# ![@BrownMarubozu Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::30570076.png) @BrownMarubozu Brown

Brown posts on X about $ffhto, in the, $brk, investment the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::30570076/interactions)
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- [--] Week [------] +7.40%
- [--] Month [-------] +82%
- [--] Months [---------] +22%
- [--] Year [---------] +69%

### Mentions: [--] [#](/creator/twitter::30570076/posts_active)
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- [--] Month [---] -25%
- [--] Months [---] +4.70%
- [--] Year [-----] +44%

### Followers: [-----] [#](/creator/twitter::30570076/followers)
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- [--] Week [-----] +0.29%
- [--] Month [-----] +1.50%
- [--] Months [-----] +8.40%
- [--] Year [-----] +23%

### CreatorRank: [-------] [#](/creator/twitter::30570076/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::30570076/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  53.57% [stocks](/list/stocks)  22.32% [currencies](/list/currencies)  5.36% [cryptocurrencies](/list/cryptocurrencies)  3.57% [fashion brands](/list/fashion-brands)  1.79% [countries](/list/countries)  0.89% [travel destinations](/list/travel-destinations)  0.89% [technology brands](/list/technology-brands)  0.89%

**Social topic influence**
[$ffhto](/topic/$ffhto) #2, [in the](/topic/in-the) 12.5%, [$brk](/topic/$brk) #3, [investment](/topic/investment) #3045, [$scrto](/topic/$scrto) #2, [$ua](/topic/$ua) #7, [stocks](/topic/stocks) #4424, [insurance](/topic/insurance) 7.14%, [$frfhf](/topic/$frfhf) #3, [$mkl](/topic/$mkl) #2

**Top accounts mentioned or mentioned by**
[@petrolengg](/creator/undefined) [@vikingvan100](/creator/undefined) [@acipartnerhship](/creator/undefined) [@cfrischer1](/creator/undefined) [@inthemoneypod](/creator/undefined) [@amuuhasuo](/creator/undefined) [@fcompounders](/creator/undefined) [@fredinheaven4](/creator/undefined) [@nigelwoodman](/creator/undefined) [@mrdavidthomas](/creator/undefined) [@elou795](/creator/undefined) [@dukeinshadows](/creator/undefined) [@billbrewstertbb](/creator/undefined) [@antoniombbf](/creator/undefined) [@fhoro](/creator/undefined) [@sydneysweeney](/creator/undefined) [@falakkalyani](/creator/undefined) [@iancassel](/creator/undefined) [@nevergr33dy](/creator/undefined) [@johnhuber72](/creator/undefined)

**Top assets mentioned**
[Under Armour Inc Class C (UA)](/topic/$ua) [Markel, Corp. (MKL)](/topic/$mkl) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [GameStop, Corp. (GME)](/topic/$gme) [Algonquin Power & Utilities Corp (AQN)](/topic/$aqn) [W R Berkley Corp (WRB)](/topic/$wrb) [Under Armour Inc Class A (UAA)](/topic/$uaa) [Orla Mining Ltd. (ORLA)](/topic/$orla) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [White Mountains Insurance Group Ltd. (WTM)](/topic/$wtm) [Howard Hughes Holdings Inc. (HHH)](/topic/$hhh)
### Top Social Posts
Top posts by engagements in the last [--] hours

"BDT Capital owns a big stake in $UA and $FFH.TO owns a stake in BDTs funds. BDT purchased a big chunk of their stake from Kevin Plank. Definitely seems like a jockey bet. @NigelWoodman @fhoro Its possible but then I think they would have filed a 13D. This could be more like $GME but with better fundamentals. $UA has been buying back stock and the short interest is high. Now all of a sudden $FFH.TO has tightened the float. They just need to hire @sydney_sweeney . @NigelWoodman @fhoro Its possible but then I think they would have filed a 13D. This could be more like $GME but with better"  
[X Link](https://x.com/BrownMarubozu/status/2006214067506057455)  2025-12-31T04:01Z [----] followers, [----] engagements


"A great real life example of how investors miss $FFH.TO b/c they use screens based on adjusted EPS. It sounds silly but its actually that simple as FFH only reports IFRS so some analysts use adjusted for some measure of core earnings. The IFRS estimate is also probably too low"  
[X Link](https://x.com/BrownMarubozu/status/2014059062149652919)  2026-01-21T19:34Z [----] followers, [----] engagements


"$POW.TO disclosed its sale of PAA in its Q3 results. I think $FFH.TO should also recognize a $195m gain in Q4 results upon the close the transaction. With the $366m gain on STLC thats a nice head start for Q4 at over half of consensus EPS. $FFH.TO has decided to buyout its partner Sagard in PAA. I think they would have been sellers if the CEO was also ready to sell but it seems like it was only Sagard that wanted to move on. We wont get a gain but operating earnings should be up. https://t.co/zbLcCw6ROB $FFH.TO has decided to buyout its partner Sagard in PAA. I think they would have been"  
[X Link](https://x.com/BrownMarubozu/status/1857830967148200178)  2024-11-16T16:59Z [----] followers, [----] engagements


"$FFH.TO cancelled another 77k shares in February. $FFH.TO scooped up and canceled 23k shares in January https://t.co/e66BHy55id $FFH.TO scooped up and canceled 23k shares in January https://t.co/e66BHy55id"  
[X Link](https://x.com/BrownMarubozu/status/1898184809559605432)  2025-03-08T01:31Z [----] followers, [----] engagements


"$FFH.TO had equity exposure to Greece of $3.6b at the end of [----]. The euro and the underlying stocks have done well so far YTD. The country being raised to investment grade likely further reduces the cost of capital for the portfolio companies potentially increasing returns. A headline that was inconceivable a decade ago. *GREECE RAISED TO INVESTMENT GRADE BY MOODYS OUTLOOK STABLE https://t.co/2owPtcNUU2 A headline that was inconceivable a decade ago. *GREECE RAISED TO INVESTMENT GRADE BY MOODYS OUTLOOK STABLE https://t.co/2owPtcNUU2"  
[X Link](https://x.com/BrownMarubozu/status/1901012918566605311)  2025-03-15T20:49Z [----] followers, [----] engagements


"At $SCR.TO employees have to buy their shares in the open market which leads to better decision making. They discussed it in depth at their Investor Day last November. I think its superior to the $CNQ approach. At $CNQ performance share units and stock options are granted to all employees not just senior management At $CNQ performance share units and stock options are granted to all employees not just senior management"  
[X Link](https://x.com/BrownMarubozu/status/1905299240663814335)  2025-03-27T16:41Z [----] followers, [----] engagements


"Raymond James just initiated coverage of $FFH.TO with an Outperform [--] rating and a C$2600 PT"  
[X Link](https://x.com/BrownMarubozu/status/1910369279507153257)  2025-04-10T16:28Z [----] followers, [----] engagements


"$FFH.TO has remarkable leverage to float as the float to equity ratio is 1.5x. The net benefit of float plus investment income from the $50b fixed income portfolio puts pre-tax earnings at $180/sh before returns from the non-fixed income portfolio i.e. the ROE floor is high $FFH Warren just posted this slide. $172 billion in float against $1.2 trillion company. Little Fairfax is at almost $40 billion in float with under $35 billion market cap. Another big advantage for Fairfax. https://t.co/aAj6Qa3Y91 $FFH Warren just posted this slide. $172 billion in float against $1.2 trillion company."  
[X Link](https://x.com/BrownMarubozu/status/1918707396542677282)  2025-05-03T16:41Z [----] followers, [----] engagements


"$FFH.TO featured in Barrons along with [--] 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 Here Come the Berkshire Hathaway Wannabes - Barrons $FFH.TO $FRFHF $MKL $L $WTM $HHH $TPOS $GLRE https://t.co/ThitiQNGaf Here Come the Berkshire Hathaway Wannabes - Barrons $FFH.TO $FRFHF $MKL $L $WTM $HHH $TPOS $GLRE https://t.co/ThitiQNGaf"  
[X Link](https://x.com/BrownMarubozu/status/1930883268896866393)  2025-06-06T07:03Z [----] followers, [----] engagements


"For $FFH.TO 15% BVPS growth along with the multiple expansion leads to a 20% CAGR over [--] 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. @Kevin_AGraham $FFH ultimately if the company continues to deliver 15% plus returns on equity which I think they will due to their significant low cost float we will end up trading at over [---] times a much larger book value. Long term $4300 per share book and $10700 stock price in [----]. @Kevin_AGraham $FFH ultimately if the company continues to deliver"  
[X Link](https://x.com/BrownMarubozu/status/1961880269511692392)  2025-08-30T19:54Z [----] followers, [----] engagements


"@MontviewX Looks like it on the US line $ELFIF. Always use limit orders"  
[X Link](https://x.com/BrownMarubozu/status/1965789266774213040)  2025-09-10T14:47Z [----] followers, [---] 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. On the pod we discussed how $FFH.TO might break its normal seasonality with potential for RBC Focus List and/or [--] add but neither happened. FFH has underperformed $XFN.TO by a little over 10% since the end of June which is not unusual during hurricane season but above average. https://t.co/7GJrUiSBnt On the pod we discussed how $FFH.TO might break its normal seasonality with potential for RBC"  
[X Link](https://x.com/BrownMarubozu/status/1965885019009986701)  2025-09-10T21:08Z [----] followers, 11K engagements


"I think $FFH.TO is selling off b/c some holders think the hard market is ending and they are worried falling interest rates will hurt interest income. Both might be true and FFH could still earn $200/sh over FTM and CAGR BVPS north of 15% for the next [--] years. I have been adding"  
[X Link](https://x.com/BrownMarubozu/status/1980827089151603140)  2025-10-22T02:42Z [----] followers, [----] engagements


"$SCR.TO squeezes another bump out of $CVE.TO to get friendly on the $MEG.TO transaction while also extracting another asset from them on favourable terms. https://www.strathconaresources.com/strathcona-resources-ltd-announces-voting-support-agreement-for-cenovus-energy-inc-s-acquisition-of-meg-energy-corp-and-agreement-to-purchase-vawn-thermal-project-and-certain-undeveloped-thermal-l/"  
[X Link](https://x.com/anyuser/status/1982754393800978632)  2025-10-27T10:20Z [----] followers, [----] engagements


"$FFH.TO had unusually big volume yesterday including a big cross of 109k shares at its buyback broker Scotia. Maybe the seller(s) are done maybe not. Either way if we stay around here I expect buybacks to continue. Meanwhile #TheFairfaxWay will likely attract new interest. $FFH.TO Book excerpt: How Fairfax Financial got its groove back https://t.co/QaiojQV2EJ https://t.co/h5wlANFMVT $FFH.TO Book excerpt: How Fairfax Financial got its groove back https://t.co/QaiojQV2EJ https://t.co/h5wlANFMVT"  
[X Link](https://x.com/BrownMarubozu/status/1988620148551426550)  2025-11-12T14:49Z [----] followers, 10.8K engagements


"It actually happened. $FFH.TO and $CLS.TO both added to the S&P/TSX [--] while $AQN and $CAR.UN removed. It will be interesting what the impact will be. Clearly a lot of investors didnt want to own insurance with USD exposure today $SCR.TO also added to the Composite. $CLS.TO has passed $FFH.TO in the Completion index which reduces the odds its included when the next [--] opening shows up. Let the buybacks continue https://t.co/YcO9rglnbP $CLS.TO has passed $FFH.TO in the Completion index which reduces the odds its included when the next [--] opening shows up. Let the buybacks continue"  
[X Link](https://x.com/BrownMarubozu/status/1997068523546247457)  2025-12-05T22:20Z [----] followers, 19.1K engagements


"I know its an unpopular opinion but I think $FFH.TO has a better culture and better mousetrap than $BRK. Last year we wrote about how this succession was suspect and $BRK shareholders could be vulnerable. "Warren Buffett's investment portfolio successors Todd Combs and Ted Weschler manage roughly $17 billion each (as of his [----] letter) but have yet to make any Last year we wrote about how this succession was suspect and $BRK shareholders could be vulnerable. "Warren Buffett's investment portfolio successors Todd Combs and Ted Weschler manage roughly $17 billion each (as of his [----] letter)"  
[X Link](https://x.com/BrownMarubozu/status/1998089694584676381)  2025-12-08T17:58Z [----] followers, 11.7K engagements


"$FFH.TO cancelled 274k shares last month. Makes sense that they would try to be aggressive ahead of the index add. $FFH.TO had unusually big volume yesterday including a big cross of 109k shares at its buyback broker Scotia. Maybe the seller(s) are done maybe not. Either way if we stay around here I expect buybacks to continue. Meanwhile #TheFairfaxWay will likely attract new interest. https://t.co/zlUAwLeTpL $FFH.TO had unusually big volume yesterday including a big cross of 109k shares at its buyback broker Scotia. Maybe the seller(s) are done maybe not. Either way if we stay around here I"  
[X Link](https://x.com/BrownMarubozu/status/1998834301912363335)  2025-12-10T19:16Z [----] followers, [----] engagements


"A nice quote in the article about $FFH.TO from our very own @cfrischer1 Barrons [----] list including a Canadian name $FFH.TO https://t.co/aJSt3lE102 Barrons [----] list including a Canadian name $FFH.TO https://t.co/aJSt3lE102"  
[X Link](https://x.com/BrownMarubozu/status/1999498971274699230)  2025-12-12T15:17Z [----] followers, 17.7K engagements


"Im levered so dont park cash but 65% of my net assets are in $FFH.TO and $ELF.TO which both have defensive characteristics. Its hard to predict what happens to their prices short term but they both have a history of capacity to buy the dip. @FalakKalyani @iancassel @nevergr33dy Have you looked at $FFH.TO or $ELF.TO Both are built to buy the dip which seems like a better place to be vs the index. FFH is effectively a 3:1 levered 33-67 portfolio and ELF owns $VOO and other global quality growth stocks via $UNC.TO and $EVT.TO at a 30% discount to market. @FalakKalyani @iancassel @nevergr33dy"  
[X Link](https://x.com/BrownMarubozu/status/2004973266046509547)  2025-12-27T17:50Z [----] followers, [----] engagements


"@Equity_Alpha_ 29% debt to equity which is about half of my $FFH.TO position. I dont think I would be that levered if it wasnt for FFH. On a look through basis I own more bonds and its really hard for ROE to drop and remain below 15% on a FTM basis. Definitely some blow up risk"  
[X Link](https://x.com/BrownMarubozu/status/2004983706734514396)  2025-12-27T18:32Z [----] followers, [---] engagements


"@GreyValue @brettgardner_10 I enjoyed this book too. During this time he was using a broader expected value style of investing so more scuttlebutt type of investing was probably needed to understand catalysts and such which I can relate to. Im curious given your approach if you have looked at $FFH.TO"  
[X Link](https://x.com/BrownMarubozu/status/2005063512306205064)  2025-12-27T23:49Z [----] followers, [----] engagements


"I asked a group of value investors why they dont own $FFH.TO and the top [--] reasons were: [--]. Havent looked at it [--]. Dont like how they manage the portfolio (BlackBerry) [--]. Doesnt meet hurdle rate someone needs to edit the $FFH.TO wikipedia page and add in some of the amazing investments of past decade. Digit Eurobank Orla etc. Blackberry's significance is not worth [--] mentions. someone needs to edit the $FFH.TO wikipedia page and add in some of the amazing investments of past decade. Digit Eurobank Orla etc. Blackberry's significance is not worth [--] mentions"  
[X Link](https://x.com/BrownMarubozu/status/2005767786052870455)  2025-12-29T22:28Z [----] followers, [----] engagements


"@ACIPartnerhship I think part of it is that pension funds and other ESG investors are reversing some of the outflows over the last decade. But also recognition these oil prices are unsustainable long term. I own $SCR.TO $GFR.TO $GFR and $CRC (just added h/t to @JohnHuber72)"  
[X Link](https://x.com/BrownMarubozu/status/2006091928631402906)  2025-12-30T19:56Z [----] followers, [----] engagements


"@NigelWoodman @fhoro Its possible but then I think they would have filed a 13D. This could be more like $GME but with better fundamentals. $UA has been buying back stock and the short interest is high. Now all of a sudden $FFH.TO has tightened the float. They just need to hire @sydney_sweeney "  
[X Link](https://x.com/BrownMarubozu/status/2006204833871610028)  2025-12-31T03:24Z [----] followers, [----] engagements


"$FFH.TO A cheap stock that is up a lot is much more likely to go up a lot more than a cheap stock that is down a lot. But most investors will be much more reticent to work on the cheap stock that is up because "they missed it." A cheap stock that is up a lot is much more likely to go up a lot more than a cheap stock that is down a lot. But most investors will be much more reticent to work on the cheap stock that is up because "they missed it.""  
[X Link](https://x.com/BrownMarubozu/status/2008719997779210300)  2026-01-07T01:59Z [----] followers, [----] engagements


"$FFH.TO bought back and cancelled almost 90k shares in December following a very aggressive November. It looks like they turned off the buyback after the index add announcement but responded to a block the week of the add. $FFH.TO cancelled 274k shares last month. Makes sense that they would try to be aggressive ahead of the index add. https://t.co/1taemSkmds $FFH.TO cancelled 274k shares last month. Makes sense that they would try to be aggressive ahead of the index add. https://t.co/1taemSkmds"  
[X Link](https://x.com/BrownMarubozu/status/2009087644500914188)  2026-01-08T02:19Z [----] followers, 11.1K engagements


"@MrDavidThomas @cfrischer1 For $BRK to work the returns on the equity portfolio have to be high. For $FFH.TO equity returns can be mediocre but the set up suggests they should be very good in the medium term at least"  
[X Link](https://x.com/BrownMarubozu/status/2012137765308358808)  2026-01-16T12:20Z [----] followers, [---] engagements


"@F_Compounders @ACIPartnerhship $FFH.TO (its half brother) is cheaper with higher expected returns. I would argue lower risk too given the relative quality of the insurance business equity portfolio and management"  
[X Link](https://x.com/BrownMarubozu/status/2012176266091266372)  2026-01-16T14:53Z [----] followers, [----] engagements


"I keep telling myself I wont buy any more $FFH.TO because 58% of net assets seems like enough"  
[X Link](https://x.com/BrownMarubozu/status/2012264090907861277)  2026-01-16T20:41Z [----] followers, [----] engagements


"Im not sure I have seen a post during this decline explaining what $CSU.TO might be worth. Is software truly doomed My thoughts on the continued software sell off: [--]. I don't think anyone knows truly what the software landscape will look like in [--] years. There's more uncertainty and risk in this space as a whole. [--]. Software stocks were selling for all time high Is software truly doomed My thoughts on the continued software sell off: [--]. I don't think anyone knows truly what the software landscape will look like in [--] years. There's more uncertainty and risk in this space as a whole. 2."  
[X Link](https://x.com/BrownMarubozu/status/2012731786216849500)  2026-01-18T03:40Z [----] followers, 10.1K engagements


"I think $FFH.TO is down this year b/c its a P&C stock not b/c intrinsic value is shrinking or its expensive. In the short term its down as much $IFC.TO and most investors are focused on relative returns not absolute returns. Eurobank is up big to start [----] +$829 million. Fairfax is currently trading at [---] x YE BV. Cheap. Investors are also getting significant "hidden value" of about $4 to $5 billion for free (Eurobank is $3 billion on its own). But is "hidden value" real $FFH.TO $EUROB.AT https://t.co/561b9X33Ry Eurobank is up big to start [----] +$829 million. Fairfax is currently trading at"  
[X Link](https://x.com/BrownMarubozu/status/2013351731271221525)  2026-01-19T20:43Z [----] followers, [----] engagements


"49%+ CAGR since [----]. Since the start of my main @avanzabank account early [----]. Without leverage without options long only and yes after annua ongoing Swedish taxation. Mining then 8y of mainly shipping now mostly mining again since early [----]. A lot is about catching the longer trends https://t.co/7YZL6tRxWl Since the start of my main @avanzabank account early [----]. Without leverage without options long only and yes after annua ongoing Swedish taxation. Mining then 8y of mainly shipping now mostly mining again since early [----]. A lot is about catching the longer trends"  
[X Link](https://x.com/BrownMarubozu/status/2013606133643038973)  2026-01-20T13:34Z [----] followers, [----] engagements


"@GZuckerman Hey @GZuckerman nice profile on Sokol. Thanks. Just so you are aware he is Executive Chairman of Poseidon a shipping conglomerate that is 43% owned by $BRK like Fairfax Financial. Its been a great investment for $FFH.TO so far. Hes at the Fairfax AGM in Toronto every year"  
[X Link](https://x.com/BrownMarubozu/status/2015539924695392525)  2026-01-25T21:38Z [----] followers, [----] engagements


"@inthemoneypod The $FFH.TO analysis is particularly weak and shows a lack of insight into the accounting. Veritas is pretty small so the selling doesnt have a big impact but it sounds like they took the position to zero from almost 5% at year end"  
[X Link](https://x.com/BrownMarubozu/status/2016179511595831480)  2026-01-27T16:00Z [----] followers, [----] engagements


"$FFH.TO owns 8% of $MTLN.L Pretty good company too METLEN $MTLN.L / $MYTIL just launched the Green Industrial Grids Association (GIGA) in Brussels. https://t.co/iUQyZU1CzN I think there may be something to the old adage: its the company you keep 😁 Founding members include: Google Microsoft Amazon Meta Siemens METLEN $MTLN.L / $MYTIL just launched the Green Industrial Grids Association (GIGA) in Brussels. https://t.co/iUQyZU1CzN I think there may be something to the old adage: its the company you keep 😁 Founding members include: Google Microsoft Amazon Meta Siemens"  
[X Link](https://x.com/BrownMarubozu/status/2016651195100672167)  2026-01-28T23:14Z [----] followers, [----] engagements


"Relative valuation doesnt really matter for relative return investors but should for absolute return investors. $FFH.TO $IFC.TO $DFY.TO $BRK $MKL $WRB"  
[X Link](https://x.com/BrownMarubozu/status/2018060595040264450)  2026-02-01T20:35Z [----] followers, [----] engagements


"I covered $TRI as a research associate beginning in late [----]. I havent kept up on the name but I dont question at all that its a high quality company. I just dont know what the right multiple is. Many investors overlook how dominant Thomson Reuters $TRI is in legal information technology. Legal makes up about 40% of $TRI's revenues and Westlaw is their crown jewel the essential tool for lawyers doing research. Lets take a closer look at the moat. 🧵 https://t.co/avGASlZzcC Many investors overlook how dominant Thomson Reuters $TRI is in legal information technology. Legal makes up about 40%"  
[X Link](https://x.com/BrownMarubozu/status/2018080051456061837)  2026-02-01T21:52Z [----] followers, [----] engagements


"$ELD.TO acquiring $FFH.TO holding $FOM.TO in a zero premium all stock deal. A bit surprising no lock up signed by any of the large FOM shareholders. I didnt think FFH was looking to exit anytime soon but they will have the liquidity to do so now if they wish. Eldorado and Foran Combine to Create a Leading Gold and Copper Producer $ELD.TO https://t.co/MfJeopJb3E Eldorado and Foran Combine to Create a Leading Gold and Copper Producer $ELD.TO https://t.co/MfJeopJb3E"  
[X Link](https://x.com/BrownMarubozu/status/2018291658983412093)  2026-02-02T11:53Z [----] followers, [----] engagements


"I own a lot of $FFH.TO and $ELF.TO. Both globally diversified investment portfolios with cheap leverage and insider alignment trading at giant discounts to liquidation value. Okay so lets say you hit a significant number in your portfolio. $500k $1 million $5 million whatever. When do you start preserving your wealth and where Bonds Real estate Consumer staples Utilities I need ideas. Okay so lets say you hit a significant number in your portfolio. $500k $1 million $5 million whatever. When do you start preserving your wealth and where Bonds Real estate Consumer staples Utilities I need ideas"  
[X Link](https://x.com/BrownMarubozu/status/2018401885112131908)  2026-02-02T19:11Z [----] followers, [----] engagements


"Interesting analysis from this AI on $FFH.TO. Some insights and some nonsense. Also like the analysts it ignores the third engine of the flywheel the equity portfolio that is as big as shareholders equity. I assume trailing P/E is wrong b/c it pulls adj. EPS. TTM PE is 8.2x. $FFH.TO: Fairfax is compounding book value with a two-engine flywheel: hard-market underwriting profits plus higher bond carry on float. TTM ROE is 18.6% and valuation screens 11x trailing P/E and 1.3x book. Founder-level alignment and ongoing buybacks support per-share https://t.co/EevCLSaqse $FFH.TO: Fairfax is"  
[X Link](https://x.com/BrownMarubozu/status/2019219543307018406)  2026-02-05T01:20Z [----] followers, [----] engagements


"$FIH.U $FFH.TO Anyone have thoughts on the timeline Financial Bids have been received for the Strategic Disinvestment of the IDBI Bank. They will be evaluated as per the prescribed procedure. https://t.co/QizHOJfihg Financial Bids have been received for the Strategic Disinvestment of the IDBI Bank. They will be evaluated as per the prescribed procedure. https://t.co/QizHOJfihg"  
[X Link](https://x.com/BrownMarubozu/status/2019800124390539645)  2026-02-06T15:47Z [----] followers, [----] engagements


"@inthemoneypod @JonathanWellum Their Partners fund top two positions are $TSU.TO and $MKL but no $FFH.TO. Im curious what he thinks about FFH and what his expected returns are for all three stocks over the next [--] years"  
[X Link](https://x.com/BrownMarubozu/status/2019810848370536565)  2026-02-06T16:30Z [----] followers, [----] engagements


"$FFH.TO $AGTF.TO If you needed more proof that [----] is going to be a massive year for IPOs look no further. The Lentil King of Saskatchewan is taking his company public. https://t.co/FzpuwDvzeM If you needed more proof that [----] is going to be a massive year for IPOs look no further. The Lentil King of Saskatchewan is taking his company public. https://t.co/FzpuwDvzeM"  
[X Link](https://x.com/BrownMarubozu/status/2019838195391926315)  2026-02-06T18:18Z [----] followers, [----] engagements


"Its weird how commentators mention Prem and not $FFH.TO. I've learned a lot from Matt about retail and look forward to his immediate earnings call postmortems of companies like Under Armour $UA $UAA Lululemon $LULU Nike $NKE and others. Following Prem Watsa's recent insider purchases of Under Armour we invited Matt to The Special https://t.co/vVG3J60WWE I've learned a lot from Matt about retail and look forward to his immediate earnings call postmortems of companies like Under Armour $UA $UAA Lululemon $LULU Nike $NKE and others. Following Prem Watsa's recent insider purchases of Under Armour"  
[X Link](https://x.com/BrownMarubozu/status/2019840861706809573)  2026-02-06T18:29Z [----] followers, [----] engagements


"@petrolengg @NigelWoodman @mihaljevic $ORLA $FOM.TO $SCR.TO $GFR.TO $AGTF.TO $MTLN.L Thats some of the public stuff. The list of private stuff is also long"  
[X Link](https://x.com/BrownMarubozu/status/2019852591291854967)  2026-02-06T19:15Z [----] followers, [---] engagements


"@JeffBarclayCPA I guess we have to define what being underweight Japanese Equities means to make that determination"  
[X Link](https://x.com/BrownMarubozu/status/2020709456657657998)  2026-02-09T04:00Z [----] followers, [--] engagements


"@inthemoneypod @EdenRahim Does @EdenRahim have any thoughts on Microbix Biosystems $MBX.TO I think expected value of both the base operating business and the royalty optionality are worth more than the current market cap but of course both require execution"  
[X Link](https://x.com/BrownMarubozu/status/2021273697324056999)  2026-02-10T17:22Z [----] followers, [---] engagements


"@bizalmanac They are pretty unique in how they fund the plan too by buying all of the shares in the open market when they are granted"  
[X Link](https://x.com/BrownMarubozu/status/2021278384676835468)  2026-02-10T17:41Z [----] followers, [---] engagements


"@JohnHuber72 @AndreasSteno @amarkmanpeters I think the multiple is more about passive and quant flows. They dont disappoint very often and results are highly predictable so they trade more like bond equivalents than stocks. I rather own $COST over the [--] year bond but I also rather not own either"  
[X Link](https://x.com/BrownMarubozu/status/2021401859546808529)  2026-02-11T01:52Z [----] followers, [--] engagements


"A few other companies in my portfolio that have a different approach to SBC are $FFH.TO $SCR.TO and $GFR.TO. FFH issues some options has stock matching and RSUs but they buy shares for treasury on grant. SCR and GFR are like $CSU.TO. Every tech company you own is running the same playbook. Issue SBC. Dilute shareholders. Buyback to hide it. Call it "alignment." $CSU has paid exactly $0 in stock-based compensation in [--] years. Not low. Zero. Mark Leonard founder of Constellation Software in his https://t.co/2ZcZqImYkn Every tech company you own is running the same playbook. Issue SBC. Dilute"  
[X Link](https://x.com/BrownMarubozu/status/2021412029408620598)  2026-02-11T02:32Z [----] followers, [----] engagements


"I appreciate @inthemoneypod for asking my question but felt like Jonathan dodged the question. The answer suggested he hasnt looked at $FFH.TO in a long time otherwise he would have been excited about the investment to market cap ratio for it too 🚨New Episode 🚨 Gold rally is in its "3rd or 4th inning" says veteran value investor @JonathanWellum TUNE IN NOW for a value investors guide to precious metals LINK: https://t.co/qdF025ZCPP https://t.co/qwwuXCy9EL 🚨New Episode 🚨 Gold rally is in its "3rd or 4th inning" says veteran value investor @JonathanWellum TUNE IN NOW for a value investors"  
[X Link](https://x.com/BrownMarubozu/status/2021436795754512857)  2026-02-11T04:11Z [----] followers, [----] engagements


"@ysteve747 @inthemoneypod I think $BN is well owned by the street"  
[X Link](https://x.com/BrownMarubozu/status/2021570067482190049)  2026-02-11T13:00Z [----] followers, [---] engagements


"@elou795 @DukeInShadows @inthemoneypod @baystreetamber She must have sold it then. Not mentioned yesterday"  
[X Link](https://x.com/BrownMarubozu/status/2021578007605809518)  2026-02-11T13:32Z [----] followers, [---] engagements


"@thebankzhar @Seawolfcap Such limited upside"  
[X Link](https://x.com/BrownMarubozu/status/2021703548413612370)  2026-02-11T21:51Z [----] followers, [---] engagements


"@HiddenPivots @thebankzhar @Seawolfcap Just the usual observation that shorts can only go down 100%. Nothing profound and Im sure he has an amazing track record"  
[X Link](https://x.com/BrownMarubozu/status/2021748249409790223)  2026-02-12T00:48Z [----] followers, [---] engagements


"@FredinHeaven4 Fairfax is special. I think the edge is variant perception understanding market structure and in the accounting"  
[X Link](https://x.com/BrownMarubozu/status/2021780004867387504)  2026-02-12T02:54Z [----] followers, [--] engagements


"@FredinHeaven4 Can you elaborate Im not clear on what you are trying to say"  
[X Link](https://x.com/BrownMarubozu/status/2021785926679097813)  2026-02-12T03:18Z [----] followers, [--] engagements


"Fairfax emerges as frontrunner to acquire governmentLIC stake in IDBI Bank - The Economic Times Presumably this is $FFH.TO $FIH.U and some partners acting in concert as its a $7B cheque. https://m.economictimes.com/industry/banking/finance/banking/fairfax-emerges-as-frontrunner-to-acquire-governmentlic-stake-in-idbi-bank/articleshow/125919779.cms https://m.economictimes.com/industry/banking/finance/banking/fairfax-emerges-as-frontrunner-to-acquire-governmentlic-stake-in-idbi-bank/articleshow/125919779.cms"  
[X Link](https://x.com/BrownMarubozu/status/1999306516403302844)  2025-12-12T02:33Z [----] followers, [----] engagements


"Pretty clear when investors write stuff like this that they dont really understand $FFH.TO s culture and how it generates returns. Maybe another [--] years of growing BVPS at 20%+ will change their minds. @BrownMarubozu @ACIPartnerhship Will admit that Prem Watsa is doing a good job at Fairfax but honestly wouldnt put the companys on the same footing @BrownMarubozu @ACIPartnerhship Will admit that Prem Watsa is doing a good job at Fairfax but honestly wouldnt put the companys on the same footing"  
[X Link](https://x.com/BrownMarubozu/status/2012198556619211026)  2026-01-16T16:21Z [----] followers, [----] engagements


"Some people are very bearish on underwriting. If the over/under on [----] CR for $FFH.TO is [----]. Who else is betting the over besides Jacob"  
[X Link](https://x.com/BrownMarubozu/status/2013062787543556489)  2026-01-19T01:35Z [----] followers, [----] engagements


"@BRuss008 $FFH.TO $FRFHF seems highly likely to be able to CAGR at 15% for the next [--] years. BVPS could CAGR a lot faster than that and the multiple should expand leaving high margin of safety"  
[X Link](https://x.com/BrownMarubozu/status/2016185955183374373)  2026-01-27T16:26Z [----] followers, [----] engagements


"2.5 years later and $FFH.TO is now in the lead $ELF.TO did a 100-1 split and I now own tiny $CSU.TO too. I think the sell off is more about market structure than AI. Quality started to underperform as ESG cracked and CSU didnt disappoint with narratives to encourage selling. Apparently there are only two stocks above $1000/sh on the TSX $CSU.TO and $FFH.TO. $ELF.TO would be there too if it wasnt for the special dividends and 60% discount to NAV. Who will make it to $10000/sh first https://t.co/0zoRxzKSef Apparently there are only two stocks above $1000/sh on the TSX $CSU.TO and $FFH.TO."  
[X Link](https://x.com/BrownMarubozu/status/2021729047621890507)  2026-02-11T23:32Z [----] followers, [----] engagements


"@Triviumpartnrs Hes never studied Berkshire or if he has like most of its shareholders he doesnt know where the returns come from"  
[X Link](https://x.com/BrownMarubozu/status/2022763715083301078)  2026-02-14T20:03Z [----] followers, [--] engagements


"Please check out my latest article in the Globe and Mail discussing $FFH.TO and why the recent sideways movement is an opportunity for long term investors. Why Fairfax shares have been struggling and are now due for a rebound https://t.co/3q8WUGyu4g Why Fairfax shares have been struggling and are now due for a rebound https://t.co/3q8WUGyu4g"  
[X Link](https://x.com/BrownMarubozu/status/1998181267406487634)  2025-12-09T00:01Z [----] followers, 26.1K engagements


"Apple link seems to work for free: https://stocks.apple.com/A6rV0uvuFS2u6nZTJI6BIVg https://stocks.apple.com/A6rV0uvuFS2u6nZTJI6BIVg"  
[X Link](https://x.com/BrownMarubozu/status/1998214073578815583)  2025-12-09T02:12Z [----] followers, [----] engagements


"Here are some pictures supporting the article on $FFH.TO measured against the other Canadian P&Cs $IFC.TO $DFY.TO and $TSU.TO. Please check out my latest article in the Globe and Mail discussing $FFH.TO and why the recent sideways movement is an opportunity for long term investors. Please check out my latest article in the Globe and Mail discussing $FFH.TO and why the recent sideways movement is an opportunity for long term investors"  
[X Link](https://x.com/BrownMarubozu/status/1998432221783327150)  2025-12-09T16:39Z [----] followers, [----] engagements


"This is not a knock on their strategy by any means. Factor investing has worked great and value isnt a factor that matters as much as earnings momentum which is presumably why $NFLX and $ORCL are on the cusp of entering the portfolio but $FFH.TO isnt in the discussion"  
[X Link](https://x.com/BrownMarubozu/status/1998819075129020511)  2025-12-10T18:16Z [----] followers, [----] engagements


"@Sitting_Duc I think its safe to assume they will use partners. The structure will be interesting because if its a GP/LP structure where $FIH.U earns fees it may offset some or all of the fees that FIH pays $FFH.TO"  
[X Link](https://x.com/BrownMarubozu/status/1999525323612750272)  2025-12-12T17:02Z [----] followers, [---] engagements


"$BRK had a 28% CAGR from this date in 1993-1998. If you had to make a bet on $FFH.TO $FRFHF for the next five years would you bet over/under that return and what does your analysis look like The last [--] years has been a remarkable 40% CAGR. A nice quote in the article about $FFH.TO from our very own @cfrischer1 https://t.co/hGtn0oSjCG A nice quote in the article about $FFH.TO from our very own @cfrischer1 https://t.co/hGtn0oSjCG"  
[X Link](https://x.com/BrownMarubozu/status/1999906055795388872)  2025-12-13T18:15Z [----] followers, 14.3K engagements


"WEFs cost base in $GFR.TO is $8 if my calculations are correct. One can buy it at a 25% discount and unlike WEF IIIs 77.5% LP $FFH.TO not pay fees. This is a good one for all the $FIH.U holders grumpy about performance fees as its an opportunity to sidecar on Prems dime. Despite the general oil price weakness this is probably a good week to pick up $GFR $GFR.TO if so inclined as the rights issue expires tomorrow. Everyone who wanted to sell will have sold and $SCR.TO holders who are fans of WEF should have some cash to invest next week. https://t.co/kxAoanlCdO Despite the general oil price"  
[X Link](https://x.com/BrownMarubozu/status/2000715466797388194)  2025-12-15T23:51Z [----] followers, [----] engagements


"$CLS.TO has been a disaster to the extent it was accumulated over the last two weeks before inclusion in the [--] at the close tonight. $FFH.TO has done better and I suspect will do pretty well on the close tonight but then again Im constantly surprised by sellers. It actually happened. $FFH.TO and $CLS.TO both added to the S&P/TSX [--] while $AQN and $CAR.UN removed. It will be interesting what the impact will be. Clearly a lot of investors didnt want to own insurance with USD exposure today $SCR.TO also added to the Composite. https://t.co/41EcxO8gg1 It actually happened. $FFH.TO and $CLS.TO"  
[X Link](https://x.com/BrownMarubozu/status/2002022343422488785)  2025-12-19T14:24Z [----] followers, [----] engagements


"An incredible resource provided at no cost by @VikingVan100 for any investor interested in $FFH.TO Updated my Fairfax book (800 pages). Chapters [--] (intro) & [--] (earnings) edited. New material added. With lots of help from others like @BrownMarubozu. Click the link to get a free copy. Companion Excel document (with models) also there. $FFH.TO $BRK $MKL https://t.co/DJ0zmCP4s5 Updated my Fairfax book (800 pages). Chapters [--] (intro) & [--] (earnings) edited. New material added. With lots of help from others like @BrownMarubozu. Click the link to get a free copy. Companion Excel document (with"  
[X Link](https://x.com/BrownMarubozu/status/2003146664060789111)  2025-12-22T16:52Z [----] followers, [----] engagements


"@FalakKalyani @iancassel @nevergr33dy Have you looked at $FFH.TO or $ELF.TO Both are built to buy the dip which seems like a better place to be vs the index. FFH is effectively a 3:1 levered 33-67 portfolio and ELF owns $VOO and other global quality growth stocks via $UNC.TO and $EVT.TO at a 30% discount to market"  
[X Link](https://x.com/BrownMarubozu/status/2004608356632379812)  2025-12-26T17:40Z [----] followers, [----] engagements


"@SaladTopia I dont have an informed opinion but its hard to beat $FFH.TO given the inherent leverage and margin of safety"  
[X Link](https://x.com/BrownMarubozu/status/2007829820982567186)  2026-01-04T15:01Z [----] followers, [---] engagements


"I think its great that $FFH.TO gets attention for its $UA stake but as @cfrischer1 pointed out to me yesterday the gain in $EUROB yesterday (it was up 5%+) was worth more to FFH than the entire UA position. Fairfax Financial's big stake purchase in the struggling retailer Under Armour Inc. marks another step in the insurance firm's playbook of being "Canada's Berkshire Hathaway". More in my latest for @business: https://t.co/FzfvMWNLxk Fairfax Financial's big stake purchase in the struggling retailer Under Armour Inc. marks another step in the insurance firm's playbook of being "Canada's"  
[X Link](https://x.com/BrownMarubozu/status/2009620475438330290)  2026-01-09T13:37Z [----] followers, [----] engagements


"@BillBrewsterTBB @cfrischer1 I think its a mistake for investors to project their investment style on to $FFH.TO. There will be mistakes for sure but returns on the portfolio are solid. With $UA in particular long term partner BDT Capital also owns 15% and is tight with founder/CEO. Another jockey bet"  
[X Link](https://x.com/BrownMarubozu/status/2009626859299013053)  2026-01-09T14:02Z [----] followers, [----] engagements


"@MrDavidThomas @cfrischer1 @cfrischer1 and often talk about much investors would laud $BRK if it had done the #GODIGIT deal instead of $FFH.TO. I think it has to do with investment style. Investors cant imagine owning what Fairfax owns in their own portfolios so focus on mistakes instead of returns"  
[X Link](https://x.com/BrownMarubozu/status/2010474578464686432)  2026-01-11T22:11Z [----] followers, [---] engagements


"@DilksJay @F_Compounders $FFH.TO is still very cheap vs $MKL and $BRK given they trade at similar P/B multiples but $FRFHF has much higher expected ROE. Fairfax is Canadian but its much more global than Berkshire or Markel with its biggest insurance subsidiaries in the US"  
[X Link](https://x.com/BrownMarubozu/status/2012196254088900982)  2026-01-16T16:12Z [----] followers, [---] engagements


"With the recent regulatory changes $FFH.TO converts in Digit should become equity allowing them to fully consolidate it going forward. 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. 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"  
[X Link](https://x.com/BrownMarubozu/status/2012247640356823506)  2026-01-16T19:36Z [----] followers, [----] engagements


"How I think about $FFH.TO over the short term. If long rates go up significantly there will be unrealized losses on the bond portfolio but given short duration that will be more than made up for in the harder insurance market and reinvestment yields. @antoniombbf @VikingVan100 @F_Compounders @ACIPartnerhship I added as recently as Friday so definitely dont think its the top. Its actually a 10% discount from recent highs with some near term catalysts. In the next [--] months there are [--] earnings reports likely sending BV higher by $100+ in total the shareholder letter and the AGM. @antoniombbf"  
[X Link](https://x.com/BrownMarubozu/status/2013012355097993545)  2026-01-18T22:15Z [----] followers, [----] engagements


"@MarcHogue2 @antoniombbf @VikingVan100 @F_Compounders @ACIPartnerhship Each security is idiosyncratic but in $FFH.TO s case $FRFHF is the exact same stock. The key is just to use limits if trading"  
[X Link](https://x.com/BrownMarubozu/status/2013051384350769596)  2026-01-19T00:50Z [----] followers, [---] engagements


"The accounting impact of buybacks is interesting. Buybacks BV push BVPS lower but since buybacks have no impact on earnings power (all else being equal) forward ROE ticks up. So was the market efficient then or now since $FFH.TO trades at the same multiple. Today we explore capital allocation and share buybacks. For the theory we look to Buffet for guidance. For a real world example we look to Fairfax - management has been putting on a clinic. Click the link to read our long-form post. $FFH.TO $FRFHF $BRK https://t.co/qE1ZwiXF6Y Today we explore capital allocation and share buybacks. For the"  
[X Link](https://x.com/BrownMarubozu/status/2014102741539274842)  2026-01-21T22:28Z [----] followers, [----] engagements


"BMO downgrades $FFH.TO to market perform w/ a PT of C$2500 based on 1.45x FTM BV and 9.5x P/E. They think operating income is challenged in a softening insurance market and expect no investment income growth. They also think investments gains are unlikely to continue. Does anyone know if BMO put out another note this morning $FFH.TO Does anyone know if BMO put out another note this morning $FFH.TO"  
[X Link](https://x.com/BrownMarubozu/status/2014137452588417479)  2026-01-22T00:46Z [----] followers, [----] engagements


"So $FFH.TO owns 69m shares of $UAA and $UA which has a very high short interest and a very tight float. 69.420m would have been perfect 😂 Will be fun if it gets memed. Here is the last many $UA insider purchases https://t.co/cBhhkIaCJE Here is the last many $UA insider purchases https://t.co/cBhhkIaCJE"  
[X Link](https://x.com/BrownMarubozu/status/2014170917841117351)  2026-01-22T02:59Z [----] followers, [----] engagements


"A reminder that $FFH.TO owns 49% of $EXCE and will equity account for the earnings whatever they may be. Based on Tims letter they could be material. Cedar Creek Partners [----] year end letter released. Fund returned 29.6% net of fees and expenses in [----]. $SODI $ENDI $PHIG $EXCE $FIEB $SKLB $FLFG $PROM $PDRX https://t.co/d794sYsHAT Cedar Creek Partners [----] year end letter released. Fund returned 29.6% net of fees and expenses in [----]. $SODI $ENDI $PHIG $EXCE $FIEB $SKLB $FLFG $PROM $PDRX https://t.co/d794sYsHAT"  
[X Link](https://x.com/BrownMarubozu/status/2014178982783054205)  2026-01-22T03:31Z [----] followers, [----] engagements


"An accounting expert should be able to understand how hard it is for ROE to average below 15% at $FFH.TO over the next [--] years but Sams process suggests he doesnt do his own modelling and focuses on the narrative. An opportunity for those who invest for absolute returns. 🚨NEW EPISODE 🚨 A Brutally Honest Reality Check on Some of Your Favourite Stocks Sam LaBell of Veritas gives his take on Shopify Constellation Software Fairfax and much more $SHOP $FFH.to $CSU.to Listen here: https://t.co/R8pyeqTV0c https://t.co/i5Wwe9TukD 🚨NEW EPISODE 🚨 A Brutally Honest Reality Check on Some of Your"  
[X Link](https://x.com/BrownMarubozu/status/2016178341628317745)  2026-01-27T15:55Z [----] followers, [----] engagements


"$FFH.TO two of three largest public market positions continue to do very well this year with the exception of the TRS. $EUROB had its outlook upgraded by S&P today and $ORLA had very strong operating results last week"  
[X Link](https://x.com/BrownMarubozu/status/2016234690974187796)  2026-01-27T19:39Z [----] followers, [----] engagements


"Its amazing how many things I can find to disagree with Sam on in this one minute clip. The only thing we agree on is that $FFH.TO was priced for an under 15% ROE last year. Fairfax has been under pressure recently down 14% in [----] Sam LaBell explains why he sold Canada's Berkshire Hathaway recently $FFH.to Watch the full episode: https://t.co/R8pyeqTV0c https://t.co/JY1xwJEFl1 Fairfax has been under pressure recently down 14% in [----] Sam LaBell explains why he sold Canada's Berkshire Hathaway recently $FFH.to Watch the full episode: https://t.co/R8pyeqTV0c https://t.co/JY1xwJEFl1"  
[X Link](https://x.com/BrownMarubozu/status/2016339431892853118)  2026-01-28T02:35Z [----] followers, [----] engagements


"$FFH.TO is being sold by Canadian funds like its just another Canadian insurer $IFC.TO $DFY.TO but its not. Its actually pretty unique despite similarities to $BRK $MKL $WRB. A decent long short trade I probably would have had on back in the day. Check back post Q1 results"  
[X Link](https://x.com/BrownMarubozu/status/2017758974171357236)  2026-02-01T00:36Z [----] followers, [----] engagements


"$FFH.TO holding $AGTF.TO announced its IPO on Friday after the close. A co-founder/employees and potentially OMERS are sellers. FFH is exercising warrants at C$22.50 with proceeds used to repay debt to itself. CEO and FFH are locked up. Small position big business"  
[X Link](https://x.com/BrownMarubozu/status/2018160007980655061)  2026-02-02T03:10Z [----] followers, [----] engagements


"Cool thing about $GFR.TO $GFR is that almost every one that wanted to sell sold before the rights issue. Should have a lot of beta to oil as the multiple expands on flows. Float is tight as WEF III owns over 70%. remember $GFR the canadian oil sands play thats basically free Yeah that's about to break out from a nice reversal rectangle bottom that's BULLISH. https://t.co/99eOOa8j2P remember $GFR the canadian oil sands play thats basically free Yeah that's about to break out from a nice reversal rectangle bottom that's BULLISH. https://t.co/99eOOa8j2P"  
[X Link](https://x.com/BrownMarubozu/status/2018522514100789515)  2026-02-03T03:10Z [----] followers, [----] engagements


"I think it makes more sense for $GFR.TO. If its an all stock deal it could result in index inclusion which might accelerate the rerating. A recent VIC on $GFR suggested KNOCs Blackgold as well. I think Grizzly Oil might be a possible addition at some point too. In my view these guys will be next to get acquired by $SCR.TO Strathcona Resources. The Dec-25 reported monthly OIL production rate for CONNACHER OIL AND GAS LIMITED GREAT DIVIDE SAGD asset was [-----] bbl/d. Previous month oil production was [-----] bbl/d yielding change in https://t.co/A50vRKzsGt In my view these guys will be next to get"  
[X Link](https://x.com/BrownMarubozu/status/2018802831378276541)  2026-02-03T21:44Z [----] followers, [----] engagements


"@petrolengg @NigelWoodman @mihaljevic Yup. Shareholders letter is very informative"  
[X Link](https://x.com/BrownMarubozu/status/2019856446859489675)  2026-02-06T19:31Z [----] followers, [---] engagements


"@cfrischer1 told me in the 90s $BRK would be in the WSJ every week because of how active they were. $FFH.TO is in the midst of IPOing $AGTF.TO BIAL trying to buy IDBI scooping up $UA and getting a holding $FOM.TO taken out with no press coverage"  
[X Link](https://x.com/BrownMarubozu/status/2019858364302602377)  2026-02-06T19:38Z [----] followers, [----] engagements


"$FIH.U $FFH.TO This deal has the potential to be transformational for FIH especially if it includes a GP/LP structure with it as the GP and FFH along with other investors as LPs. The fees earned could offset fees paid to FFH which is a hang up for value investors. #FairfaxFinancial and #EmiratesNBD submit bids for #IDBIBank disinvestment: Sources @_RituSingh https://t.co/80hv6NlOUT #FairfaxFinancial and #EmiratesNBD submit bids for #IDBIBank disinvestment: Sources @_RituSingh https://t.co/80hv6NlOUT"  
[X Link](https://x.com/BrownMarubozu/status/2020370813581664347)  2026-02-08T05:35Z [----] followers, [----] engagements


"Fairfax Centre for Free Enterprise $FFH.TO $FIH.U Indias growth depends on staying open while being secure. A risk-based transparent FDI regime rather than blanket restrictions like Press Note [--] will safeguard national security while attracting global capital technology and jobs. Predictability transparency and clear https://t.co/BthZPQaqc5 Indias growth depends on staying open while being secure. A risk-based transparent FDI regime rather than blanket restrictions like Press Note [--] will safeguard national security while attracting global capital technology and jobs. Predictability"  
[X Link](https://x.com/BrownMarubozu/status/2020852601529532726)  2026-02-09T13:29Z [----] followers, [----] engagements


"$FFH.TO bought back 60k shares and cancelled 55k shares in January paying as high as C$2400. $FFH.TO bought back and cancelled almost 90k shares in December following a very aggressive November. It looks like they turned off the buyback after the index add announcement but responded to a block the week of the add. https://t.co/4AK06yrItD $FFH.TO bought back and cancelled almost 90k shares in December following a very aggressive November. It looks like they turned off the buyback after the index add announcement but responded to a block the week of the add. https://t.co/4AK06yrItD"  
[X Link](https://x.com/BrownMarubozu/status/2020899294790738163)  2026-02-09T16:35Z [----] followers, [----] engagements


"$FFH.TO making a small investment in $CVW.V"  
[X Link](https://x.com/BrownMarubozu/status/2021206557573202042)  2026-02-10T12:56Z [----] followers, [----] engagements


"I put on a small $DUOL trade yesterday after listening. I am simpatico with a number of @AKWilk s views on market structure and enjoyed the podcast. I thought the discussion about culture applies to $FFH.TO as well. Its edge that is more than free in the stock. Great @BillBrewsterTBB podcast with @AKWilk. Bill brings out the best in Adam 👊 https://t.co/OYVzE6OTT0 Great @BillBrewsterTBB podcast with @AKWilk. Bill brings out the best in Adam 👊 https://t.co/OYVzE6OTT0"  
[X Link](https://x.com/BrownMarubozu/status/2021272666372506083)  2026-02-10T17:18Z [----] followers, [----] engagements


"@DukeInShadows @inthemoneypod @baystreetamber Im just sad she doesnt own $FFH.TO herself"  
[X Link](https://x.com/BrownMarubozu/status/2021569896048361809)  2026-02-11T12:59Z [----] followers, [---] engagements


"$IFC.TO numbers look strong. If the market likes it it could pull up $DFY.TO and $FFH.TO too. P&C has underperformed financials $XFN.TO and banks $ZEB.TO especially since the middle of last year pretty dramatically. Looks like $IFC.TO missed their revenue estimates but they crushed the estimates for adjusted EPS. They did an 11% dividend increase which is nice - although not super. I wonder what the market will do with this The revenue miss will probably be concerning - although I see it Looks like $IFC.TO missed their revenue estimates but they crushed the estimates for adjusted EPS. They"  
[X Link](https://x.com/BrownMarubozu/status/2021579181348241527)  2026-02-11T13:36Z [----] followers, [----] engagements


"@petrolengg I think next Thursday after the close. Should find out tomorrow after the close"  
[X Link](https://x.com/BrownMarubozu/status/2022077756922872317)  2026-02-12T22:38Z [----] followers, [---] engagements


"@amuuhasuo @yummyCenturyEgg @CalgaryLeveen @23Titan31 The short interest is high b/c quants need liquid shorts and $NN doesnt screen well. The shorts more than offset ETF ownership. I guess you arent a contrarian either"  
[X Link](https://x.com/BrownMarubozu/status/2022525540666577343)  2026-02-14T04:17Z [----] followers, [---] engagements


"@amuuhasuo @yummyCenturyEgg @CalgaryLeveen @23Titan31 Your lack of understanding of market structure comes through in your question. The short interest ratio is more important than the % of float as it measures how quickly shorts can cover theoretically. Find a list of 10+ short interest ratios most wont screen well for quality"  
[X Link](https://x.com/BrownMarubozu/status/2022621923146875371)  2026-02-14T10:40Z [----] followers, [--] engagements


"$FFH.TO shareholder expectations are high. Analysts expectations are not. On a full year basis they expect FTM TTM which has been consistent except for brief moments over the past [--] years. $FFH.TO https://t.co/il8ECtUVzf $FFH.TO https://t.co/il8ECtUVzf"  
[X Link](https://x.com/BrownMarubozu/status/2022742405108371564)  2026-02-14T18:39Z [----] followers, [----] engagements


"@ohcapideas Analysts are most bullish on Q425"  
[X Link](https://x.com/BrownMarubozu/status/2022747191438184612)  2026-02-14T18:58Z [----] followers, [---] engagements


"I think this was true for a lot of traders especially at L/S funds. But it doesnt apply to a long term investor like Buffett. He bought high return companies at low valuations and benefited from float leverage and multiple expansion. JUST IN: Chamath Palihapitiya makes a big claim that Warren Buffetts insane pre [----] returns may have benefited from access to information asymmetry not available to the public Here's what he had to say: "In [----] we introduced the law called Reg FD. And what was the point of https://t.co/8RauZBVVbQ JUST IN: Chamath Palihapitiya makes a big claim that Warren"  
[X Link](https://x.com/BrownMarubozu/status/2022753713505317213)  2026-02-14T19:24Z [----] followers, [----] engagements


"One way to measure intrinsic value that I call the Buffett method is to add BVPS + FPS (float per share). $FFH.TO trades at a giant discount using this methodology while $BRK trades at a premium. Another way to gauge a fair P/B multiple is to compare to ROE. $BRK $FFH Finally at Berkshire investments represent 63% of the share price versus 181% at Fairfax. I think Brandons decision to focus on Fairfax as heir to Berkshire continues to make great sense to me. https://t.co/Bw4I2diZJj $BRK $FFH Finally at Berkshire investments represent 63% of the share price versus 181% at Fairfax. I think"  
[X Link](https://x.com/BrownMarubozu/status/2012242956275634673)  2026-01-16T19:18Z [----] followers, [----] engagements


"@antoniombbf @VikingVan100 @F_Compounders @ACIPartnerhship $FFH.TO has a higher investment to equity ratio. Its the main reason that expected returns are higher for it vs $MKL. It also has a much cheaper equity portfolio which helps boost returns as a big chunk of the portfolio is equity accounted for or consolidated"  
[X Link](https://x.com/BrownMarubozu/status/2012867344557543605)  2026-01-18T12:39Z [----] followers, [----] engagements


"$FFH.TO Bought last week but filing today Prem Watsa bought more $UA at $5.77 https://t.co/uODcCofQ57 Bought last week but filing today Prem Watsa bought more $UA at $5.77 https://t.co/uODcCofQ57"  
[X Link](https://x.com/BrownMarubozu/status/2014166173240213896)  2026-01-22T02:40Z [----] followers, [----] engagements


"Hey @chamath how did Hamblin Watsa keep kicking ass at $FFH.TO post reg FD when they are in the same business as Warren Buffett and $BRK JUST IN: Chamath Palihapitiya makes a big claim that Warren Buffetts insane pre [----] returns may have benefited from access to information asymmetry not available to the public Here's what he had to say: "In [----] we introduced the law called Reg FD. And what was the point of https://t.co/8RauZBVVbQ JUST IN: Chamath Palihapitiya makes a big claim that Warren Buffetts insane pre [----] returns may have benefited from access to information asymmetry not available"  
[X Link](https://x.com/BrownMarubozu/status/2022766640081825801)  2026-02-14T20:15Z [----] followers, [----] engagements

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