[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 Brown Brown posts on X about $ffhto, $megto, $scrto, $cve the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::30570076/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +21% - X Year XXXXXXXXX +128% ### Mentions: XX [#](/creator/twitter::30570076/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX +54% - X Year XXXXX +87% ### Followers: XXXXX [#](/creator/twitter::30570076/followers)  - X Week XXXXX +0.19% - X Month XXXXX +0.46% - X Months XXXXX +14% - X Year XXXXX +22% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::30570076/influencer_rank)  ### Social Influence [#](/creator/twitter::30570076/influence) --- **Social category influence** [finance](/list/finance) XXXX% [stocks](/list/stocks) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% [technology brands](/list/technology-brands) XXX% **Social topic influence** [$ffhto](/topic/$ffhto) #2, [$megto](/topic/$megto) #5, [$scrto](/topic/$scrto) #5, [$cve](/topic/$cve) #12, [stocks](/topic/stocks) 1.22%, [$fihu](/topic/$fihu) #1, [$frfhf](/topic/$frfhf) #6, [$ifcto](/topic/$ifcto) #2, [$teck](/topic/$teck) #2, [$xfnto](/topic/$xfnto) #1 **Top accounts mentioned or mentioned by** [@denverlabrador](/creator/undefined) [@akibaleisman](/creator/undefined) [@newcomerinvest](/creator/undefined) [@realpeterlinder](/creator/undefined) [@vikingvan100](/creator/undefined) [@colesmead](/creator/undefined) [@acipartnerhship](/creator/undefined) [@valueventurez](/creator/undefined) [@petrolengg](/creator/undefined) [@jresourceinvest](/creator/undefined) [@cfrischer1](/creator/undefined) [@nocapcap](/creator/undefined) [@merlice1](/creator/undefined) [@cedarreseach](/creator/undefined) [@bridgingtonhol](/creator/undefined) [@bubleqe](/creator/undefined) [@bsilly3](/creator/undefined) [@razoroil](/creator/undefined) [@mananainvesting](/creator/undefined) [@inthemoneypod](/creator/undefined) **Top assets mentioned** [Cenovus Energy Inc. (CVE)](/topic/$cve) [Teck Resources Limited (TECK)](/topic/$teck) [Coldstack (CLS)](/topic/$cls) [Ritchie Bros. Auctioneers Incorporated (RBA)](/topic/$rba) [American Airlines Group Inc (AAL)](/topic/$aal) [Brookfield Corporation (BN)](/topic/$bn) [Franco-Nevada Corporation (FNV)](/topic/$fnv) [Spotify Technology (SPOT)](/topic/$spot) ### Top Social Posts [#](/creator/twitter::30570076/posts) --- Top posts by engagements in the last XX hours "$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 5216 followers, 4962 engagements "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 5218 followers, 18.8K 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 5216 followers, XXX 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 5216 followers, 2624 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 5218 followers, 3495 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 5218 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 5216 followers, 2582 engagements "@bsilly3 @Phil_Nat_Gas $SCR.TO will still vote against but $CVE probably owns almost 25m shares now so that will offset if they are allowed to vote. Even if they dont have the votes by the 22nd $MEG.TO could give them permission to buy more and move the meeting again" [X Link](https://x.com/BrownMarubozu/status/1977505265244053825) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-10-12T22:42Z 5216 followers, XXX engagements "Anyone seen any notes beside RBC on $FFH.TO I have seen Morningstar and they remain bearish on a nonsensical financial forecast" [X Link](https://x.com/BrownMarubozu/status/1952752675746971904) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-08-05T15:24Z 5216 followers, 6095 engagements "$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 5218 followers, 3564 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 5218 followers, 6204 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 5216 followers, XXX 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 5216 followers, XXX engagements "Quality investors continue to miss out on $FFH.TO returns because they dont like whats in their portfolio. $MEG.TO shareholders are making the same mistake with $SCR.TO but at least WEF will get them a bump first" [X Link](https://x.com/BrownMarubozu/status/1961297397595697356) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-08-29T05:18Z 5216 followers, 3226 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 5218 followers, 7188 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 5213 followers, XXX 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 5216 followers, 7902 engagements "Whats $MEG.TO stock going to do when $CVE adjourns the meeting They could do it as soon as tomorrow as votes are due at 9am" [X Link](https://x.com/BrownMarubozu/status/1975356010790592846) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-10-07T00:22Z 5216 followers, 4024 engagements "@IrrationalMrkts Ever looked at $FFH.TO" [X Link](https://x.com/BrownMarubozu/status/1962970147934597572) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-09-02T20:05Z 5216 followers, XXX 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 5216 followers, 22.3K 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 5216 followers, 2116 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 5216 followers, 3387 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 5216 followers, 5565 engagements "@GSpier @AskeladdenTX What do you think of Fairfax Financial If you passed Im really curious why. This is a substack I wrote with my nephew back in February. I hope you will read it. Thanks" [X Link](https://x.com/BrownMarubozu/status/1968882780609130992) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-09-19T03:40Z 5216 followers, XXX engagements "@pembridge_cap $SCR.TO could add a cash option and increase the exchange ratio" [X Link](https://x.com/BrownMarubozu/status/1975891549889405194) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-10-08T11:50Z 5213 followers, XXX 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 5216 followers, 5805 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 5218 followers, 6104 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 5216 followers, 5087 engagements "Please check out my article on the $SCR.TO $MEG.TO and $CVE saga. Ultimately I think generalists have an opportunity to exploit the narrow analysis of energy specialists and do so with high margin of safety by rejecting CVE in favour of SCRs tender" [X Link](https://x.com/BrownMarubozu/status/1971359709409259911) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-09-25T23:42Z 5216 followers, 24.2K engagements "$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, 2756 engagements "@Cole_Smead Assuming they bump And will they My bet is it goes up but they dont bump and walk soon after" [X Link](https://x.com/BrownMarubozu/status/1975356559632027741) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-10-07T00:24Z 5215 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 5216 followers, 9913 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 5216 followers, XXX 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 5216 followers, 6380 engagements "@0xMerridew Tether is also a big buyer" [X Link](https://x.com/BrownMarubozu/status/1979022883104923836) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-10-17T03:13Z 5218 followers, XX 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 5218 followers, XXX engagements "Seth has $IFC.TO as one of his top picks based on its AI strategy. Meanwhile $FFH.TO co-founded Ki with Blackstone an AI-native fintech insurance company that has grown from zero to $1b in premiums in X years and trades at half the valuation w/ higher returns" [X Link](https://x.com/BrownMarubozu/status/1950221217459220507) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-07-29T15:45Z 5216 followers, 3524 engagements "Recall $CVE needs two thirds of $MEG.TO shares voted to be in favour and with $SCR.TO already at XXXX% that leaves a high hurdle. If XX% of shares vote only XXXX% is required to block the deal. That works out to 28m shares. Smeads 1.1m shares against is therefore meaningful" [X Link](https://x.com/BrownMarubozu/status/1973503974088253883) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-10-01T21:43Z 5215 followers, 5060 engagements "I think the bigger issue that might derail the deal is the unprecedented step that allowed $CVE.TO to accumulate $MEG.TO shares and vote them in the Oct XX meeting. Im not sure the ASC will let that stand as it makes it so a board can pick the winner instead of shareholders" [X Link](https://x.com/BrownMarubozu/status/1977471725102403824) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-10-12T20:29Z 5216 followers, 3774 engagements "Both $FFH.TO and $IFC.TO have struggled recently but this is the first time I have noticed FFH has passed IFC in the Composite. Brokers may have to reconsider if it belongs on their focus list or not" [X Link](https://x.com/BrownMarubozu/status/1960042081755492718) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-08-25T18:10Z 5215 followers, 4450 engagements "$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 5215 followers, 8308 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 5216 followers, XXX engagements "I think $FFH.TO fits the criteria and has for a long time but it doesnt screen well so its ignored by investors. Usually one isnt able to buy a top performing company for over XX years at less than half the market multiple especially when the forecast is also strong" [X Link](https://x.com/BrownMarubozu/status/1953277337337770397) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-08-07T02:09Z 5216 followers, 4805 engagements "$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 5218 followers, 14.8K engagements "RBC Strategy Canadian Focus List passed on $FFH.TO again. They started underperforming a few years ago and this is one of the reasons why" [X Link](https://x.com/BrownMarubozu/status/1962828542560903573) [@BrownMarubozu](/creator/x/BrownMarubozu) 2025-09-02T10:42Z 5216 followers, 2859 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 5216 followers, 4476 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 5216 followers, 5128 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 Brown
Brown posts on X about $ffhto, $megto, $scrto, $cve the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +21%
- X Year XXXXXXXXX +128%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +54%
- X Year XXXXX +87%
Followers: XXXXX #
- X Week XXXXX +0.19%
- X Month XXXXX +0.46%
- X Months XXXXX +14%
- X Year XXXXX +22%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXX% stocks XXXX% cryptocurrencies XXXX% countries XXXX% technology brands XXX%
Social topic influence $ffhto #2, $megto #5, $scrto #5, $cve #12, stocks 1.22%, $fihu #1, $frfhf #6, $ifcto #2, $teck #2, $xfnto #1
Top accounts mentioned or mentioned by @denverlabrador @akibaleisman @newcomerinvest @realpeterlinder @vikingvan100 @colesmead @acipartnerhship @valueventurez @petrolengg @jresourceinvest @cfrischer1 @nocapcap @merlice1 @cedarreseach @bridgingtonhol @bubleqe @bsilly3 @razoroil @mananainvesting @inthemoneypod
Top assets mentioned Cenovus Energy Inc. (CVE) Teck Resources Limited (TECK) Coldstack (CLS) Ritchie Bros. Auctioneers Incorporated (RBA) American Airlines Group Inc (AAL) Brookfield Corporation (BN) Franco-Nevada Corporation (FNV) Spotify Technology (SPOT)
Top Social Posts #
Top posts by engagements in the last XX hours
"$FFH.TO kept the buyback going in September canceling another 132k shares"
X Link @BrownMarubozu 2025-10-10T03:06Z 5216 followers, 4962 engagements
"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 @BrownMarubozu 2025-08-19T00:33Z 5218 followers, 18.8K 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 @BrownMarubozu 2025-10-10T11:54Z 5216 followers, XXX engagements
"Looks like another reason to own $FFH.TO"
X Link @BrownMarubozu 2025-09-04T01:16Z 5216 followers, 2624 engagements
"The market seems to agree that $FFH.TO is the front runner but 12-18 months is a long time"
X Link @BrownMarubozu 2025-09-09T19:50Z 5218 followers, 3495 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 @BrownMarubozu 2025-10-10T11:39Z 5218 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 @BrownMarubozu 2025-09-29T18:39Z 5216 followers, 2582 engagements
"@bsilly3 @Phil_Nat_Gas $SCR.TO will still vote against but $CVE probably owns almost 25m shares now so that will offset if they are allowed to vote. Even if they dont have the votes by the 22nd $MEG.TO could give them permission to buy more and move the meeting again"
X Link @BrownMarubozu 2025-10-12T22:42Z 5216 followers, XXX engagements
"Anyone seen any notes beside RBC on $FFH.TO I have seen Morningstar and they remain bearish on a nonsensical financial forecast"
X Link @BrownMarubozu 2025-08-05T15:24Z 5216 followers, 6095 engagements
"$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 @BrownMarubozu 2025-09-12T12:34Z 5218 followers, 3564 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 @BrownMarubozu 2025-09-09T01:03Z 5218 followers, 6204 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 @BrownMarubozu 2025-08-16T22:27Z 5216 followers, XXX 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 @BrownMarubozu 2025-09-26T11:16Z 5216 followers, XXX engagements
"Quality investors continue to miss out on $FFH.TO returns because they dont like whats in their portfolio. $MEG.TO shareholders are making the same mistake with $SCR.TO but at least WEF will get them a bump first"
X Link @BrownMarubozu 2025-08-29T05:18Z 5216 followers, 3226 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 @BrownMarubozu 2025-10-08T11:35Z 5218 followers, 7188 engagements
"@TacticzH Why do you use $FFX for Fairfax Its tickers are $FFH.TO and $FRFHF as far as I know"
X Link @BrownMarubozu 2025-08-19T12:29Z 5213 followers, XXX 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 @BrownMarubozu 2025-09-06T13:55Z 5216 followers, 7902 engagements
"Whats $MEG.TO stock going to do when $CVE adjourns the meeting They could do it as soon as tomorrow as votes are due at 9am"
X Link @BrownMarubozu 2025-10-07T00:22Z 5216 followers, 4024 engagements
"@IrrationalMrkts Ever looked at $FFH.TO"
X Link @BrownMarubozu 2025-09-02T20:05Z 5216 followers, XXX 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 @BrownMarubozu 2025-07-27T16:27Z 5216 followers, 22.3K 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 @BrownMarubozu 2025-09-16T15:39Z 5216 followers, 2116 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 @BrownMarubozu 2025-08-09T11:59Z 5216 followers, 3387 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 @BrownMarubozu 2025-08-30T19:54Z 5216 followers, 5565 engagements
"@GSpier @AskeladdenTX What do you think of Fairfax Financial If you passed Im really curious why. This is a substack I wrote with my nephew back in February. I hope you will read it. Thanks"
X Link @BrownMarubozu 2025-09-19T03:40Z 5216 followers, XXX engagements
"@pembridge_cap $SCR.TO could add a cash option and increase the exchange ratio"
X Link @BrownMarubozu 2025-10-08T11:50Z 5213 followers, XXX 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 @BrownMarubozu 2025-08-17T20:12Z 5216 followers, 5805 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 @BrownMarubozu 2025-10-11T00:57Z 5218 followers, 6104 engagements
"Unless the moat is insurance float in which case the market is not that sophisticated. $FFH.TO $FRFHF"
X Link @BrownMarubozu 2025-08-25T01:05Z 5216 followers, 5087 engagements
"Please check out my article on the $SCR.TO $MEG.TO and $CVE saga. Ultimately I think generalists have an opportunity to exploit the narrow analysis of energy specialists and do so with high margin of safety by rejecting CVE in favour of SCRs tender"
X Link @BrownMarubozu 2025-09-25T23:42Z 5216 followers, 24.2K engagements
"$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 @BrownMarubozu 2025-09-11T12:22Z 5218 followers, 2756 engagements
"@Cole_Smead Assuming they bump And will they My bet is it goes up but they dont bump and walk soon after"
X Link @BrownMarubozu 2025-10-07T00:24Z 5215 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 @BrownMarubozu 2025-09-10T21:08Z 5216 followers, 9913 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 @BrownMarubozu 2025-08-25T01:53Z 5216 followers, XXX 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 @BrownMarubozu 2025-07-17T02:26Z 5216 followers, 6380 engagements
"@0xMerridew Tether is also a big buyer"
X Link @BrownMarubozu 2025-10-17T03:13Z 5218 followers, XX 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 @BrownMarubozu 2025-08-30T20:48Z 5218 followers, XXX engagements
"Seth has $IFC.TO as one of his top picks based on its AI strategy. Meanwhile $FFH.TO co-founded Ki with Blackstone an AI-native fintech insurance company that has grown from zero to $1b in premiums in X years and trades at half the valuation w/ higher returns"
X Link @BrownMarubozu 2025-07-29T15:45Z 5216 followers, 3524 engagements
"Recall $CVE needs two thirds of $MEG.TO shares voted to be in favour and with $SCR.TO already at XXXX% that leaves a high hurdle. If XX% of shares vote only XXXX% is required to block the deal. That works out to 28m shares. Smeads 1.1m shares against is therefore meaningful"
X Link @BrownMarubozu 2025-10-01T21:43Z 5215 followers, 5060 engagements
"I think the bigger issue that might derail the deal is the unprecedented step that allowed $CVE.TO to accumulate $MEG.TO shares and vote them in the Oct XX meeting. Im not sure the ASC will let that stand as it makes it so a board can pick the winner instead of shareholders"
X Link @BrownMarubozu 2025-10-12T20:29Z 5216 followers, 3774 engagements
"Both $FFH.TO and $IFC.TO have struggled recently but this is the first time I have noticed FFH has passed IFC in the Composite. Brokers may have to reconsider if it belongs on their focus list or not"
X Link @BrownMarubozu 2025-08-25T18:10Z 5215 followers, 4450 engagements
"$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 @BrownMarubozu 2025-07-29T14:34Z 5215 followers, 8308 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 @BrownMarubozu 2025-09-16T20:10Z 5216 followers, XXX engagements
"I think $FFH.TO fits the criteria and has for a long time but it doesnt screen well so its ignored by investors. Usually one isnt able to buy a top performing company for over XX years at less than half the market multiple especially when the forecast is also strong"
X Link @BrownMarubozu 2025-08-07T02:09Z 5216 followers, 4805 engagements
"$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 @BrownMarubozu 2025-10-13T14:11Z 5218 followers, 14.8K engagements
"RBC Strategy Canadian Focus List passed on $FFH.TO again. They started underperforming a few years ago and this is one of the reasons why"
X Link @BrownMarubozu 2025-09-02T10:42Z 5216 followers, 2859 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 @BrownMarubozu 2025-09-07T12:25Z 5216 followers, 4476 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 @BrownMarubozu 2025-04-10T11:29Z 5216 followers, 5128 engagements