[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, $frfhf, stocks, investment the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1677813362372255744/interactions)  - X Week XXXXXX +56% - X Month XXXXXX +6.40% - X Months XXXXXXX +10% - X Year XXXXXXX +56% ### Mentions: XX [#](/creator/twitter::1677813362372255744/posts_active)  - X Week XX +3% - X Month XX -XXXX% - X Months XXX +51% - X Year XXX +66% ### Followers: XXXXX [#](/creator/twitter::1677813362372255744/followers)  - X Week XXXXX +0.62% - X Month XXXXX +0.97% - X Months XXXXX +17% - X Year XXXXX +40% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1677813362372255744/influencer_rank)  ### Social Influence [#](/creator/twitter::1677813362372255744/influence) --- **Social category influence** [travel destinations](/list/travel-destinations) XXXXX% [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [$ffhto](/topic/$ffhto) #1, [$frfhf](/topic/$frfhf) #1, [stocks](/topic/stocks) 9.09%, [investment](/topic/investment) 6.82%, [has been](/topic/has-been) 6.82%, [$brk](/topic/$brk) #1, [entertain](/topic/entertain) #504, [over the](/topic/over-the) 4.55%, [$eurobat](/topic/$eurobat) #1, [$mkl](/topic/$mkl) #1 **Top accounts mentioned or mentioned by** [@brownmarubozu](/creator/undefined) [@aledade3](/creator/undefined) [@bonhoefferkds](/creator/undefined) [@cedarstresearch](/creator/undefined) [@villeeu](/creator/undefined) [@tidefallcapital](/creator/undefined) [@bonhoeffer_kds](/creator/undefined) [@doublebench](/creator/undefined) [@saynototrading](/creator/undefined) [@fcompounders](/creator/undefined) [@lebeighn](/creator/undefined) [@elou795](/creator/undefined) [@ville_eu](/creator/undefined) [@dj_ebitda](/creator/undefined) [@cedarreseach](/creator/undefined) [@noalegacy](/creator/undefined) [@wtnelson](/creator/undefined) [@vanillager](/creator/undefined) [@ajbutton2](/creator/undefined) [@newcomerinvest](/creator/undefined) **Top assets mentioned** [Markel, Corp. (MKL)](/topic/$mkl) [Orla Mining Ltd. (ORLA)](/topic/$orla) [Cheeseball (CB)](/topic/$cb) [W R Berkley Corp (WRB)](/topic/$wrb) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) ### Top Social Posts [#](/creator/twitter::1677813362372255744/posts) --- Top posts by engagements in the last XX hours "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" [X Link](https://x.com/VikingVan100/status/1943391927023579296) [@VikingVan100](/creator/x/VikingVan100) 2025-07-10T19:28Z 2903 followers, 4943 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" [X Link](https://x.com/VikingVan100/status/1944105633747480721) [@VikingVan100](/creator/x/VikingVan100) 2025-07-12T18:44Z 2903 followers, 2263 engagements "Fairfaxs 4th largest publicly traded equity holding is Fairfax India. YTD-2025 the position is up $218m or XX% or $XX per FFH share. Owns XX% of 3rd largest airport in India (BIAL). India is expected to be the top performing major economy over next decade. $FFH.TO $FIH-U.TO" [X Link](https://x.com/VikingVan100/status/1948070862063808844) [@VikingVan100](/creator/x/VikingVan100) 2025-07-23T17:21Z 2903 followers, 2789 engagements "How are Fairfaxs X largest publicly traded equities performing YTD to July XX 2025 Very well. X months into 2025 they have increased in MV by $3.3b or XX% or $153/FFH share. Click the link for details. $FFH.TO $EUROB.AT $OLA.TO $FIH-U.TO $MYTIL.AT" [X Link](https://x.com/VikingVan100/status/1948491020011782364) [@VikingVan100](/creator/x/VikingVan100) 2025-07-24T21:10Z 2903 followers, 23.1K engagements "@NewcomerInvest @BrownMarubozu Great podcast Anthony. @BrownMarubozu I learned a bunch listening. I enjoyed and appreciated the deep dives on Fairfax and a couple of their equity holdings. Please keep them coming. Thank you $FFH.TO" [X Link](https://x.com/VikingVan100/status/1949955747439067547) [@VikingVan100](/creator/x/VikingVan100) 2025-07-28T22:10Z 2903 followers, 3024 engagements "I have updated my diluted EPS forecast for Fairfax for 2025 = $183/sh (up from $161/sh). Economic EPS' = $221/sh (includes excess of FV over CV). I have also done an initial earnings estimate for 2026. Click the link below for details. $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1953483544346366080) [@VikingVan100](/creator/x/VikingVan100) 2025-08-07T15:49Z 2903 followers, 8835 engagements "Metlen's listing on the LSE (on Aug 4) appears to have been a catalyst for the shares. Fairfax's investment in Metlen is now valued at $762m (making it FFH's 6th largest equity holding). 2025YTD it has increased in MV by about $324m or 77%. Outstanding. $MTLN $MYTIL.AT $FFH.TO" [X Link](https://x.com/VikingVan100/status/1954947849701265719) [@VikingVan100](/creator/x/VikingVan100) 2025-08-11T16:47Z 2903 followers, 8732 engagements "Fairfax's investment in Eurobank is up $675m ($28/diluted FFH share) so far in Q3-2025. It is up $2b YTD-2025. Excess of FV over CV is $2.18b ($92/diluted sh pre-tax). This is value that has been created that is not captured in EPS ROE or BV. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1955326207127588955) [@VikingVan100](/creator/x/VikingVan100) 2025-08-12T17:51Z 2903 followers, 5089 engagements "Fairfax has X income streams. They have increased in size from $2.5b (avg from 2016-21) to $7.4b (2026E). Operating income is now XX% of the total (up from XX% avg from 2016-21). As a result Fairfax has been transformed. Earnings are much larger and much higher quality. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1955709492492136463) [@VikingVan100](/creator/x/VikingVan100) 2025-08-13T19:14Z 2903 followers, 8803 engagements "As we approach the end of the hard market is it time for investors to head for the hills and sell their P/C insurance stocks My guess is this is what Wall Street (analysts) will be saying. Does it make sense Click the link for more. $FFH.TO $BRK $MKL" [X Link](https://x.com/VikingVan100/status/1957536238124335318) [@VikingVan100](/creator/x/VikingVan100) 2025-08-18T20:13Z 2903 followers, 2766 engagements "Fairfax's equity portfolio is under appreciated. Below we list the top XX holdings. The performance of the largest publicly traded holdings has been exceptional (over both the past X mo and X yrs). Portfolio is very well positioned. Sorry detractors. facts are facts. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1958233491134697580) [@VikingVan100](/creator/x/VikingVan100) 2025-08-20T18:23Z 2903 followers, 49.1K engagements "@aledade3 Great question. My view is something changed around 2018. Since then Fairfax has been hitting the ball out of the park with their equity decisions. They put a premium on mgmt balance sheet profitability. Slowly got rid of the dogs. Kept the queens. Today it is magic. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1958240092926980600) [@VikingVan100](/creator/x/VikingVan100) 2025-08-20T18:49Z 2903 followers, XXX engagements "@Vincentschulich @Vincentschulich good point. Today Fairfax has a much better P/C insurance business. And it has learned important lessons with its investment management business. My view is $FFH.TO has never been better positioned as a company than it is today - it is just entering its prime" [X Link](https://x.com/VikingVan100/status/1960802991138857179) [@VikingVan100](/creator/x/VikingVan100) 2025-08-27T20:33Z 2903 followers, XXX engagements "Over the past XX yrs the MV of Fairfaxs stock has CAGR = XXXX% (US$). Much better than peers. How Fairfax has built a better mousetrap. Today we explore the outsized returns they generate on their investment portfolio. Click the link for more. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1962217962154455461) [@VikingVan100](/creator/x/VikingVan100) 2025-08-31T18:16Z 2903 followers, 3748 engagements "In August Fairfax bought back another chunk of their stock at around US$1700/share. Why did they do this My guess is they can do basic math. And they are focussed on growing per share value for shareholders over the long term. I know who thinks like that today $FFH.TO $FRFHF" [X Link](https://x.com/VikingVan100/status/1966236796884546005) [@VikingVan100](/creator/x/VikingVan100) 2025-09-11T20:25Z 2903 followers, 7836 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" [X Link](https://x.com/VikingVan100/status/1966236957266387384) [@VikingVan100](/creator/x/VikingVan100) 2025-09-11T20:26Z 2903 followers, 1325 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" [X Link](https://x.com/VikingVan100/status/1967662862220071313) [@VikingVan100](/creator/x/VikingVan100) 2025-09-15T18:52Z 2903 followers, XXX engagements "My post on 'financial cannibals' from today is a sister article to the one I wrote in May 2024 called:Warren Buffett on Capital Allocation Circle of Competence Margin of Safety and Concentration. Click the link to read this related post. $BRK $FFH.TO" [X Link](https://x.com/VikingVan100/status/1967690264300167520) [@VikingVan100](/creator/x/VikingVan100) 2025-09-15T20:41Z 2903 followers, 2491 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" [X Link](https://x.com/VikingVan100/status/1967690803826000275) [@VikingVan100](/creator/x/VikingVan100) 2025-09-15T20:43Z 2903 followers, 1124 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" [X Link](https://x.com/VikingVan100/status/1970202657194414114) [@VikingVan100](/creator/x/VikingVan100) 2025-09-22T19:04Z 2903 followers, 1011 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" [X Link](https://x.com/VikingVan100/status/1970526992933216407) [@VikingVan100](/creator/x/VikingVan100) 2025-09-23T16:33Z 2903 followers, XXX engagements "@Stef_Bridges No I do not have any insight into when we will see the Anchorage IPO. The good news is BIAL in continuing to increase in value each year. It is very well run. When the IPO does happen it will be interesting to see what valuation BIAL gets - and how it compares to CV. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1970535378525540734) [@VikingVan100](/creator/x/VikingVan100) 2025-09-23T17:06Z 2903 followers, XXX engagements "@CedarStResearch @DJ_EBITDA I agree. Fairfax has begun the compounding machine part of its journey. It is generating enormous amounts of cash. That it is able to reinvest at high rates of return (because of how it does investment management it has lots of good opportunities). Great set-up. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1970536749698039931) [@VikingVan100](/creator/x/VikingVan100) 2025-09-23T17:12Z 2903 followers, XXX engagements "@elou795 @BrownMarubozu The stock is up XX% YTD. It is up XX% over the past XX months. It is up XXX% over the past X years. It is up XXX% over the past X years. IMHO Fairfaxs recent performance has been stellar :-) $FFH.TO" [X Link](https://x.com/VikingVan100/status/1970540172803736049) [@VikingVan100](/creator/x/VikingVan100) 2025-09-23T17:26Z 2903 followers, XXX engagements "Gold punched through US$4000/oz. Looks like it is going mainstream. Could we see a gold rush with retail investors in 2026 How is Fairfax's investment in Orla (gold miner) performing It is up US$557m in 2025 (MV is $1.2b). Not too shabby. $FFH.TO $OLA.TO $ORLA" [X Link](https://x.com/VikingVan100/status/1975978697489547395) [@VikingVan100](/creator/x/VikingVan100) 2025-10-08T17:36Z 2903 followers, 2823 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" [X Link](https://x.com/VikingVan100/status/1975978933809303739) [@VikingVan100](/creator/x/VikingVan100) 2025-10-08T17:37Z 2903 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" [X Link](https://x.com/VikingVan100/status/1976724718066843792) [@VikingVan100](/creator/x/VikingVan100) 2025-10-10T19:01Z 2903 followers, XXX engagements "Quality control messed up - chart below has correct math. Eurobank is Fairfax's largest equity holding (by far). YTD the stock is up 84%. The MV of FFH stake is up $2.3b. Excess of FV over CV is $2.3b or $100/sh (value not captured in FFH accounting results). $FFH.TO $EUROB.AT" [X Link](https://x.com/VikingVan100/status/1976842718254129545) [@VikingVan100](/creator/x/VikingVan100) 2025-10-11T02:50Z 2903 followers, 2152 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" [X Link](https://x.com/VikingVan100/status/1976842940619309132) [@VikingVan100](/creator/x/VikingVan100) 2025-10-11T02:50Z 2903 followers, XXX engagements "Listening to Baker Mayfield reminded me of the journey that Fairfax has been on in recent years. Understanding narrative is an important part of investing. Narrative follows results (it doesn't lead). 'Just gotta be yourself.' Great description of how Fairfax operates. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1977093634601501060) [@VikingVan100](/creator/x/VikingVan100) 2025-10-11T19:27Z 2903 followers, 4371 engagements "Orla a newer investment for Fairfax is quickly turning into one of their best equity investments ever. Stock is up big time today (on positive production guidance). QTD stock is up US$270m. YTD stock is up $806m or XXX% or $34/FFH diluted share. $FFH.TO $ORLA $OLA.TO" [X Link](https://x.com/VikingVan100/status/1978162946141225143) [@VikingVan100](/creator/x/VikingVan100) 2025-10-14T18:16Z 2903 followers, 4228 engagements "@Ville_EU Good luck finding a bad equity investment that actually matters. Yes they do have a couple of clunkers but they are so small they are meaningless. The hard work Fairfax put in to upgrade their investment portfolio over the past X years is now paying off in a big way. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1978175897426346010) [@VikingVan100](/creator/x/VikingVan100) 2025-10-14T19:07Z 2903 followers, XXX engagements "@Ville_EU The problem Fairfax has today is investors/analysts still do not grasp/fully appreciate the extent of the upgrades that have been done to the equity portfolio over the past X years - and the impact it is now having/will likely have on the future returns of the company. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1978177534035456161) [@VikingVan100](/creator/x/VikingVan100) 2025-10-14T19:14Z 2903 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" [X Link](https://x.com/VikingVan100/status/1978224138729722034) [@VikingVan100](/creator/x/VikingVan100) 2025-10-14T22:19Z 2903 followers, 1089 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" [X Link](https://x.com/VikingVan100/status/1907500313785037263) [@VikingVan100](/creator/x/VikingVan100) 2025-04-02T18:28Z 2903 followers, 3804 engagements "My PDF/book on Fairfax has been updated (750 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" [X Link](https://x.com/VikingVan100/status/1948803311160983761) [@VikingVan100](/creator/x/VikingVan100) 2025-07-25T17:51Z 2903 followers, 17.5K engagements "How is Fairfax's equity portfolio performing Q3-QTD To Aug XX it is up about $879m or $37/diluted share (pre-tax). YTD-2025 it is up about $3.6b or XX% or $154/diluted share (pre-tax). Q2 +$2.0b Q1 +785m. Fairfax's equity holdings are performing very well. $FFH.TO $EUROB.AT" [X Link](https://x.com/VikingVan100/status/1960021453035986957) [@VikingVan100](/creator/x/VikingVan100) 2025-08-25T16:48Z 2903 followers, 2614 engagements "Over the past XX years Fairfax has delivered a return of XXXX% compounded annually. The company is a unicorn. How did they do it How is the company positioned today Most investors can't answer either question. IMHO $FFH.TO continues to be misunderstood and under appreciated" [X Link](https://x.com/VikingVan100/status/1960784213562810680) [@VikingVan100](/creator/x/VikingVan100) 2025-08-27T19:19Z 2903 followers, 8531 engagements "This is the money-chart. Fairfax (once again) is generating a high return on investments. Sources are nicely diversified (see 2026). Company is very good at this. Total investments to common shareholders' equity leverage is 2.9x. High returns on investments is a big deal. $FFH.TO" [X Link](https://x.com/VikingVan100/status/1962223690021777820) [@VikingVan100](/creator/x/VikingVan100) 2025-08-31T18:39Z 2903 followers, 5905 engagements "@Ville_EU My view is Markel has become a lesser version of Fairfax. P/C insurance business investment management business capital allocation senior management structure - IMHO today all are better at Fairfax. But valuation (P/BV) for both companies is similar. $FFH.TO $MKL" [X Link](https://x.com/VikingVan100/status/1962248043346198638) [@VikingVan100](/creator/x/VikingVan100) 2025-08-31T20:16Z 2903 followers, XXX engagements "One of C. Munger's investing strategies was to find 'financial cannibals' - companies that were eating themselves by doing large buybacks at low prices. Fairfax has taken Munger's good idea and made it even better. Click the link for details. $FFH.TO $BRK" [X Link](https://x.com/VikingVan100/status/1967661420872655246) [@VikingVan100](/creator/x/VikingVan100) 2025-09-15T18:46Z 2903 followers, 4350 engagements "Its not whether youre right or wrong its how much you make when youre right and how much you lose when youre wrong Druckenmiller. Our long-form post is on capital allocation and the importance of position size. Click the link for more $FFH.TO $BRK" [X Link](https://x.com/VikingVan100/status/1970202282081079348) [@VikingVan100](/creator/x/VikingVan100) 2025-09-22T19:03Z 2903 followers, 3274 engagements "My PDF/book on Fairfax has been updated (800 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" [X Link](https://x.com/VikingVan100/status/1970526770094063692) [@VikingVan100](/creator/x/VikingVan100) 2025-09-23T16:32Z 2903 followers, 3605 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" [X Link](https://x.com/VikingVan100/status/1978163115956252879) [@VikingVan100](/creator/x/VikingVan100) 2025-10-14T18:16Z 2903 followers, XXX engagements "On Oct XX 2025 Fairfax announced the sale of their XX% stake in Eurolife's life ins. bus. to Eurobank for $944.7m. Fairfax will also buy XX% of Eurobanks P/C ins. bus. in Cypress for $69m. Both deals are expected to close in Q1 2026. Below are some thoughts. $FFH.TO $EUROB.AT" [X Link](https://x.com/VikingVan100/status/1978223128393199659) [@VikingVan100](/creator/x/VikingVan100) 2025-10-14T22:15Z 2903 followers, 9252 engagements "How did Fairfaxs equity portfolio perform in Q3-2025 Very well. The holdings that I track increased in value by $589m or $25/FFH share (pre-tax). MTM gains = $14/sh. Big gainers Eurobank continues its spectacular run. $EUROB.AT Other winners: $ORLA $OLA.TO $CLF $FOM.TO $FFH.TO" [X Link](https://x.com/VikingVan100/status/1978518592246182232) [@VikingVan100](/creator/x/VikingVan100) 2025-10-15T17:49Z 2903 followers, 2413 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" [X Link](https://x.com/VikingVan100/status/1978518770546008491) [@VikingVan100](/creator/x/VikingVan100) 2025-10-15T17:50Z 2903 followers, 1229 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, stocks, investment 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 +56%
- X Month XXXXXX +6.40%
- X Months XXXXXXX +10%
- X Year XXXXXXX +56%
Mentions: XX #
- X Week XX +3%
- X Month XX -XXXX%
- X Months XXX +51%
- X Year XXX +66%
Followers: XXXXX #
- X Week XXXXX +0.62%
- X Month XXXXX +0.97%
- X Months XXXXX +17%
- X Year XXXXX +40%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence travel destinations XXXXX% finance XXXXX% stocks XXXX% cryptocurrencies XXXX% countries XXXX%
Social topic influence $ffhto #1, $frfhf #1, stocks 9.09%, investment 6.82%, has been 6.82%, $brk #1, entertain #504, over the 4.55%, $eurobat #1, $mkl #1
Top accounts mentioned or mentioned by @brownmarubozu @aledade3 @bonhoefferkds @cedarstresearch @villeeu @tidefallcapital @bonhoeffer_kds @doublebench @saynototrading @fcompounders @lebeighn @elou795 @ville_eu @dj_ebitda @cedarreseach @noalegacy @wtnelson @vanillager @ajbutton2 @newcomerinvest
Top assets mentioned Markel, Corp. (MKL) Orla Mining Ltd. (ORLA) Cheeseball (CB) W R Berkley Corp (WRB) Cleveland-Cliffs, Inc. (CLF)
Top Social Posts #
Top posts by engagements in the last XX hours
"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"
X Link @VikingVan100 2025-07-10T19:28Z 2903 followers, 4943 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"
X Link @VikingVan100 2025-07-12T18:44Z 2903 followers, 2263 engagements
"Fairfaxs 4th largest publicly traded equity holding is Fairfax India. YTD-2025 the position is up $218m or XX% or $XX per FFH share. Owns XX% of 3rd largest airport in India (BIAL). India is expected to be the top performing major economy over next decade. $FFH.TO $FIH-U.TO"
X Link @VikingVan100 2025-07-23T17:21Z 2903 followers, 2789 engagements
"How are Fairfaxs X largest publicly traded equities performing YTD to July XX 2025 Very well. X months into 2025 they have increased in MV by $3.3b or XX% or $153/FFH share. Click the link for details. $FFH.TO $EUROB.AT $OLA.TO $FIH-U.TO $MYTIL.AT"
X Link @VikingVan100 2025-07-24T21:10Z 2903 followers, 23.1K engagements
"@NewcomerInvest @BrownMarubozu Great podcast Anthony. @BrownMarubozu I learned a bunch listening. I enjoyed and appreciated the deep dives on Fairfax and a couple of their equity holdings. Please keep them coming. Thank you $FFH.TO"
X Link @VikingVan100 2025-07-28T22:10Z 2903 followers, 3024 engagements
"I have updated my diluted EPS forecast for Fairfax for 2025 = $183/sh (up from $161/sh). Economic EPS' = $221/sh (includes excess of FV over CV). I have also done an initial earnings estimate for 2026. Click the link below for details. $FFH.TO $FRFHF"
X Link @VikingVan100 2025-08-07T15:49Z 2903 followers, 8835 engagements
"Metlen's listing on the LSE (on Aug 4) appears to have been a catalyst for the shares. Fairfax's investment in Metlen is now valued at $762m (making it FFH's 6th largest equity holding). 2025YTD it has increased in MV by about $324m or 77%. Outstanding. $MTLN $MYTIL.AT $FFH.TO"
X Link @VikingVan100 2025-08-11T16:47Z 2903 followers, 8732 engagements
"Fairfax's investment in Eurobank is up $675m ($28/diluted FFH share) so far in Q3-2025. It is up $2b YTD-2025. Excess of FV over CV is $2.18b ($92/diluted sh pre-tax). This is value that has been created that is not captured in EPS ROE or BV. $FFH.TO"
X Link @VikingVan100 2025-08-12T17:51Z 2903 followers, 5089 engagements
"Fairfax has X income streams. They have increased in size from $2.5b (avg from 2016-21) to $7.4b (2026E). Operating income is now XX% of the total (up from XX% avg from 2016-21). As a result Fairfax has been transformed. Earnings are much larger and much higher quality. $FFH.TO"
X Link @VikingVan100 2025-08-13T19:14Z 2903 followers, 8803 engagements
"As we approach the end of the hard market is it time for investors to head for the hills and sell their P/C insurance stocks My guess is this is what Wall Street (analysts) will be saying. Does it make sense Click the link for more. $FFH.TO $BRK $MKL"
X Link @VikingVan100 2025-08-18T20:13Z 2903 followers, 2766 engagements
"Fairfax's equity portfolio is under appreciated. Below we list the top XX holdings. The performance of the largest publicly traded holdings has been exceptional (over both the past X mo and X yrs). Portfolio is very well positioned. Sorry detractors. facts are facts. $FFH.TO"
X Link @VikingVan100 2025-08-20T18:23Z 2903 followers, 49.1K engagements
"@aledade3 Great question. My view is something changed around 2018. Since then Fairfax has been hitting the ball out of the park with their equity decisions. They put a premium on mgmt balance sheet profitability. Slowly got rid of the dogs. Kept the queens. Today it is magic. $FFH.TO"
X Link @VikingVan100 2025-08-20T18:49Z 2903 followers, XXX engagements
"@Vincentschulich @Vincentschulich good point. Today Fairfax has a much better P/C insurance business. And it has learned important lessons with its investment management business. My view is $FFH.TO has never been better positioned as a company than it is today - it is just entering its prime"
X Link @VikingVan100 2025-08-27T20:33Z 2903 followers, XXX engagements
"Over the past XX yrs the MV of Fairfaxs stock has CAGR = XXXX% (US$). Much better than peers. How Fairfax has built a better mousetrap. Today we explore the outsized returns they generate on their investment portfolio. Click the link for more. $FFH.TO"
X Link @VikingVan100 2025-08-31T18:16Z 2903 followers, 3748 engagements
"In August Fairfax bought back another chunk of their stock at around US$1700/share. Why did they do this My guess is they can do basic math. And they are focussed on growing per share value for shareholders over the long term. I know who thinks like that today $FFH.TO $FRFHF"
X Link @VikingVan100 2025-09-11T20:25Z 2903 followers, 7836 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"
X Link @VikingVan100 2025-09-11T20:26Z 2903 followers, 1325 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"
X Link @VikingVan100 2025-09-15T18:52Z 2903 followers, XXX engagements
"My post on 'financial cannibals' from today is a sister article to the one I wrote in May 2024 called:Warren Buffett on Capital Allocation Circle of Competence Margin of Safety and Concentration. Click the link to read this related post. $BRK $FFH.TO"
X Link @VikingVan100 2025-09-15T20:41Z 2903 followers, 2491 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"
X Link @VikingVan100 2025-09-15T20:43Z 2903 followers, 1124 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"
X Link @VikingVan100 2025-09-22T19:04Z 2903 followers, 1011 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"
X Link @VikingVan100 2025-09-23T16:33Z 2903 followers, XXX engagements
"@Stef_Bridges No I do not have any insight into when we will see the Anchorage IPO. The good news is BIAL in continuing to increase in value each year. It is very well run. When the IPO does happen it will be interesting to see what valuation BIAL gets - and how it compares to CV. $FFH.TO"
X Link @VikingVan100 2025-09-23T17:06Z 2903 followers, XXX engagements
"@CedarStResearch @DJ_EBITDA I agree. Fairfax has begun the compounding machine part of its journey. It is generating enormous amounts of cash. That it is able to reinvest at high rates of return (because of how it does investment management it has lots of good opportunities). Great set-up. $FFH.TO"
X Link @VikingVan100 2025-09-23T17:12Z 2903 followers, XXX engagements
"@elou795 @BrownMarubozu The stock is up XX% YTD. It is up XX% over the past XX months. It is up XXX% over the past X years. It is up XXX% over the past X years. IMHO Fairfaxs recent performance has been stellar :-) $FFH.TO"
X Link @VikingVan100 2025-09-23T17:26Z 2903 followers, XXX engagements
"Gold punched through US$4000/oz. Looks like it is going mainstream. Could we see a gold rush with retail investors in 2026 How is Fairfax's investment in Orla (gold miner) performing It is up US$557m in 2025 (MV is $1.2b). Not too shabby. $FFH.TO $OLA.TO $ORLA"
X Link @VikingVan100 2025-10-08T17:36Z 2903 followers, 2823 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"
X Link @VikingVan100 2025-10-08T17:37Z 2903 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"
X Link @VikingVan100 2025-10-10T19:01Z 2903 followers, XXX engagements
"Quality control messed up - chart below has correct math. Eurobank is Fairfax's largest equity holding (by far). YTD the stock is up 84%. The MV of FFH stake is up $2.3b. Excess of FV over CV is $2.3b or $100/sh (value not captured in FFH accounting results). $FFH.TO $EUROB.AT"
X Link @VikingVan100 2025-10-11T02:50Z 2903 followers, 2152 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"
X Link @VikingVan100 2025-10-11T02:50Z 2903 followers, XXX engagements
"Listening to Baker Mayfield reminded me of the journey that Fairfax has been on in recent years. Understanding narrative is an important part of investing. Narrative follows results (it doesn't lead). 'Just gotta be yourself.' Great description of how Fairfax operates. $FFH.TO"
X Link @VikingVan100 2025-10-11T19:27Z 2903 followers, 4371 engagements
"Orla a newer investment for Fairfax is quickly turning into one of their best equity investments ever. Stock is up big time today (on positive production guidance). QTD stock is up US$270m. YTD stock is up $806m or XXX% or $34/FFH diluted share. $FFH.TO $ORLA $OLA.TO"
X Link @VikingVan100 2025-10-14T18:16Z 2903 followers, 4228 engagements
"@Ville_EU Good luck finding a bad equity investment that actually matters. Yes they do have a couple of clunkers but they are so small they are meaningless. The hard work Fairfax put in to upgrade their investment portfolio over the past X years is now paying off in a big way. $FFH.TO"
X Link @VikingVan100 2025-10-14T19:07Z 2903 followers, XXX engagements
"@Ville_EU The problem Fairfax has today is investors/analysts still do not grasp/fully appreciate the extent of the upgrades that have been done to the equity portfolio over the past X years - and the impact it is now having/will likely have on the future returns of the company. $FFH.TO"
X Link @VikingVan100 2025-10-14T19:14Z 2903 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"
X Link @VikingVan100 2025-10-14T22:19Z 2903 followers, 1089 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"
X Link @VikingVan100 2025-04-02T18:28Z 2903 followers, 3804 engagements
"My PDF/book on Fairfax has been updated (750 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"
X Link @VikingVan100 2025-07-25T17:51Z 2903 followers, 17.5K engagements
"How is Fairfax's equity portfolio performing Q3-QTD To Aug XX it is up about $879m or $37/diluted share (pre-tax). YTD-2025 it is up about $3.6b or XX% or $154/diluted share (pre-tax). Q2 +$2.0b Q1 +785m. Fairfax's equity holdings are performing very well. $FFH.TO $EUROB.AT"
X Link @VikingVan100 2025-08-25T16:48Z 2903 followers, 2614 engagements
"Over the past XX years Fairfax has delivered a return of XXXX% compounded annually. The company is a unicorn. How did they do it How is the company positioned today Most investors can't answer either question. IMHO $FFH.TO continues to be misunderstood and under appreciated"
X Link @VikingVan100 2025-08-27T19:19Z 2903 followers, 8531 engagements
"This is the money-chart. Fairfax (once again) is generating a high return on investments. Sources are nicely diversified (see 2026). Company is very good at this. Total investments to common shareholders' equity leverage is 2.9x. High returns on investments is a big deal. $FFH.TO"
X Link @VikingVan100 2025-08-31T18:39Z 2903 followers, 5905 engagements
"@Ville_EU My view is Markel has become a lesser version of Fairfax. P/C insurance business investment management business capital allocation senior management structure - IMHO today all are better at Fairfax. But valuation (P/BV) for both companies is similar. $FFH.TO $MKL"
X Link @VikingVan100 2025-08-31T20:16Z 2903 followers, XXX engagements
"One of C. Munger's investing strategies was to find 'financial cannibals' - companies that were eating themselves by doing large buybacks at low prices. Fairfax has taken Munger's good idea and made it even better. Click the link for details. $FFH.TO $BRK"
X Link @VikingVan100 2025-09-15T18:46Z 2903 followers, 4350 engagements
"Its not whether youre right or wrong its how much you make when youre right and how much you lose when youre wrong Druckenmiller. Our long-form post is on capital allocation and the importance of position size. Click the link for more $FFH.TO $BRK"
X Link @VikingVan100 2025-09-22T19:03Z 2903 followers, 3274 engagements
"My PDF/book on Fairfax has been updated (800 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"
X Link @VikingVan100 2025-09-23T16:32Z 2903 followers, 3605 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"
X Link @VikingVan100 2025-10-14T18:16Z 2903 followers, XXX engagements
"On Oct XX 2025 Fairfax announced the sale of their XX% stake in Eurolife's life ins. bus. to Eurobank for $944.7m. Fairfax will also buy XX% of Eurobanks P/C ins. bus. in Cypress for $69m. Both deals are expected to close in Q1 2026. Below are some thoughts. $FFH.TO $EUROB.AT"
X Link @VikingVan100 2025-10-14T22:15Z 2903 followers, 9252 engagements
"How did Fairfaxs equity portfolio perform in Q3-2025 Very well. The holdings that I track increased in value by $589m or $25/FFH share (pre-tax). MTM gains = $14/sh. Big gainers Eurobank continues its spectacular run. $EUROB.AT Other winners: $ORLA $OLA.TO $CLF $FOM.TO $FFH.TO"
X Link @VikingVan100 2025-10-15T17:49Z 2903 followers, 2413 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"
X Link @VikingVan100 2025-10-15T17:50Z 2903 followers, 1229 engagements