[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.] #  @VikingVan100 Viking Vancouver Viking Vancouver posts on X about $ffhto, $frfhf, $brk, stocks the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1677813362372255744/interactions)  - X Week XXXXXX -XX% - X Month XXXXXX -XX% - X Months XXXXXXX +78% - X Year XXXXXXX +28% ### Mentions: X [#](/creator/twitter::1677813362372255744/posts_active)  - X Week XX +2.30% - X Month XX +74% - X Months XXX +53% - X Year XXX +93% ### Followers: XXXXX [#](/creator/twitter::1677813362372255744/followers)  - X Week XXXXX +0.52% - X Month XXXXX +1.80% - X Months XXXXX +23% - X Year XXXXX +40% ### CreatorRank: undefined [#](/creator/twitter::1677813362372255744/influencer_rank)  ### Social Influence [#](/creator/twitter::1677813362372255744/influence) --- **Social category influence** [travel destinations](/list/travel-destinations) XXXXX% [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [$ffhto](/topic/$ffhto) 73.08%, [$frfhf](/topic/$frfhf) 21.15%, [$brk](/topic/$brk) 21.15%, [stocks](/topic/stocks) 17.31%, [$mkl](/topic/$mkl) 13.46%, [$eurobat](/topic/$eurobat) 9.62%, [investment](/topic/investment) 7.69%, [$cb](/topic/$cb) 5.77%, [$wrb](/topic/$wrb) 5.77%, [$olato](/topic/$olato) XXXX% **Top accounts mentioned or mentioned by** [@brownmarubozu](/creator/undefined) [@ambroise23968](/creator/undefined) [@cedarreseach](/creator/undefined) [@equityalpha](/creator/undefined) [@jackfarley96](/creator/undefined) [@ajbutton2](/creator/undefined) [@doublebench](/creator/undefined) [@noalegacy](/creator/undefined) [@burgandfan](/creator/undefined) [@nickcortellucci](/creator/undefined) [@tidefallcapital](/creator/undefined) [@justinhayes_](/creator/undefined) [@somerealthought](/creator/undefined) [@equity_alpha_](/creator/undefined) [@bridgingtonhol](/creator/undefined) [@rorschachstocks](/creator/undefined) [@andrewcoye](/creator/undefined) **Top assets mentioned** [Markel, Corp. (MKL)](/topic/$mkl) [Cheeseball (CB)](/topic/$cb) [W R Berkley Corp (WRB)](/topic/$wrb) [Orla Mining Ltd. (ORLA)](/topic/$orla) [CVS Health Corp (CVS)](/topic/cvs) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) ### Top Social Posts [#](/creator/twitter::1677813362372255744/posts) --- Top posts by engagements in the last XX hours "None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1941565651124167081) 2025-07-05 18:31:38 UTC 2717 followers, 1266 engagements "In Q1 2025 Fairfax's equity holdings (that I track) increased in value by about $785m to $23.2b. Solid start to the year. Big gainers Eurobank Orla Mining (gold) FFH-TRS Metlen FFH India & CVS. Click the link for details. $FFH.TO $EUROB.AT $OLA.TO"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1907089323750744285) 2025-04-01 15:15:01 UTC 2717 followers, 3645 engagements "None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1937266306367262955) 2025-06-23 21:47:34 UTC 2717 followers, XXX engagements "Berkshire Hathaway shareholders are the GOATS of retail investors. Over the past XX yrs they made the big money - generational wealth for their families. How did they do it That is what we explore in our post today. Click the link for more. $BRK $FFH.TO"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1938307343739162843) 2025-06-26 18:44:17 UTC 2717 followers, 3024 engagements "The Greek Freak (Eurobank) is making a strong push to be MVP of Fairfax's equity holdings in 2025. The MV of $EUROB.AT is up $908m in Q2 (currency is a tailwind). Since inception the total return from this investment is about $3.34b. Excess of FV over MV is about $1.6b. $FFH.TO"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1939812337898397757) 2025-06-30 22:24:35 UTC 2717 followers, 3184 engagements "Here is my question for those who follow $BRK closely. Does Buffett also use an 'LBO light' model when it comes to taking companies private For example when he took BNSF private in 2009 was part of the purchase price paid from an increase in borrowings at NBSF $FFH.TO"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1932141941879369752) 2025-06-09 18:25:11 UTC 2717 followers, 1134 engagements "@Equity_Alpha_ The short answer is I don't know what the appropriate P/BV multiple is for Fairfax today. I am confident the historical numbers (BV and multiple) are understated/too low (perhaps by a lot). $FFH.TO is still in the midst of a historic transformation. We are learning more each year"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1937627179271225501) 2025-06-24 21:41:33 UTC 2717 followers, XXX engagements "Today we continue to explore the concept of leverage. And what it means for Fairfax. To see what we can learn. In part X we review X recent examples of how Fairfax has used leverage to boost returns for shareholders. Click the link to read more. $FFH.TO"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1930718080382181709) 2025-06-05 20:07:16 UTC 2717 followers, 2300 engagements "None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1932137624585814080) 2025-06-09 18:08:01 UTC 2717 followers, XXX engagements "What kind of a value investor is Fairfax Graham Buffett Templeton Singleton or Lynch That is the topic we will explore in our post today. Click the link to read more. $FFH.TO $BRK $MKL $CB $WRB"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1937266173110063144) 2025-06-23 21:47:02 UTC 2717 followers, 1951 engagements "My PDF/book on Fairfax has been updated (650 pages). New posts have been added. Chapters X (earnings) and XX (equities) have been updated. Click the link to get a copy. The companion Excel document with models is also there. $FFH.TO $BRK $MKL $CB $WRB"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1907500313785037263) 2025-04-02 18:28:09 UTC 2717 followers, 3731 engagements "@JackFarley96 Being really good at something generally requires X things: an edge + concentration. A few of us odd ducks backed up the truck on $FFH.TO in late 2020. Since then we have put in the work (doing something we enjoy). The financial rewards have been life changing. Crazy Perhaps"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1931467926286340348) 2025-06-07 21:46:53 UTC 2717 followers, 1055 engagements "None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1940097015238861008) 2025-07-01 17:15:48 UTC 2717 followers, 1094 engagements "Fairfax's equity portfolio continues to perform very well in QTD-Q2. The equities I track are up $1.6b or $XX per Fairfax share (pre-tax). Mark to market increase is $700m or $32/sh. This doesn't include gains from Digit. Currency is a tailwind $FFH.TO $EUROB.AT $OLA.TO $MYTIL.AT"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1930753664156836159) 2025-06-05 22:28:39 UTC 2717 followers, 5980 engagements "How is Fairfax's equity portfolio performing QTD in Q2-2025 Very well. To May XX it has increased in size from $23.2b to $24.2b. It is up about $988m or $46/share (pre-tax). The two largest holdings Eurobank and FFH-TRS are the two stars. International is doing well. $FFH.TO"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1925320335869845519) 2025-05-21 22:38:33 UTC 2717 followers, 4770 engagements "@AJButton2 @BrownMarubozu Here is the link to get a copy my PDF/book on Fairfax (660 pages). It also has my Excel workbook with XX tabs of info on the company. I have had lots of help from others like @BrownMarubozu and posters at the Corner of Berkshire and Fairfax. $FFH.TO"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1931190484506153309) 2025-06-07 03:24:25 UTC 2717 followers, 2227 engagements ""The bear case is easy. The bull case is hard. Always has been always will be." This has been especially true for Fairfax and its improbable run over the past X years. And it continues to be true today. Investors beware. $FFH.TO $FRFHF"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1937624309041865134) 2025-06-24 21:30:09 UTC 2717 followers, 5074 engagements "@BrownMarubozu Perhaps the key to debating $BRK vs $FFH.TO is clarifying first what the problem is one is trying to solve for. It looks to me like many $BRK shareholders are focussed primarily on capital preservation. On the other hand many $FFH.TO shareholders appear focussed on total return"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1925677985782255790) 2025-05-22 22:19:43 UTC 2717 followers, XXX engagements "How is Fairfax's investment in Metlen performing Very well. Fairfax invested about $250m. Today it has a MV of $650m an increase of $400m (not including div or interest on exch bonds). On Aug X 2025 Melten will IPO on the LSE (strong candidate to be added to FTSE100). $FFH.TO"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1942662247341604908) 2025-07-08 19:09:07 UTC 2717 followers, 3036 engagements "Fairfaxs #2 equity holding is the total return swaps - giving it exposure to XXXX million $FFH.TO shares. The investment has increased in value by about $2.54b over the past XXX years. Is it really a stealth share buyback Click the link to learn more"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1927480891942502879) 2025-05-27 21:43:50 UTC 2717 followers, 3215 engagements "Fairfax is set to report stellar earnings for Q2. The MV of their largest holding Eurobank is up about $900m in Q2. And because it is an associate holding none of that gain will be captured in Fairfax's reported results. does that mean the gain did not happen $FFH.TO $BRK"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1943391927023579296) 2025-07-10 19:28:36 UTC 2717 followers, 4400 engagements "None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1938307737504649563) 2025-06-26 18:45:51 UTC 2717 followers, XXX engagements "How is Fairfax using leverage What does it teach us about the company With our fourth post we discuss non-financial leverage. Exploiting both float and human capital was Berkshire Hathaways secret sauce. Click the link to read more. $FFH.TO $BRK"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1932881982213759218) 2025-06-11 19:25:50 UTC 2717 followers, 2106 engagements "Markel was responsible for Fairfaxs entry into the P/C insur bus XX yrs ago. In 1985 Hamblin Watsa (via The Sixty Two Invest Co) made their first P/C ins purchase - a control stake in Markel Financial (Cda). Prem could have written this letter today. Impressive. $FFH.TO $MKL"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1888505497428406339) 2025-02-09 08:29:31 UTC 2717 followers, 6448 engagements "@BrownMarubozu What is better than Fairfax buying back a bunch of its own stock When both Fairfax and its largest equity holding - Eurobank - are both buy back a bunch of their own stock. Solid capital allocation. $FFH.TO $EUROB.AT"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1925011243796201655) 2025-05-21 02:10:20 UTC 2717 followers, 1411 engagements "Happy Canada Day In Q2 2025 Fairfax's equity holdings (that I track) increased in value about $2.0b to $25.1b. Big gainers Eurobank FFH-TRS Metlen TCI FIH Orla. Excess of FV over CV = $2.7b or $126/sh (pre-tax). Click the link for details. $FFH.TO"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1940095526684566019) 2025-07-01 17:09:53 UTC 2717 followers, 3257 engagements "None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1944105839654318274) 2025-07-12 18:45:26 UTC 2717 followers, XXX engagements "My PDF/book on Fairfax has been updated (680 pages). New posts have been added. I've had lots of help from others like @BrownMarubozu. Click the link to get a free copy. The companion Excel document with models is also there. $FFH.TO $BRK $MKL $CB $WRB"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1931213367311778292) 2025-06-07 04:55:21 UTC 2717 followers, 29.3K engagements "The perfect stock today has two characteristics: 1.) Defensive: poised to deliver certainty (not impacted by tariffs or a slowing economy) 2.) Offensive: poised to capitalize on volatility (proven best-in-class capital allocator). Who Fairfax Financial. $FFH.TO $BRK $MKL"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1911551641012281483) 2025-04-13 22:46:40 UTC 2717 followers, 5447 engagements "Today we continue our exploration of the concept of leverage. How is Fairfax using leverage What does it teach us about the company With our third post on the topic we discuss embedded leverage. Click the link to read more. $FFH.TO $BRK $MKL"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1932137106559975774) 2025-06-09 18:05:58 UTC 2717 followers, 2996 engagements "Has Eurobank quietly become Fairfaxs best equity investment ever It has delivered a total return from inception (Dec 2014) of about $2.86b. The entire return has come over the last XXX years. At 2.66/share is still undervalued. Welcome to new $FFH.TO"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1925568253046472865) 2025-05-22 15:03:41 UTC 2717 followers, 3220 engagements "As a follow up to my previous post below is the math on the 900m increase in the MV of Fairfax's position in Eurobank in Q2. And XX days into July the position is up another $300m. All Greek banks are getting re-rated higher. Weak US$ is another tailwind. $FFH.TO $EUROB.AT"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1943424551079285223) 2025-07-10 21:38:14 UTC 2717 followers, 2546 engagements "Is it time to sell Fairfax In our post today we explore the 'When to sell' question that all investors face. We get help from Philip Fisher a mentor to Warren Buffett and one of the GOATs. Click the link to read our long-form post. $FFH.TO $BRK $MKL"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1941565498166235254) 2025-07-05 18:31:01 UTC 2717 followers, 8951 engagements "None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1932882135498825962) 2025-06-11 19:26:26 UTC 2717 followers, XXX engagements "None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1942662513017151905) 2025-07-08 19:10:10 UTC 2717 followers, XXX engagements "Grow P/C Insurance by Acquisition (2015-2017) Fortune Favours the Bold'. What did Fairfax do Where did the money come from XX years later was this a good decision for long term shareholders Click the link to read our long-form post. $FFH.TO $FRFHF"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1944105633747480721) 2025-07-12 18:44:37 UTC 2717 followers, 1820 engagements "None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1931213587076599991) 2025-06-07 04:56:14 UTC 2717 followers, 1790 engagements "For those who don't follow the basketball Giannis Antetokounmpo was born and raised in Athens Greece. He was MVP of the NBA in 2019 and 2020. He is affectionately know as the Greek freak. $FFH.TO $EURO.AB"  [@VikingVan100](/creator/x/VikingVan100) on [X](/post/tweet/1939818658014065114) 2025-06-30 22:49:42 UTC 2717 followers, 1590 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.]
@VikingVan100 Viking Vancouver
Viking Vancouver posts on X about $ffhto, $frfhf, $brk, stocks the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +78%
- X Year XXXXXXX +28%
Mentions: X #
- X Week XX +2.30%
- X Month XX +74%
- X Months XXX +53%
- X Year XXX +93%
Followers: XXXXX #
- X Week XXXXX +0.52%
- X Month XXXXX +1.80%
- X Months XXXXX +23%
- X Year XXXXX +40%
CreatorRank: undefined #
Social Influence #
Social category influence travel destinations XXXXX% finance XXXXX% stocks XXXXX% countries XXXX% cryptocurrencies XXXX%
Social topic influence $ffhto 73.08%, $frfhf 21.15%, $brk 21.15%, stocks 17.31%, $mkl 13.46%, $eurobat 9.62%, investment 7.69%, $cb 5.77%, $wrb 5.77%, $olato XXXX%
Top accounts mentioned or mentioned by @brownmarubozu @ambroise23968 @cedarreseach @equityalpha @jackfarley96 @ajbutton2 @doublebench @noalegacy @burgandfan @nickcortellucci @tidefallcapital @justinhayes_ @somerealthought @equity_alpha_ @bridgingtonhol @rorschachstocks @andrewcoye
Top assets mentioned Markel, Corp. (MKL) Cheeseball (CB) W R Berkley Corp (WRB) Orla Mining Ltd. (ORLA) CVS Health Corp (CVS) Berkshire Hathaway Inc. (BRK.A)
Top Social Posts #
Top posts by engagements in the last XX hours
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF"
@VikingVan100 on X 2025-07-05 18:31:38 UTC 2717 followers, 1266 engagements
"In Q1 2025 Fairfax's equity holdings (that I track) increased in value by about $785m to $23.2b. Solid start to the year. Big gainers Eurobank Orla Mining (gold) FFH-TRS Metlen FFH India & CVS. Click the link for details. $FFH.TO $EUROB.AT $OLA.TO" @VikingVan100 on X 2025-04-01 15:15:01 UTC 2717 followers, 3645 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF" @VikingVan100 on X 2025-06-23 21:47:34 UTC 2717 followers, XXX engagements
"Berkshire Hathaway shareholders are the GOATS of retail investors. Over the past XX yrs they made the big money - generational wealth for their families. How did they do it That is what we explore in our post today. Click the link for more. $BRK $FFH.TO" @VikingVan100 on X 2025-06-26 18:44:17 UTC 2717 followers, 3024 engagements
"The Greek Freak (Eurobank) is making a strong push to be MVP of Fairfax's equity holdings in 2025. The MV of $EUROB.AT is up $908m in Q2 (currency is a tailwind). Since inception the total return from this investment is about $3.34b. Excess of FV over MV is about $1.6b. $FFH.TO" @VikingVan100 on X 2025-06-30 22:24:35 UTC 2717 followers, 3184 engagements
"Here is my question for those who follow $BRK closely. Does Buffett also use an 'LBO light' model when it comes to taking companies private For example when he took BNSF private in 2009 was part of the purchase price paid from an increase in borrowings at NBSF $FFH.TO" @VikingVan100 on X 2025-06-09 18:25:11 UTC 2717 followers, 1134 engagements
"@Equity_Alpha_ The short answer is I don't know what the appropriate P/BV multiple is for Fairfax today. I am confident the historical numbers (BV and multiple) are understated/too low (perhaps by a lot). $FFH.TO is still in the midst of a historic transformation. We are learning more each year" @VikingVan100 on X 2025-06-24 21:41:33 UTC 2717 followers, XXX engagements
"Today we continue to explore the concept of leverage. And what it means for Fairfax. To see what we can learn. In part X we review X recent examples of how Fairfax has used leverage to boost returns for shareholders. Click the link to read more. $FFH.TO" @VikingVan100 on X 2025-06-05 20:07:16 UTC 2717 followers, 2300 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF" @VikingVan100 on X 2025-06-09 18:08:01 UTC 2717 followers, XXX engagements
"What kind of a value investor is Fairfax Graham Buffett Templeton Singleton or Lynch That is the topic we will explore in our post today. Click the link to read more. $FFH.TO $BRK $MKL $CB $WRB" @VikingVan100 on X 2025-06-23 21:47:02 UTC 2717 followers, 1951 engagements
"My PDF/book on Fairfax has been updated (650 pages). New posts have been added. Chapters X (earnings) and XX (equities) have been updated. Click the link to get a copy. The companion Excel document with models is also there. $FFH.TO $BRK $MKL $CB $WRB" @VikingVan100 on X 2025-04-02 18:28:09 UTC 2717 followers, 3731 engagements
"@JackFarley96 Being really good at something generally requires X things: an edge + concentration. A few of us odd ducks backed up the truck on $FFH.TO in late 2020. Since then we have put in the work (doing something we enjoy). The financial rewards have been life changing. Crazy Perhaps" @VikingVan100 on X 2025-06-07 21:46:53 UTC 2717 followers, 1055 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF" @VikingVan100 on X 2025-07-01 17:15:48 UTC 2717 followers, 1094 engagements
"Fairfax's equity portfolio continues to perform very well in QTD-Q2. The equities I track are up $1.6b or $XX per Fairfax share (pre-tax). Mark to market increase is $700m or $32/sh. This doesn't include gains from Digit. Currency is a tailwind $FFH.TO $EUROB.AT $OLA.TO $MYTIL.AT" @VikingVan100 on X 2025-06-05 22:28:39 UTC 2717 followers, 5980 engagements
"How is Fairfax's equity portfolio performing QTD in Q2-2025 Very well. To May XX it has increased in size from $23.2b to $24.2b. It is up about $988m or $46/share (pre-tax). The two largest holdings Eurobank and FFH-TRS are the two stars. International is doing well. $FFH.TO" @VikingVan100 on X 2025-05-21 22:38:33 UTC 2717 followers, 4770 engagements
"@AJButton2 @BrownMarubozu Here is the link to get a copy my PDF/book on Fairfax (660 pages). It also has my Excel workbook with XX tabs of info on the company. I have had lots of help from others like @BrownMarubozu and posters at the Corner of Berkshire and Fairfax. $FFH.TO" @VikingVan100 on X 2025-06-07 03:24:25 UTC 2717 followers, 2227 engagements
""The bear case is easy. The bull case is hard. Always has been always will be." This has been especially true for Fairfax and its improbable run over the past X years. And it continues to be true today. Investors beware. $FFH.TO $FRFHF" @VikingVan100 on X 2025-06-24 21:30:09 UTC 2717 followers, 5074 engagements
"@BrownMarubozu Perhaps the key to debating $BRK vs $FFH.TO is clarifying first what the problem is one is trying to solve for. It looks to me like many $BRK shareholders are focussed primarily on capital preservation. On the other hand many $FFH.TO shareholders appear focussed on total return" @VikingVan100 on X 2025-05-22 22:19:43 UTC 2717 followers, XXX engagements
"How is Fairfax's investment in Metlen performing Very well. Fairfax invested about $250m. Today it has a MV of $650m an increase of $400m (not including div or interest on exch bonds). On Aug X 2025 Melten will IPO on the LSE (strong candidate to be added to FTSE100). $FFH.TO" @VikingVan100 on X 2025-07-08 19:09:07 UTC 2717 followers, 3036 engagements
"Fairfaxs #2 equity holding is the total return swaps - giving it exposure to XXXX million $FFH.TO shares. The investment has increased in value by about $2.54b over the past XXX years. Is it really a stealth share buyback Click the link to learn more" @VikingVan100 on X 2025-05-27 21:43:50 UTC 2717 followers, 3215 engagements
"Fairfax is set to report stellar earnings for Q2. The MV of their largest holding Eurobank is up about $900m in Q2. And because it is an associate holding none of that gain will be captured in Fairfax's reported results. does that mean the gain did not happen $FFH.TO $BRK" @VikingVan100 on X 2025-07-10 19:28:36 UTC 2717 followers, 4400 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF" @VikingVan100 on X 2025-06-26 18:45:51 UTC 2717 followers, XXX engagements
"How is Fairfax using leverage What does it teach us about the company With our fourth post we discuss non-financial leverage. Exploiting both float and human capital was Berkshire Hathaways secret sauce. Click the link to read more. $FFH.TO $BRK" @VikingVan100 on X 2025-06-11 19:25:50 UTC 2717 followers, 2106 engagements
"Markel was responsible for Fairfaxs entry into the P/C insur bus XX yrs ago. In 1985 Hamblin Watsa (via The Sixty Two Invest Co) made their first P/C ins purchase - a control stake in Markel Financial (Cda). Prem could have written this letter today. Impressive. $FFH.TO $MKL" @VikingVan100 on X 2025-02-09 08:29:31 UTC 2717 followers, 6448 engagements
"@BrownMarubozu What is better than Fairfax buying back a bunch of its own stock When both Fairfax and its largest equity holding - Eurobank - are both buy back a bunch of their own stock. Solid capital allocation. $FFH.TO $EUROB.AT" @VikingVan100 on X 2025-05-21 02:10:20 UTC 2717 followers, 1411 engagements
"Happy Canada Day In Q2 2025 Fairfax's equity holdings (that I track) increased in value about $2.0b to $25.1b. Big gainers Eurobank FFH-TRS Metlen TCI FIH Orla. Excess of FV over CV = $2.7b or $126/sh (pre-tax). Click the link for details. $FFH.TO" @VikingVan100 on X 2025-07-01 17:09:53 UTC 2717 followers, 3257 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF" @VikingVan100 on X 2025-07-12 18:45:26 UTC 2717 followers, XXX engagements
"My PDF/book on Fairfax has been updated (680 pages). New posts have been added. I've had lots of help from others like @BrownMarubozu. Click the link to get a free copy. The companion Excel document with models is also there. $FFH.TO $BRK $MKL $CB $WRB" @VikingVan100 on X 2025-06-07 04:55:21 UTC 2717 followers, 29.3K engagements
"The perfect stock today has two characteristics: 1.) Defensive: poised to deliver certainty (not impacted by tariffs or a slowing economy) 2.) Offensive: poised to capitalize on volatility (proven best-in-class capital allocator). Who Fairfax Financial. $FFH.TO $BRK $MKL" @VikingVan100 on X 2025-04-13 22:46:40 UTC 2717 followers, 5447 engagements
"Today we continue our exploration of the concept of leverage. How is Fairfax using leverage What does it teach us about the company With our third post on the topic we discuss embedded leverage. Click the link to read more. $FFH.TO $BRK $MKL" @VikingVan100 on X 2025-06-09 18:05:58 UTC 2717 followers, 2996 engagements
"Has Eurobank quietly become Fairfaxs best equity investment ever It has delivered a total return from inception (Dec 2014) of about $2.86b. The entire return has come over the last XXX years. At 2.66/share is still undervalued. Welcome to new $FFH.TO" @VikingVan100 on X 2025-05-22 15:03:41 UTC 2717 followers, 3220 engagements
"As a follow up to my previous post below is the math on the 900m increase in the MV of Fairfax's position in Eurobank in Q2. And XX days into July the position is up another $300m. All Greek banks are getting re-rated higher. Weak US$ is another tailwind. $FFH.TO $EUROB.AT" @VikingVan100 on X 2025-07-10 21:38:14 UTC 2717 followers, 2546 engagements
"Is it time to sell Fairfax In our post today we explore the 'When to sell' question that all investors face. We get help from Philip Fisher a mentor to Warren Buffett and one of the GOATs. Click the link to read our long-form post. $FFH.TO $BRK $MKL" @VikingVan100 on X 2025-07-05 18:31:01 UTC 2717 followers, 8951 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF" @VikingVan100 on X 2025-06-11 19:26:26 UTC 2717 followers, XXX engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF" @VikingVan100 on X 2025-07-08 19:10:10 UTC 2717 followers, XXX engagements
"Grow P/C Insurance by Acquisition (2015-2017) Fortune Favours the Bold'. What did Fairfax do Where did the money come from XX years later was this a good decision for long term shareholders Click the link to read our long-form post. $FFH.TO $FRFHF" @VikingVan100 on X 2025-07-12 18:44:37 UTC 2717 followers, 1820 engagements
"None of my posts (or material provided) are intended to be financial advice. They are intended to educate and entertain. Consult your financial advisor before buying any stocks. Especially those discussed in tweets. $FFH.TO $FRFHF" @VikingVan100 on X 2025-06-07 04:56:14 UTC 2717 followers, 1790 engagements
"For those who don't follow the basketball Giannis Antetokounmpo was born and raised in Athens Greece. He was MVP of the NBA in 2019 and 2020. He is affectionately know as the Greek freak. $FFH.TO $EURO.AB" @VikingVan100 on X 2025-06-30 22:49:42 UTC 2717 followers, 1590 engagements