z [----] followers, [----] engagements


"Fairfax Financial $FFH.TO $FRFHF - Q3* Quick Take: Float increased to $41.5B up 12% this year - wow Interest & Dividends $655m $125 p/sh annual run rate Group Combined Ratio 92% Allied World CR @ 89% excellent No change to $FFH TR swaps still holds 1.76m shares Gulf Insurance CR @ 91% very nice improvement * Takeaway - fantastic Q3 slowed down on writing with more clarity of earnings going forward. https://twitter.com/i/web/status/1986562392352821419 https://twitter.com/i/web/status/1986562392352821419"  
[X Link](https://x.com/ACIPartnerhship/status/1986562392352821419)  2025-11-06T22:32Z [----] followers, [----] engagements


"The private Indian Life insurance market has grown 12% in '25. Startup Go Digit 'Life' Insurance of India a new greenfield sub of Fairfax Financial $FFH.TO $FRFHF grew significantly 28% YTD. On a path to $150-160m in premiums for FY 25/26 as a startup. Very long runway. https://twitter.com/i/web/status/1988225445515395330 https://twitter.com/i/web/status/1988225445515395330"  
[X Link](https://x.com/ACIPartnerhship/status/1988225445515395330)  2025-11-11T12:41Z [----] followers, [----] engagements


"Fairfax Financial Annual Meeting [----] $FFH.TO $FRFHF Thursday - April [--] [----] YYX Toronto Value Symposium - April [--] or 15"  
[X Link](https://x.com/ACIPartnerhship/status/1989357425972187422)  2025-11-14T15:39Z [----] followers, [----] engagements


"Oh my the spirits business is not getting any better. At or near decade lows for some. $RCO.FP $RI.FP $DEO"  
[X Link](https://x.com/ACIPartnerhship/status/1990809783369191810)  2025-11-18T15:50Z [----] followers, [----] engagements


"Another crypto treasury company seems to have "top ticked" the crypto market. At least for now. Much like $FGNX with #Ethereum now Forward Industries $FWDI with #Solana. Sad to watch capital evaporate"  
[X Link](https://x.com/ACIPartnerhship/status/1991170601654816893)  2025-11-19T15:44Z [----] followers, [----] engagements


"Barclays $BARC.L $BCS completed their previously announced 1.0billion share buy-back program. New share buy-back program of 500m commenced on November [--] [----]. https://www.londonstockexchange.com/news-article/BARC/completion-commencement-of-buy-back-programmes/17347406 https://www.londonstockexchange.com/news-article/BARC/completion-commencement-of-buy-back-programmes/17347406"  
[X Link](https://x.com/ACIPartnerhship/status/1995530178869526888)  2025-12-01T16:27Z [----] followers, [---] engagements


"From "Wall of Worry" to potential Melt-Up in UK banking. New highs for all: $BCS $NWG $LYG At least something is going well in the UK. The UK #banks continue to roll two still trade at BV. New 52-week highs for the big three: $LYG $NWG $BCS "Under the previous Labour government financial services' contribution to GDP went from 6.5% to 9% in a decade." Maybe old money knows something. The UK #banks continue to roll two still trade at BV. New 52-week highs for the big three: $LYG $NWG $BCS "Under the previous Labour government financial services' contribution to GDP went from 6.5% to 9% in a"  
[X Link](https://x.com/ACIPartnerhship/status/2001307906499658171)  2025-12-17T15:06Z [----] followers, [---] engagements


"The Melt-Up in UK #banking continues. New 16-year highs for all: $BCS $LYG $NWG At least something is going well in the UK"  
[X Link](https://x.com/ACIPartnerhship/status/2002113205032702457)  2025-12-19T20:26Z [----] followers, [---] engagements


"What happened to Charter Communications $CHTR and American Tower $AMT Remember when they were darlings that could do no wrong - now roughly flat for a decade. It is tough in the arena"  
[X Link](https://x.com/ACIPartnerhship/status/2003454041209340032)  2025-12-23T13:14Z [----] followers, [---] engagements


"@F_Compounders Guess they finally gave up on American Tower Corp $AMT"  
[X Link](https://x.com/ACIPartnerhship/status/2003535381258719724)  2025-12-23T18:37Z [----] followers, [---] engagements


"Sleeper Fairfax India : Largest position BIAL (Airport IPO in 2026) 2nd largest IIFL Finance new ATH 3rd largest CSB Bank new ATH A few negatives too (i.e. may stay a sleeper) but not many. Do your own DD"  
[X Link](https://x.com/ACIPartnerhship/status/2006025988015284702)  2025-12-30T15:34Z [----] followers, [----] engagements


"Fairfax Financial Lollapalooza Week in April. Agenda is full a few changes this year. Recommend coming in a day (or two) earlier. YYX Toronto Value Symposium is April 15th [----] (Wednesday) Looking forward to reconnecting with friends meeting new ones and hearing about interesting investments. https://yyxtoronto.ca/ https://stingyinvestor.com/FairfaxWeek2026.html https://yyxtoronto.ca/ https://stingyinvestor.com/FairfaxWeek2026.html"  
[X Link](https://x.com/ACIPartnerhship/status/2009645216328806661)  2026-01-09T15:15Z [----] followers, [----] engagements


"@F_Compounders Because there are similar opportunities with: P/E below [--] Exceptional management With a Long runway"  
[X Link](https://x.com/ACIPartnerhship/status/2012150593075458326)  2026-01-16T13:10Z [----] followers, [----] engagements


"Big Short Anniversary Day: Fairfax Financial's $FFH.TO Short Attack - [--] years ago Nefarious Attack with perfect timing - NYSE Closed for MLK Morgan Keegan analyst reports company - $5B under reserved Company drops 45% on TSE with NYSE closed [--] days later oops Analyst finds typo - now only $2.5B under reserved But attack and villainous reports continue Some even say Prem is stealing from his own church Company fights false stories for 2+ years All stories were nefarious and false company finally sues Broker/HFs Big names you would recognize today were part of the attack * Result FFH never had"  
[X Link](https://x.com/ACIPartnerhship/status/2013233480189051277)  2026-01-19T12:54Z [----] followers, [----] engagements


"@VikingVan100 Eurobank S.A. $EUROB.AT has exceeded all expectations and appears to be increasing its competitive advantage with Bulgaria now in the EU (16% of profits)"  
[X Link](https://x.com/ACIPartnerhship/status/2013373431731876077)  2026-01-19T22:10Z [----] followers, [---] engagements


"A little work and looking under rocks (#Greece) sometimes pays off. A 10-bagger for Eurobank $EUROB.AT from [--] to $4 in [---] years. Good government reforms and good management has paid handsomely. * Management will be in Toronto April 15-16 to take your questions"  
[X Link](https://x.com/ACIPartnerhship/status/2014346871733395937)  2026-01-22T14:38Z [----] followers, [---] engagements


"David Sokol review by #WSJ The Man Who Almost Replaced Warren Buffett Yet the review ends with "Since leaving Berkshire $BRK Sokol has kept a low profile." Maybe but has been a key ingredient with Fairfax Financial $FFH.TO nearing [--] years now https://www.msn.com/en-us/money/companies/the-man-who-almost-replaced-warren-buffett/ar-AA1UWvEK https://www.msn.com/en-us/money/companies/the-man-who-almost-replaced-warren-buffett/ar-AA1UWvEK"  
[X Link](https://x.com/ACIPartnerhship/status/2015536783149129780)  2026-01-25T21:26Z [----] followers, [----] engagements


"Not confirmed but getting close to the "Melt-up." New 16-year highs for UK banking: $BCS $NWG $LYG From "Wall of Worry" to potential Melt-Up in UK banking. New highs for all: $BCS $NWG $LYG At least something is going well in the UK. From "Wall of Worry" to potential Melt-Up in UK banking. New highs for all: $BCS $NWG $LYG At least something is going well in the UK"  
[X Link](https://x.com/ACIPartnerhship/status/2016174442494234747)  2026-01-27T15:40Z [----] followers, [---] engagements


"Fairfax Financial Lollapalooza Week April 13-16 [----] A full agenda again this year see link at StingyInvestor. Recommend coming in a day (or two) early. YYX Toronto Value Symposium is April 14th [----] 8:30AM-1:00PM (Breakfast/Lunch included) Looking forward to reconnecting with friends meeting new ones and hearing about interesting investment opportunities. https://yyxtoronto.ca https://stingyinvestor.com/FairfaxWeek2026.html https://yyxtoronto.ca https://stingyinvestor.com/FairfaxWeek2026.html"  
[X Link](https://x.com/ACIPartnerhship/status/2016526896754839732)  2026-01-28T15:00Z [----] followers, [----] engagements


"Lloyds Banking $LYG notched up a higher-than-expected annual profit despite significant provisions of 1B for motor finance compensation. From "Wall of Worry" to potential Melt-Up in UK banking (a working thesis). https://www.standard.co.uk/business/business-news/lloyds-lloyds-banking-group-rachel-reeves-financial-conduct-authority-shore-capital-b1268684.html https://www.standard.co.uk/business/business-news/lloyds-lloyds-banking-group-rachel-reeves-financial-conduct-authority-shore-capital-b1268684.html"  
[X Link](https://x.com/ACIPartnerhship/status/2016868453613809854)  2026-01-29T13:38Z [----] followers, [---] engagements


"Barclays $BCS $BARC.L completed their [---] million repurchase program for [---------] shares for avg price [----] or $25.30. For the [--] month period 4.2% of outstanding shares purchased. Expect a new program announcement in a few weeks"  
[X Link](https://x.com/ACIPartnerhship/status/2018388260196594160)  2026-02-02T18:17Z [----] followers, [---] engagements


"@TidefallCapital New ATH We have been on the $CB wagon for a long time. Yet many have ignored it even after a $BRK mystery purchase last year"  
[X Link](https://x.com/ACIPartnerhship/status/2019072547287904467)  2026-02-04T15:36Z [----] followers, [---] engagements


"@Omri_Legacy $AIG too and others"  
[X Link](https://x.com/ACIPartnerhship/status/2019158610647896421)  2026-02-04T21:18Z [----] followers, [---] engagements


"Still seems relevant with today's Chubb $CB and Allstate $ALL earnings announcements. $AIG $BRK others #H4L $AIG $CB $BRK others Commercial property/casualty premiums across all account sizes in Q2 rose by 3.7%. "marked the 31th straight quarter of increases across all account sizes" Yet the headline reads: https://t.co/YIXZy3pgwb #H4L $AIG $CB $BRK others Commercial property/casualty premiums across all account sizes in Q2 rose by 3.7%. "marked the 31th straight quarter of increases across all account sizes" Yet the headline reads: https://t.co/YIXZy3pgwb"  
[X Link](https://x.com/anyuser/status/2019186407223263335)  2026-02-04T23:08Z [----] followers, [---] engagements


"In #insurance news: After the strong narrative of "soft rates" for several months some relevant news from Renaissancere Holdings $RNR. We have been about posting this for sometime. We also see really strong terms and conditions consistent with the last three years. https://www.reinsurancene.ws/supply-demand-dynamics-to-persist-in-property-cat-but-theres-strong-rate-adequacy-in-mid-year-renewals-renre/ https://www.reinsurancene.ws/supply-demand-dynamics-to-persist-in-property-cat-but-theres-strong-rate-adequacy-in-mid-year-renewals-renre/"  
[X Link](https://x.com/ACIPartnerhship/status/2019442029961396415)  2026-02-05T16:04Z [----] followers, [---] engagements


"Warning signs sounded a few months ago about if Bitcoin $BTC drops below $99k that there would be possible fireworks. Those warnings turned out to be true. https://www.bloomberg.com/news/articles/2026-02-05/crypto-plunge-sparks-broad-rout-in-digital-asset-treasury-stocks https://www.bloomberg.com/news/articles/2026-02-05/crypto-plunge-sparks-broad-rout-in-digital-asset-treasury-stocks"  
[X Link](https://x.com/ACIPartnerhship/status/2019490123566477540)  2026-02-05T19:15Z [----] followers, [---] engagements


"@VBATCAPITAL Is #2 like let's see every business we write"  
[X Link](https://x.com/ACIPartnerhship/status/2019763730779615588)  2026-02-06T13:22Z [----] followers, [---] engagements


"@BrownMarubozu Suspect Kotak Mahindra Bank will win the bid as Fairbridge Capital will bid on the conservative side"  
[X Link](https://x.com/ACIPartnerhship/status/2019812341928612129)  2026-02-06T16:36Z [----] followers, [---] engagements


"@compoundpapi Check out "King of Zanzibar" the Polish scam artist"  
[X Link](https://x.com/ACIPartnerhship/status/2020269102959558975)  2026-02-07T22:51Z [----] followers, [--] engagements


"@PepijnDemortier Brave New World possibly turned out to be more important than 1984"  
[X Link](https://x.com/ACIPartnerhship/status/2020272045775532459)  2026-02-07T23:02Z [----] followers, [---] engagements


"@BrownMarubozu So if this implies that Kotak Mahindra Bank is out of the race than Fairbridge has a good chance"  
[X Link](https://x.com/ACIPartnerhship/status/2020532516814270748)  2026-02-08T16:17Z [----] followers, [---] engagements


"@wattsupwiththat Once saw a US station at a sewage plant beside a brick wall near an A/C exhaust vent"  
[X Link](https://x.com/ACIPartnerhship/status/2020570228514533441)  2026-02-08T18:47Z [----] followers, [---] engagements


"Europes IPO Machine Is Getting a Turbo Upgrade "The EU Listing Act which takes full effect this year is expected to reduce compliance burdens and streamline the path to public markets." $GS $JPM $BCS $MS $UBS https://europeanbusinessmagazine.com/business/the-48-hour-ipo-how-banks-are-rewriting-the-rules-of-going-public-in-europe/ https://europeanbusinessmagazine.com/business/the-48-hour-ipo-how-banks-are-rewriting-the-rules-of-going-public-in-europe/"  
[X Link](https://x.com/ACIPartnerhship/status/2020574915921952994)  2026-02-08T19:06Z [----] followers, [---] engagements


"@onebeggar @BradleyKellard Made up in the fact he has not data supporting the claim. Used an obscure music dataset from musicians that itself was very suspect"  
[X Link](https://x.com/ACIPartnerhship/status/2021269848798449935)  2026-02-10T17:07Z [----] followers, [---] engagements


"Barclays PLC $BCS to commence a share buy-back programme to purchase shares for a consideration of 1B and end no later than [--] August [----]. Don't often see an "end" date on a buyback implying the shares will be purchased. https://www.londonstockexchange.com/news-article/BARC/commencement-of-share-buy-back-programme/17456233 https://www.londonstockexchange.com/news-article/BARC/commencement-of-share-buy-back-programme/17456233"  
[X Link](https://x.com/anyuser/status/2021588946795270584)  2026-02-11T14:15Z [----] followers, [---] engagements


"@onebeggar @TompkinsDale @BradleyKellard You are getting closer. If an observation it is not science but pop science. Alex Edmans at London Business School and former tenured professor at Wharton called him out for no data"  
[X Link](https://x.com/ACIPartnerhship/status/2021594656165839137)  2026-02-11T14:38Z [----] followers, [--] engagements


"@kab604 Since the fixed portfolio $80B was previously in house and mainly run by Corebridge they needed to find a new manager after selling Corebridge. So we shall see"  
[X Link](https://x.com/ACIPartnerhship/status/2022404947849924728)  2026-02-13T20:18Z [----] followers, [--] engagements


"Brit Limited to start Property D&F business in Bermuda. Brit is a 100% subsidiary of Fairfax Financial $FFH.TO and writes $3B+ in premiums (after Ki separation). https://www.reinsurancene.ws/brit-to-begin-writing-property-df-in-bermuda/ https://www.reinsurancene.ws/brit-to-begin-writing-property-df-in-bermuda/"  
[X Link](https://x.com/ACIPartnerhship/status/2009257427871449194)  2026-01-08T13:34Z [----] followers, [---] engagements


"According to data released the entire private Indian P/C insurance market has grown 7% for FY through Dec '25. Go Digit General Insurance of (a sub of Fairfax Financial) $FFH.TO $FRFHF grew 14%. On a path to $1.2B in premiums for FY 25/26. Very long runway"  
[X Link](https://x.com/ACIPartnerhship/status/2012164320109510782)  2026-01-16T14:05Z [----] followers, [----] engagements


"We got or getting the below $99k fireworks as it looks like a few Crypto Treasury companies indeed top ticked crypto back in August/September. FG Nexus $FGNX with #Ethereum Forward Industries $FWDI with #Solana Maybe just maybe these guys top ticked crypto back in August going all in on #Ethereum (for now anyway). $FGNX and others. If Bitcoin drops below $99k possible fireworks. https://t.co/EV7lPsW6Hb Maybe just maybe these guys top ticked crypto back in August going all in on #Ethereum (for now anyway). $FGNX and others. If Bitcoin drops below $99k possible fireworks. https://t.co/EV7lPsW6Hb"  
[X Link](https://x.com/ACIPartnerhship/status/2019031937138970650)  2026-02-04T12:55Z [----] followers, [---] engagements


"Doing that value thing. $FFH.TO @BrownMarubozu @cfrischer1 Yeah. If youre going to let Prem do his thing then let him do his thing. @BrownMarubozu @cfrischer1 Yeah. If youre going to let Prem do his thing then let him do his thing"  
[X Link](https://x.com/ACIPartnerhship/status/2019836637132288077)  2026-02-06T18:12Z [----] followers, [----] engagements


"What/where is the Zelle information from The multibank Zelle transfer function does not have an app. Top [--] visited financial websites this month: [--]. Yahoo Finance - 65.4m [--]. Robinhood - 40.9m [--]. Polymarket - 38.4m [--]. Coinbase - 29.7m [--]. Bank of America - 25.3m [--]. PayPal - 24.4m [--]. CashApp - 22.3m [--]. Venmo - 20.2m [--]. DraftKings - 18.8m [--]. Zelle - 14.5m Notice something 👀 Top [--] visited financial websites this month: [--]. Yahoo Finance - 65.4m [--]. Robinhood - 40.9m [--]. Polymarket - 38.4m [--]. Coinbase - 29.7m [--]. Bank of America - 25.3m [--]. PayPal - 24.4m [--]. CashApp - 22.3m [--]. Venmo - 20.2m 9."  
[X Link](https://x.com/ACIPartnerhship/status/2020536391893991835)  2026-02-08T16:33Z [----] followers, [---] engagements


"Barclays Plc $BARC.L $BCS Q4 Quick Take: NII up on higher deposits/loans FY25 RoTE of 11.3% FY26 guidance 12% Hedge duration (avg) now [---] years UK Corporate loans +4% QoQ UK card receivables +3% US card balance +5% TBV [----] / $22.25US 1.1BV 10th consecutive Q of TBV growth 500m buyback completed February [--] New 1.0B buy https://twitter.com/i/web/status/2021275580457529592 https://twitter.com/i/web/status/2021275580457529592"  
[X Link](https://x.com/ACIPartnerhship/status/2021275580457529592)  2026-02-10T17:30Z [----] followers, [---] engagements


"Investors seem worried about lower #insurance property rates this year but have you ever looked at workers compensation The average rates for Tennessee marked the "13th" straight year for lower rates (each state has its own market). https://www.insurancejournal.com/news/southeast/2026/02/11/857739.htm https://www.insurancejournal.com/news/southeast/2026/02/11/857739.htm"  
[X Link](https://x.com/ACIPartnerhship/status/2022314560657527264)  2026-02-13T14:18Z [----] followers, [---] engagements


"@kab604 Convex looks promising as they both have "skin in the game" along with Onex"  
[X Link](https://x.com/ACIPartnerhship/status/2022377330157519300)  2026-02-13T18:28Z [----] followers, [--] engagements


"Chubb $CB coming in hot. After Mr. Market's and an Algo scare of lower rates Chubb indicates: January [--] conditions were a bit more favourable than we had anticipated and while early weve had a good start to the year. We anticipate an excellent [--] with strong growth in operating earnings and double-digit growth in EPS and tangible book value macro conditions notwithstanding. https://www.reinsurancene.ws/chubb-sees-record-pc-underwriting-income-of-6-53bn-in-2025/ https://www.reinsurancene.ws/chubb-sees-record-pc-underwriting-income-of-6-53bn-in-2025/"  
[X Link](https://x.com/anyuser/status/2019070664603275754)  2026-02-04T15:28Z [----] followers, [----] engagements


"If you have been a market participant long enough you can feel that something changed recently. What is Mr. Market telling us Feels like a market sector change is underway. Buckle up. The reasons are unknown but possible reasons are: new sheriff is coming to town (i.e. FED) fraud is everywhere and rats are scurrying"  
[X Link](https://x.com/ACIPartnerhship/status/2019435093824270627)  2026-02-05T15:37Z [----] followers, [---] engagements


"Bill Ackman gets his "float" play. Howard Hughes $HHH to acquire specialty insurer and reinsurer Vantage Group Holdings. https://www.reinsurancene.ws/vantage-to-be-acquired-by-howard-hughes-holdings-in-2-1bn-transaction/ https://www.reinsurancene.ws/vantage-to-be-acquired-by-howard-hughes-holdings-in-2-1bn-transaction/"  
[X Link](https://x.com/ACIPartnerhship/status/2001646147706982475)  2025-12-18T13:30Z [----] followers, [----] engagements


"American International Group $AIG Completes Acquisitions of Convex Group (global specialty insurer 35% position). https://www.aig.com/home/newsroom/news-releases https://www.aig.com/home/newsroom/news-releases"  
[X Link](https://x.com/ACIPartnerhship/status/2020861064942874968)  2026-02-09T14:03Z [----] followers, [---] engagements


"American International Group $AIG Q4* Quick Take: General Insurance CR 89% about as good as it gets North America Commercial CR 87% $567m buybacks in Q4 7m shares 17% of shares purchased in last [--] months wow Sold more Corebridge $CRBG down to 10% equity Core Operating ROE 12% for quarter Net investment income approaching $1B q/run-rate * our January [--] reinsurance renewal activity resulted in enhanced terms and favorable pricing reflecting the quality of our portfolio. https://twitter.com/i/web/status/2021597076728037449 https://twitter.com/i/web/status/2021597076728037449"  
[X Link](https://x.com/ACIPartnerhship/status/2021597076728037449)  2026-02-11T14:47Z [----] followers, [----] engagements


"Tried to nudge friends and fellow investors away from Constellation Software $CSU.TO after it fell below C$4000. But with very little success. Is this the bottom maybe close but probably not. Investors will know more around the July/August timeframe"  
[X Link](https://x.com/ACIPartnerhship/status/2022046232622035177)  2026-02-12T20:32Z [----] followers, [----] engagements


"Brokers & Agents for #insurance have taken a hit this week and year on AI worries. $WTM $BRO $MRSH However one that seems to have benefited from AI is $AIG. After working with Palantir $PLTR $AIG was hoping to ramp up submission processing from 200k in [----] to 500k by [----]. In less than a year they are already processing over 370k submissions using their GenAI. https://twitter.com/i/web/status/2022280342535561458 https://twitter.com/i/web/status/2022280342535561458"  
[X Link](https://x.com/ACIPartnerhship/status/2022280342535561458)  2026-02-13T12:03Z [----] followers, [---] engagements


"For the present working thesis that a stock name change is always bad we present a Hall of Fame candidate: It was only [--] months ago when the company below completed a 1-for-25 Reverse Stock Split. Always another bad sign. Then [--] months ago authorized [--] Trillion shares not a typo. Now authorizes another 1-for-5 Reverse Stock Split. The P. T. Barnum of company boards at FG Nexus $FGNX with four (4) name changes"  
[X Link](https://x.com/ACIPartnerhship/status/2022717221567357123)  2026-02-14T16:59Z [----] followers, [---] engagements


"$AIG American International Group Q2 Quick Take*: General Insurance CR 88% about as good as it gets North America Commercial CR 86% $1.8B buybacks in Q2 21m shares +3% nice Sold more Corebridge $CRBG down to 21% Core Operating ROE to 11.7% Dividend approved for 12.5% increase Net investment income approaching $1B run rate * Priority continues - reduced volatility via lower program limits and growing new mix. Appears turnaround has turned. https://twitter.com/i/web/status/1953380105142579210 https://twitter.com/i/web/status/1953380105142579210"  
[X Link](https://x.com/ACIPartnerhship/status/1953380105142579210)  2025-08-07T08:58Z [----] followers, [---] engagements


"@jevgenijs Lloyds $LLOY.L Natwest $NWG.L Barclays $BARC.L (still below BV) All on fire. Recent trip to London felt like animal spirits are alive"  
[X Link](https://x.com/ACIPartnerhship/status/1954979065816863083)  2025-08-11T18:51Z [----] followers, [---] engagements


"New UK 52-weeks highs for all. Lloyds $LLOY.L Natwest $NWG.L Barclays $BARC.L (just touched BV) Animal spirits starting to run. Feels like '05 or '06"  
[X Link](https://x.com/ACIPartnerhship/status/1955278697583239390)  2025-08-12T14:42Z [----] followers, [----] engagements


"Altius Minerals $ATUSF Another hidden winner in $FFH.TO Fairfax's portfolio. Altius is 14% owned and carried on the balance sheet at mark-to-market bought at C$15 per share in [----]. http://ALS.TO http://ALS.TO"  
[X Link](https://x.com/ACIPartnerhship/status/1963565706722869322)  2025-09-04T11:32Z [----] followers, [----] engagements


"$FFH.TO Fairfax Financial bought back [------] shares in August for $275m. Wow"  
[X Link](https://x.com/ACIPartnerhship/status/1965914935948620245)  2025-09-10T23:07Z [----] followers, 13.6K engagements


"India property & casualty #insurance industry has started the FY with 4% growth. Go Digit General Insurance Ltd has 13% growth $1.2B premium run rate. Early days for world's largest country. Go Digit General Insurance is a subsidiary of $FFH.TO Fairfax Financial"  
[X Link](https://x.com/ACIPartnerhship/status/1966530518452719669)  2025-09-12T15:53Z [----] followers, [----] engagements


"After a sub-par year in IB Barclays $BARC.L to restart office in Saudi Arabia. New 16-year high along with new highs for $LLOY.L $NWG.L https://twitter.com/i/web/status/1982819115946406273 https://www.standard.co.uk/business/business-news/barclays-saudi-arabia-antony-jenkins-middle-east-rachel-reeves-b1255093.html https://twitter.com/i/web/status/1982819115946406273 https://www.standard.co.uk/business/business-news/barclays-saudi-arabia-antony-jenkins-middle-east-rachel-reeves-b1255093.html"  
[X Link](https://x.com/ACIPartnerhship/status/1982819115946406273)  2025-10-27T14:38Z [----] followers, [---] engagements


"Go Digit General Insurance's Transparency Report #13: THE INVISIBLE ARCHITECTURE BEHIND OUR CLAIMS Go Digit General Insurance is a subsidiary of Fairfax Financial $FFH.TO. https://www.godigit.com/digest/reports/transparency-report-13 https://www.godigit.com/digest/reports/transparency-report-13"  
[X Link](https://x.com/ACIPartnerhship/status/1985792625819996462)  2025-11-04T19:33Z [----] followers, [---] engagements


"Fairfax Financial $FFH.TO and Kennedy-Wilson Holdings $KW management offer to buyout company for $10.25 per share payable in cash. https://www.sec.gov/ixdoc=/Archives/edgar/data/1408100/000119312525264971/d58472d8k.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/1408100/000119312525264971/d58472d8k.htm"  
[X Link](https://x.com/ACIPartnerhship/status/1986045648089571660)  2025-11-05T12:19Z [----] followers, [----] engagements


"The slight decrease in Interest & Dividends looks to be due to a big move into the [--] and [--] year universe. Fairfax Financial may have the lowest duration in the #insurance sector. Bodes well for opportunity. Shout out to Bradstreet & team"  
[X Link](https://x.com/ACIPartnerhship/status/1986584597992227178)  2025-11-07T00:00Z [----] followers, [---] engagements


"Fairfax $FFH.TO redeemed all of their 5-year rate reset series G H I & J Preferred Shares - Good timing it appears. Canada 5YR yield ripping a god candle on todays jobs print https://t.co/FjsldhOoZs Canada 5YR yield ripping a god candle on todays jobs print https://t.co/FjsldhOoZs"  
[X Link](https://x.com/ACIPartnerhship/status/1997020368457159114)  2025-12-05T19:08Z [----] followers, [---] engagements


"Indias Cabinet approves 100% foreign investment in insurers up from 74% in move to attract capital. India has only a 1% of GDP penetration for general insurance vs. the "global" average of 4.2%. The US is at 11%. H/T @amitabhk87 @BrownMarubozu https://www.businesstimes.com.sg/international/indias-cabinet-approves-100-foreign-investment-insurers-official https://www.businesstimes.com.sg/international/indias-cabinet-approves-100-foreign-investment-insurers-official"  
[X Link](https://x.com/ACIPartnerhship/status/1999869396630770137)  2025-12-13T15:49Z [----] followers, [----] engagements


"FYI Fairfax Financial now has three (3) greenfield insurance companies in India after selling their 26% stake in ICICI Lombard in [----]. Go Digit General Insurance - [----] Digit Life Insurance - [----] Valueattics Reinsurance - 2025"  
[X Link](https://x.com/ACIPartnerhship/status/2000261048704622733)  2025-12-14T17:46Z [----] followers, [---] engagements


"Fairfax $FFH.TO appears to have their eye on the ball. "Amid a very late January [--] renewal this year reinsurers need to remain vigilant and monitor for any terms and conditions (T&Cs) slippage" https://www.reinsurancene.ws/reinsurers-must-monitor-for-any-tcs-slippage-amid-late-jan-1-renewal-brits-sullivan/ https://www.reinsurancene.ws/reinsurers-must-monitor-for-any-tcs-slippage-amid-late-jan-1-renewal-brits-sullivan/"  
[X Link](https://x.com/ACIPartnerhship/status/2002011885571338365)  2025-12-19T13:43Z [----] followers, [----] engagements


"Curious minds want to know: Heading into the end of the year and with the "narrative" of an oil glut for all of [----] why is ExxonMobil $XOM ending the year with an ATH"  
[X Link](https://x.com/ACIPartnerhship/status/2006087392818565155)  2025-12-30T19:38Z [----] followers, [----] engagements


"@taobanker Nice brands but so does Heineken and $DEO with a more global distribution reach"  
[X Link](https://x.com/ACIPartnerhship/status/2010779739569680562)  2026-01-12T18:23Z [----] followers, [---] engagements


"Bank of America $BAC Q4 Quick Take: Consumer deposits $945B (flat) cost 55bp (3bp) 11.4m clients in Preferred Rewards (+100k) New checking accounts +50k - (+680k year) Bought back 117m shares $6.3B Credit charges & provisions both down Credit Card balances back above $100B ($103B) Loan growth +8% for the year ** Results remain robust franchise still continues to grow. https://twitter.com/i/web/status/2011447019823411541 https://twitter.com/i/web/status/2011447019823411541"  
[X Link](https://x.com/ACIPartnerhship/status/2011447019823411541)  2026-01-14T14:35Z [----] followers, [---] engagements


"@BrownMarubozu Many just do not put in the work. Plus fewer even realize that Markel $MKL helped fund Fairfax's beginning"  
[X Link](https://x.com/ACIPartnerhship/status/2012203678262849665)  2026-01-16T16:41Z [----] followers, [---] engagements


"@searching4value @BrownMarubozu UK banking is a tough nut with government changing rules often and fining big banks ad nauseam. Yet the big [--] have done very well. $BARC.L maybe a little better as IB is starting to turn"  
[X Link](https://x.com/ACIPartnerhship/status/2013679030160036003)  2026-01-20T18:24Z [----] followers, [--] engagements


"@calvinfroedge Oaktree going all in on clean shipping. This strengthens $HAFNIA as they become leader in LR1. Good for both"  
[X Link](https://x.com/ACIPartnerhship/status/1483951674981064712)  2022-01-19T23:57Z [----] followers, [--] engagements


"Hellenic Bank $HB.CY of Cyprus acquires CNP Cyprus subsidiary of French insurance giant CNP Assurances for 182m. Moves to 30% market share in Cyprus. Eurobank Ergasias Services $EUROB.GR is in the process of ultimately acquiring Hellenic Bank. https://www.ekathimerini.com/economy/1237372/hellenic-bank-acquires-cnp-cyprus-for-e182-mln/ https://www.ekathimerini.com/economy/1237372/hellenic-bank-acquires-cnp-cyprus-for-e182-mln/"  
[X Link](https://x.com/ACIPartnerhship/status/1785281001427489031)  2024-04-30T12:12Z [----] followers, [---] engagements


"Give the volatility interest rate narrative #FED Europe equities in the tank a bank is making an 9-year high today. Eurobank Ergasias $EUROB What is the Mr. Market telling us Maybe just maybe #Greece is the lone bright spot"  
[X Link](https://x.com/ACIPartnerhship/status/1870179651844509727)  2024-12-20T18:49Z [----] followers, [---] engagements


"Our process has been calling #Europe a wasteland of investment opportunity for some time. But there are always exceptions. Eurobank Ergasias Services $EUROB of #Greece/#Cyprus is making a 9-year high. Fairfax Financial $FFH.TO is a 34% owner of the bank"  
[X Link](https://x.com/ACIPartnerhship/status/1876645231824920975)  2025-01-07T15:01Z [----] followers, [----] engagements


"$FFH.TO Fairfax Financial will reduce their holdings in Greece's $EUROB Eurobank by 2.2% on 1/24/25 to meet regulatory conditions that mandate a minority stake of no more than 33.3%. Demand for the placement is already oversubscribed. https://www.tovima.com/finance/eurobank-prem-watsa-s-fairfax-reducing-stake-to-33/#google_vignette https://www.tovima.com/finance/eurobank-prem-watsa-s-fairfax-reducing-stake-to-33/#google_vignette"  
[X Link](https://x.com/ACIPartnerhship/status/1882455595808424245)  2025-01-23T15:49Z [----] followers, [----] engagements


"Spirits are not what they used to be. New decade lows: $RI.F Pernod Ricard $RCO.F Remy Cointreau $CUERVO.MX Becle S.A.B Others getting close to decade lows: $CPR.IT Davide Campari-Milano $DEO Diageo Plc"  
[X Link](https://x.com/ACIPartnerhship/status/1887885225390121450)  2025-02-07T15:24Z [----] followers, [---] engagements


"$EUROB Eurobank Holdings - Q4* Quick Take: Gross loans up to 46B Deposits up 3.5B in Q4 63B Managed Funds AUM +1B to 7.5B TBV up to [----] payout to 50% in [--] future profits for non-Greek to 55% by [--] * Numbers minus Hellenic consolidation. Spoke with CEO Fokion Karavias in early [--] the year played out as he described. https://twitter.com/i/web/status/1895176584912331078 https://twitter.com/i/web/status/1895176584912331078"  
[X Link](https://x.com/ACIPartnerhship/status/1895176584912331078)  2025-02-27T18:18Z [----] followers, [----] engagements


"$EUROB Follow-up from CC: 17% increase in dividend to [----] and Buyback of 288m - approval in April Loan growth of +7% in [--] M&A opportunities are open CNP Cyprus Insurance purchase closes Q1 https://cyprus-mail.com/2025/02/28/hellenic-bank-to-complete-cnp-deal-by-early-2025 $EUROB Eurobank Holdings - Q4* Quick Take: Gross loans up to 46B Deposits up 3.5B in Q4 63B Managed Funds AUM +1B to 7.5B TBV up to [----] payout to 50% in [--] future profits for non-Greek to 55% by [--] * Numbers minus Hellenic https://cyprus-mail.com/2025/02/28/hellenic-bank-to-complete-cnp-deal-by-early-2025 $EUROB Eurobank"  
[X Link](https://x.com/ACIPartnerhship/status/1895497646833565936)  2025-02-28T15:33Z [----] followers, [---] engagements


"Credit ratings agency Moodys upgraded Greeces rating to investment grade. The outlook of the Greek economy made the leap from stable to positive. $EUROB health of the #banking sector continues to improve https://greekreporter.com/2025/03/15/moodys-upgrade-greece-economy-investment-grade/ https://greekreporter.com/2025/03/15/moodys-upgrade-greece-economy-investment-grade/"  
[X Link](https://x.com/ACIPartnerhship/status/1901616759087493207)  2025-03-17T12:49Z [----] followers, [---] engagements


"$EUROB Eurobank Holdings - Q1 Quick Take*: Gross loans up to 53B Deposits off 2% 77B TBV up to [----] RoTBV nice at 16.2% Managed Funds AUM up to 8.1B Non-Greek profits up to 53% goal 55% by [--] * Spoke with CEO Fokion Karavias in April steady as she goes. https://twitter.com/i/web/status/1920564269432688904 https://twitter.com/i/web/status/1920564269432688904"  
[X Link](https://x.com/ACIPartnerhship/status/1920564269432688904)  2025-05-08T19:39Z [----] followers, [----] engagements


"$EUROB Eurobank Ergasias Services Greece's 4th largest bank in the market every day with its buyback program of up to 10% shares outstanding. Running at .5% p/month outstanding goal of 10% by next annual. https://www.eurobankholdings.gr/en/grafeio-tupou/etairiki-anakoinosi-26-05-2025 https://www.eurobankholdings.gr/en/grafeio-tupou/etairiki-anakoinosi-26-05-2025"  
[X Link](https://x.com/ACIPartnerhship/status/1927128109968429105)  2025-05-26T22:22Z [----] followers, [----] engagements


"Greece's 4th largest bank $EUROB Eurobank Ergasias Services in the market every day last week with its buyback program. https://www.eurobankholdings.gr/en/grafeio-tupou/etairiki-anakoinosi-02-06-2025 https://www.eurobankholdings.gr/en/grafeio-tupou/etairiki-anakoinosi-02-06-2025"  
[X Link](https://x.com/ACIPartnerhship/status/1929540312029913409)  2025-06-02T14:07Z [----] followers, [---] engagements


"$EUROB Eurobank completed the Squeeze Out for the acquisition of 100% of the shares of (Hellenic Bank) in Cyprus. Combined now largest bank in Cyprus. https://www.eurobankholdings.gr/en/grafeio-tupou/etairiki-anakoinosi-11-06-2025 https://www.eurobankholdings.gr/en/grafeio-tupou/etairiki-anakoinosi-11-06-2025"  
[X Link](https://x.com/ACIPartnerhship/status/1934609999147217073)  2025-06-16T13:52Z [----] followers, [---] engagements


"@HayekAndKeynes #Greece has been the only bright spot for Europe over the last three years"  
[X Link](https://x.com/ACIPartnerhship/status/1937247282149114275)  2025-06-23T20:31Z [----] followers, [---] engagements


"$EUROB Eurobank Holdings - Q2 Quick Take*: Gross loans up to 53.6B Deposits up 1B 1.5% (stronger then expected) Managed Funds AUM 8.5B +5% TBV [----] after [--] dividend RoTBV at 16.6% healthy Non-Greek profits up to 53% goal 55% by [--] * Spoke with CEO Fokion Karavias in April steady as it goes. https://twitter.com/i/web/status/1952076328443736478 https://twitter.com/i/web/status/1952076328443736478"  
[X Link](https://x.com/ACIPartnerhship/status/1952076328443736478)  2025-08-03T18:37Z [----] followers, [---] engagements


"New ATH highs in #insurance. Cincinnati Financial $CINF Mercury General Corp $MCY Old Republic International $ORI W.R. Berkley Corp $WRB #H4L and benign #HurricaneSeason (so far) seems to be working"  
[X Link](https://x.com/ACIPartnerhship/status/1975212314703122623)  2025-10-06T14:51Z [----] followers, [---] engagements


"A new 9-year high for $EUROB as banks continue to climb the wall of worry. $FFH.TO owns 32% of this #Greek bank"  
[X Link](https://x.com/ACIPartnerhship/status/1976012867905397115)  2025-10-08T19:52Z [----] followers, [---] engagements


"Another win-win for both $FFH.TO and $EUROB. Suspect that 5-10% of outstanding non-controlling interests in Allied World will be purchased in December. $FFH.TO selling its 80% 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. https://t.co/BAglHy2wVe $FFH.TO selling its 80% 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"  
[X Link](https://x.com/ACIPartnerhship/status/1977748813260398657)  2025-10-13T14:50Z [----] followers, [----] engagements


"$EUROB Eurobank Holdings - Q3 Quick Take*: [----] Plan exceeding expectations as such New interim dividend of [---] announced Gross loans +700m to 54.3B Deposits up 800m Managed Funds AUM 9.3B +9% TBV [----] after previous [--] dividend 9M RoTBV nice at 16.2% * On November [--] we are distributing an interim dividend of [---] cents per share and for the year the overall payout will be more than 50% of profits. https://twitter.com/i/web/status/1983960315915051403 https://twitter.com/i/web/status/1983960315915051403"  
[X Link](https://x.com/ACIPartnerhship/status/1983960315915051403)  2025-10-30T18:12Z [----] followers, [----] engagements


"Remember all the #bank "unrealized loss" posts and the current weak consumer ones in your TL Neither does Mr. Market as banking continues to climb the "Wall of Worry" into year-end. New 52-week highs: $BCS $BK $C $GS $LYG $WFC others"  
[X Link](https://x.com/ACIPartnerhship/status/1996613850775671254)  2025-12-04T16:13Z [----] followers, [---] engagements


"New decade lows: Remy Cointreau $RCO.FP [--] year low Pernod Ricard $RI.FP [--] year low Brown-Forman $BF.B [--] year low Diageo $DEO [--] year low Has Russo thrown in the towel There are some nice discussions going on about the risks facing the spirits and wine industry (beer also) and one of the biggest concerns I hear is about the structural shift of demand from alcoholic drinks to non-alcoholic drinks. I think this is only optics - a cyclical risk https://t.co/urQyQO2itg There are some nice discussions going on about the risks facing the spirits and wine industry (beer also) and one of the"  
[X Link](https://x.com/ACIPartnerhship/status/1998132969475862571)  2025-12-08T20:49Z [----] followers, [----] engagements


"With Bulgaria converting to the Euro a slight benefit to Eurobank $EUROB in Greece (i.e. reduced friction). 16% of Group profits are generated in Bulgaria. Today is the day: Bulgaria is using the euro ❤ The European Parliament said yes to Bulgaria's membership bid in July [----]. Now it's a reality. https://t.co/rAu8S4elna Today is the day: Bulgaria is using the euro ❤ The European Parliament said yes to Bulgaria's membership bid in July [----]. Now it's a reality. https://t.co/rAu8S4elna"  
[X Link](https://x.com/ACIPartnerhship/status/2007148154538566053)  2026-01-02T17:53Z [----] followers, [---] engagements


"@dividendology Now do Microsoft $MSFT or Cisco Systems $CSCO from 2000"  
[X Link](https://x.com/ACIPartnerhship/status/2015874080088453233)  2026-01-26T19:46Z [----] followers, [---] engagements


"$BARC.L $BCS Barclays Plc Q1 Quick Take: Ups NII guidance on higher deposits 10.2B Income Locked-In thru [--] 100B of 1.5% rolling off to new 3.5% UK card receivables back to pre-covid +3% 1.0B buyback continues TBV [----] $BARC.L / $19.9US $BCS) Ups guidance for Group RoTE +11% * Overall continued progress from [--] capital plan https://twitter.com/i/web/status/1917556295390966143 https://twitter.com/i/web/status/1917556295390966143"  
[X Link](https://x.com/ACIPartnerhship/status/1917556295390966143)  2025-04-30T12:27Z [----] followers, [----] engagements


"$EUROB Eurobank Ergasias Services in the market every day with its buyback program of up to 10% shares outstanding. At .5% p/month 10% by next annual will work. Reporting once a week. https://www.eurobankholdings.gr/en/grafeio-tupou/etairiki-anakoinosi-19-05-25 https://www.eurobankholdings.gr/en/grafeio-tupou/etairiki-anakoinosi-19-05-25"  
[X Link](https://x.com/anyuser/status/1924801529422446593)  2025-05-20T12:17Z [----] followers, [----] engagements


"Was going to wait three years for this pinned insurance float post to play out. Time to call it a tad early and work hard to find the next high-probability opportunity for new capital. If you own it do not sell. $FFH.TO For those that admire Berkshire $BRK and want to own the stock And for those that think Markel $MKL is a mini Berkshire and want to own the stock Both are great companies with very fine and respected managements but If you like the insurance float space I would suspect For those that admire Berkshire $BRK and want to own the stock And for those that think Markel $MKL is a mini"  
[X Link](https://x.com/ACIPartnerhship/status/1937222971396849877)  2025-06-23T18:55Z [----] followers, 11.6K engagements


"$BCS Barclays Plc completes buyback authorization from February. Buys back 2.2% of shares for cancellation. Expect a new authorization announcement next week. https://www.londonstockexchange.com/news-article/BARC/transaction-in-own-shares-completion-of-buy-back/17152249 https://www.londonstockexchange.com/news-article/BARC/transaction-in-own-shares-completion-of-buy-back/17152249"  
[X Link](https://x.com/ACIPartnerhship/status/1948680314395791559)  2025-07-25T09:42Z [----] followers, [---] engagements


"$BARC.L $BCS Barclays Plc Q2 Quick Take: NII improving higher deposits/loans 11.1B Income Locked-In thru [--] UK loans +6% YoY UK card receivables +4% TBV [----] $BARC.L/$20.50US $BCS) 1.0B buyback completed 24.07.25 New 1.0B buyback increased dividend"  
[X Link](https://x.com/ACIPartnerhship/status/1950088551653114014)  2025-07-29T06:58Z [----] followers, [----] engagements


"Neptune Insurance $NP announces $20 per share IPO. One of several #insurance IPOs in [----]. Neptune provides flood insurance in the southeast. https://www.reuters.com/legal/litigation/neptune-insurance-raises-368-million-us-ipo-2025-09-30/ https://www.reuters.com/legal/litigation/neptune-insurance-raises-368-million-us-ipo-2025-09-30/"  
[X Link](https://x.com/ACIPartnerhship/status/1973372132160585967)  2025-10-01T12:59Z [----] followers, [---] engagements


"@waterboystocks The spin-off of Corebridge Financial $CRBG has been successful for both them and $AIG"  
[X Link](https://x.com/ACIPartnerhship/status/1973436891006640144)  2025-10-01T17:16Z [----] followers, [---] engagements


"US big mega #banks reported robust Q3 results. US mid-tier banks mostly positive with a few not so. How is Europe/UK Barclays Plc $BARC.L $BCS Q3 Quick Take: NII improving on higher deposits/loans Avg hedge duration from [---] years to [---] UK Corporate loans +4% QoQ UK card receivables +2% US card balance +6% TBV up to [----] / $20.85US 9th consecutive Q of TBV growth 1.0B buyback completed July [--] New 500m buyback announced https://twitter.com/i/web/status/1980975623888625841 https://twitter.com/i/web/status/1980975623888625841"  
[X Link](https://x.com/ACIPartnerhship/status/1980975623888625841)  2025-10-22T12:32Z [----] followers, [---] engagements


"Barclays PLC $BCS announced that its US consumer banking subsidiary agreed to acquire Best Egg Inc. (founded by ex-Barclay employees). Market seems to like it up on the news. Personal note: residence receives a Best Egg solicitation every week. https://www.ft.com/content/47782937-39d2-42a5-b684-2099a8362e2c https://www.ft.com/content/47782937-39d2-42a5-b684-2099a8362e2c"  
[X Link](https://x.com/ACIPartnerhship/status/1983514703759298797)  2025-10-29T12:42Z [----] followers, [---] engagements


"@mihaljevic Arcos Dorados Holdings $ARCO has been a value favorite for more than a decade. Yet never seems to even exceed $10. Can franchisees not perform outside the US Same with Domino's $DPZ franchisees"  
[X Link](https://x.com/ACIPartnerhship/status/1991217875281928396)  2025-11-19T18:51Z [----] followers, [---] engagements


"Someone wants to get into the "float" business. Brookfield Corp. $BN plans to build its P/C insurance: where we can become globally dominant and create float to invest into our strategies https://www.insurancejournal.com/news/international/2025/12/10/850466.htm https://www.insurancejournal.com/news/international/2025/12/10/850466.htm"  
[X Link](https://x.com/ACIPartnerhship/status/1998757980108632310)  2025-12-10T14:13Z [----] followers, [----] engagements


"@BrownMarubozu At first reading it appears similar. But who knows the true details"  
[X Link](https://x.com/ACIPartnerhship/status/2001718354185183712)  2025-12-18T18:17Z [----] followers, [---] engagements


"@petecawston @BrownMarubozu We always looked at the $FFH sale transaction as basically a loan (i.e. like a fixed debt instrument)"  
[X Link](https://x.com/ACIPartnerhship/status/2001740805141074146)  2025-12-18T19:46Z [----] followers, [---] engagements


"@BrownMarubozu @cfrischer1 It's called the "squirrel effect" where one likes the new shinny thing but misses the key point. Or dwells on the past as I still hear folks complaining about $BB which was first purchased [--] years ago (see "Gorilla effect" as an alternative)"  
[X Link](https://x.com/ACIPartnerhship/status/2009623736761426164)  2026-01-09T13:50Z [----] followers, [---] engagements


"#Insurance and Bermuda specialty insurer Aspen Insurance $AHL returns to the markets with an IPO yesterday. https://money.usnews.com/investing/news/articles/2025-05-08/apollo-backed-aspen-insurance-valued-at-3-billion-in-nyse-return https://money.usnews.com/investing/news/articles/2025-05-08/apollo-backed-aspen-insurance-valued-at-3-billion-in-nyse-return"  
[X Link](https://x.com/ACIPartnerhship/status/1920810230394343905)  2025-05-09T11:57Z [----] followers, [---] engagements


"Did Clooney destroy the tequila market Asking for a friend. $CUERVO Becle S.A.B. de C.V"  
[X Link](https://x.com/ACIPartnerhship/status/1888998961395937631)  2025-02-10T17:10Z [----] followers, [---] engagements


"Others joining the 5-year highs. The Travelers Companies $TRV Old Republic International $ORI New 5-year highs for all. Allstate $ALL Hartford Insurance $HIG Horace Mann Educators $HMN Sector rotation New 5-year highs for all. Allstate $ALL Hartford Insurance $HIG Horace Mann Educators $HMN Sector rotation"  
[X Link](https://x.com/ACIPartnerhship/status/1958905812530679948)  2025-08-22T14:55Z [----] followers, [---] engagements

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