# ![@VikingVan100 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1677813362372255744.png) @VikingVan100 Viking Vancouver

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

### Engagements: [---] [#](/creator/twitter::1677813362372255744/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1677813362372255744/c:line/m:interactions.svg)

- [--] Week [-----] +62%
- [--] Month [------] -33%
- [--] Months [-------] +64%
- [--] Year [-------] +102%

### Mentions: [--] [#](/creator/twitter::1677813362372255744/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1677813362372255744/c:line/m:posts_active.svg)

- [--] Week [--] -1.50%
- [--] Month [---] -1.70%
- [--] Months [---] +68%
- [--] Year [---] +88%

### Followers: [-----] [#](/creator/twitter::1677813362372255744/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1677813362372255744/c:line/m:followers.svg)

- [--] Week [-----] +1.90%
- [--] Month [-----] +3.30%
- [--] Months [-----] +17%
- [--] Year [-----] +46%

### CreatorRank: [---------] [#](/creator/twitter::1677813362372255744/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1677813362372255744/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[travel destinations](/list/travel-destinations)  44.74% [finance](/list/finance)  44.08% [stocks](/list/stocks)  22.37% [cryptocurrencies](/list/cryptocurrencies)  9.87% [countries](/list/countries)  5.26%

**Social topic influence**
[$ffhto](/topic/$ffhto) #5, [link](/topic/link) 34.87%, [$frfhf](/topic/$frfhf) #2, [$brk](/topic/$brk) #8, [$mkl](/topic/$mkl) #4, [investment](/topic/investment) 11.84%, [posts](/topic/posts) 10.53%, [$eurobat](/topic/$eurobat) #1, [stocks](/topic/stocks) 9.21%, [$olato](/topic/$olato) #1

**Top accounts mentioned or mentioned by**
[@brownmarubozu](/creator/undefined) [@nigelwoodman](/creator/undefined) [@petrolengg](/creator/undefined) [@onebeggar](/creator/undefined) [@galtdaddy](/creator/undefined) [@michaelgielkens](/creator/undefined) [@acipartnerhship](/creator/undefined) [@officialchristg](/creator/undefined) [@stephhughes95](/creator/undefined) [@business](/creator/undefined) [@fcompounders](/creator/undefined) [@ferglinger](/creator/undefined) [@tidefallcapital](/creator/undefined) [@cfrischer1](/creator/undefined) [@betterment](/creator/undefined) [@justinhayes_](/creator/undefined) [@varunv_malhotra](/creator/undefined) [@sowingalphaseed](/creator/undefined) [@rejonasmartin](/creator/undefined) [@marchogue2](/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) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [TrustVerse (TRV)](/topic/$trv) [CVS Health Corp (CVS)](/topic/cvs)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Our annual review for Fairfax is out. What did we learn in [----] Fairfax doesnt have to do anything spectacular to deliver spectacular results - that is what an exceptional business looks like. Click the link to read our long-form post. $FFH.TO $FRFHF https://thecobf.com/forum/topic/21600-fairfax-2026/page/2/#findComment-654501 https://thecobf.com/forum/topic/21600-fairfax-2026/page/2/#findComment-654501"  
[X Link](https://x.com/VikingVan100/status/2008249085678284928)  2026-01-05T18:47Z [----] followers, [----] engagements


"In Q1 [----] 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 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/97/#findComment-610047 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/97/#findComment-610047"  
[X Link](https://x.com/VikingVan100/status/1907089323750744285)  2025-04-01T15:15Z [----] followers, [----] engagements


"The Greek Freak (Eurobank) is making a strong push to be MVP of Fairfax's equity holdings in [----]. 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"  
[X Link](https://x.com/VikingVan100/status/1939812337898397757)  2025-06-30T22:24Z [----] followers, [----] 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)  2025-08-11T16:47Z [----] followers, [----] engagements


"Fairfax is quietly having its best year ever. Economic earnings are tracking to come in at about $233/sh in [----]. ROE = 20%. P/BV = [---]. PE = [---]. Company continues to fly under the radar of investors. Click the link for details of earnings est. $FFH.TO https://thecobf.com/forum/topic/21117-fairfax-2025/page/97/#findComment-648964 https://thecobf.com/forum/topic/21117-fairfax-2025/page/97/#findComment-648964"  
[X Link](https://x.com/VikingVan100/status/1994463349820584076)  2025-11-28T17:48Z [----] followers, [----] 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/1994463509602554263)  2025-11-28T17:48Z [----] followers, [----] engagements


"Fairfax sold Resolute Forest Products in [----] at the top of the lumber cycle ($626M). Some of the proceeds were likely rolled into Orla. Now Fairfax's position in Orla is up massively. $FFH.TO sold 25% of its position in Orla in Dec [----] for a big gain. Amazing capital allocation"  
[X Link](https://x.com/VikingVan100/status/2006069132391776282)  2025-12-30T18:25Z [----] followers, [----] engagements


"@StephHughes95 @business Fairfax's investment in UA has a value just north of $200M. Fairfax's investment portfolio is $75B and its equity portfolio is $27B. UA is a tiny position. Fairfax's [--] largest publicly traded stocks were up $4.3B or 47% in [----]. Outstanding performance. $FFH.TO $FRFHF"  
[X Link](https://x.com/VikingVan100/status/2009693093294157896)  2026-01-09T18:25Z [----] followers, [----] engagements


"@onebeggar Sell high and buy low. Proceeds from Resolute (2022) and Stelco (2024) likely funded a big part of Orla. Now they are selling down part of Orla to buy Rinse and repeat. How well they reinvest capital is also an interesting story. $FFH.TO"  
[X Link](https://x.com/VikingVan100/status/2014021077685473539)  2026-01-21T17:03Z [----] followers, [---] engagements


"@Galtdaddy @Galtdaddy I appreciate the feedback. What I find interesting about Fairfax is how they have tailored the model to fit how they are wired. Wide range of capital allocation skills = large opportunity set = reinvest at above average rates of return + compounding = magic. $FFH.TO"  
[X Link](https://x.com/VikingVan100/status/2017303809224282161)  2026-01-30T18:28Z [----] followers, [---] 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 https://thecobf.com/forum/topic/20253-fairfax-financial-volume-2-90-of-the-best-posts-all-in-one-document/#findComment-526661 https://thecobf.com/forum/topic/20253-fairfax-financial-volume-2-90-of-the-best-posts-all-in-one-document/#findComment-526661"  
[X Link](https://x.com/VikingVan100/status/1970526770094063692)  2025-09-23T16:32Z [----] followers, [----] engagements


"Capital allocation is the most important responsibility of a management team. Why Capital allocation decisions are what drive the long-term performance of a company and important metrics like EPS growth in BV and ROE. We got another data point today from Fairfax. $FFH.TO"  
[X Link](https://x.com/VikingVan100/status/1997032508119204018)  2025-12-05T19:57Z [----] followers, [----] 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/1997032678580015329)  2025-12-05T19:57Z [----] followers, [----] engagements


"We compare Fairfax to [--] other quality P/C insurance companies. Who has been the top performer the past [--] yearsWho is the cheapest today Who offers the best value today Click the link for details. $FFH.TO $BRK $CB $MKL $IFC.TO $TRV $WRB https://thecobf.com/forum/topic/21117-fairfax-2025/page/100/#findComment-651304 https://thecobf.com/forum/topic/21117-fairfax-2025/page/100/#findComment-651304"  
[X Link](https://x.com/VikingVan100/status/2000990491693695296)  2025-12-16T18:04Z [----] followers, [----] 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/2000990894250438805)  2025-12-16T18:06Z [----] followers, [----] engagements


"On Dec [--] 2025it was announced that Fairfax would be added to the S&P/TSX [--] Index Canadas flagship large-cap index effective Dec [--] [----]. Today we explore stock prices through the lens of supply and demand. Click the link below for more. $FFH.TO https://thecobf.com/forum/topic/21117-fairfax-2025/page/102/#findComment-652250 https://thecobf.com/forum/topic/21117-fairfax-2025/page/102/#findComment-652250"  
[X Link](https://x.com/VikingVan100/status/2002459710029766761)  2025-12-20T19:22Z [----] followers, [----] 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/2002460791036112950)  2025-12-20T19:27Z [----] followers, [----] engagements


"Bangalore International Airport Ltd (BIAL) is one of Fairfaxs largest and most important equity holdings (it is held in Fairfax India). CEO Hari Marar is a rock star. The 1-hour podcast provides a great overview of the company and opportunity. $FFH.TO $FIH-U.TO One of the best ways to understand a company is to hear directly from the people building it. Fairfax India is launching a podcast series on our holdings - bringing shareholders closer to the businesses the management teams and the India growth story. First up: BIAL One of the best ways to understand a company is to hear directly from"  
[X Link](https://x.com/VikingVan100/status/2002913809133138299)  2025-12-22T01:27Z [----] followers, 17.3K engagements


"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://thecobf.com/forum/topic/20253-fairfax-vol-2-100-of-the-best-posts-all-in-one-document/#findComment-526661 https://thecobf.com/forum/topic/20253-fairfax-vol-2-100-of-the-best-posts-all-in-one-document/#findComment-526661"  
[X Link](https://x.com/VikingVan100/status/2003144765534310787)  2025-12-22T16:45Z [----] followers, 10.6K 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/2003145189754564670)  2025-12-22T16:46Z [----] followers, [----] engagements


"Here is some holiday cheer for Fairfax shareholders. With a week to go in Q4 Fairfax's equity portfolio is up about $900m with most of the gains in the MTM bucket ($25/share pre-tax). Fairfax's equity portfolio is having an outstanding [----]. $FFH.TO is firing on all cylinders"  
[X Link](https://x.com/VikingVan100/status/2003544165985177970)  2025-12-23T19:12Z [----] followers, [----] 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/2003544354716287191)  2025-12-23T19:12Z [----] followers, [----] engagements


"The narrative is Fairfax are poor equity investors. It can be useful to look at facts. How have the top [--] publicly traded holdings performed YTD [----] They delivered a TSR of 52%. If we add FFH-TRS the YTD TSR is $4.4B or $189/sh (pre-tax). Yes outstanding performance $FFH.TO"  
[X Link](https://x.com/VikingVan100/status/2003936166266237344)  2025-12-24T21:09Z [----] followers, 18.4K engagements


"Fairfax is firing on all cylinders (and has been for the past [--] years) - insurance investing and capital allocation. Welcome to 'new Fairfax' - a high quality compounding machine. $FFH.TO"  
[X Link](https://x.com/VikingVan100/status/2003941202111222038)  2025-12-24T21:29Z [----] followers, [----] engagements


"Fairfax has made many very good investments in recent years. Like its purchase in late 2020/early [----] of total return swaps giving it exposure to 1.96M $FFH.TO shares at an avg cost of $373/share. Position is up $900M in [----] and $2.9B over [--] years. Unconventional and brilliant"  
[X Link](https://x.com/VikingVan100/status/2005354672379548006)  2025-12-28T19:06Z [----] followers, 20.6K engagements


"What is Fairfaxs best performing equity investment Eurobank. Up $2.3B in [----] and $4.4B over last [--] yrs. Very well managed. Still cheap. Bright future. (Sound familiar) $FFH.TO $EUROB.AT PS: Equity accounted - so much of gain in MV not captured in accounting results (EPS BV)"  
[X Link](https://x.com/VikingVan100/status/2005706405945524245)  2025-12-29T18:24Z [----] followers, [----] engagements


"Orla Mining (gold producer) is a recent investment for Fairfax (partner is Pierre Lassonde). How did it perform in [----] It delivered a gain of $747M. 25% of position was sold Dec 5th. Outstanding performance. Very unconventional investment when it was made. $FFH.TO $ORLA $OLA.TO"  
[X Link](https://x.com/VikingVan100/status/2006066888594366517)  2025-12-30T18:16Z [----] followers, [----] engagements


"Happy New Year Fairfax is having an epic run. What are some lessons Narratives are often completely wrong - for years (ignore the haters). Be rational. Follow the fundamentals. Position sizing matters. Most importantly patience is how to make the big money. $FFH.TO $FRFHF"  
[X Link](https://x.com/VikingVan100/status/2006444900968202732)  2025-12-31T19:18Z [----] followers, [----] engagements


"In Q4 [----] Fairfax's equity holdings (that I track) increased in value $744M to $26.7B. Solid finish to an outstanding year. Big gainers FFH-TRS Orla (gold) Eurobank Foran (copper). Click link for details. $FFH.TO $FRFHF $OLA.TO $EUROB.AT $FOM.TO https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/124/#findComment-654899 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/124/#findComment-654899"  
[X Link](https://x.com/VikingVan100/status/2008975928576311351)  2026-01-07T18:56Z [----] followers, [----] engagements


"Does CEO compensation matter Does it matter how much stock they own Below we compare three peers: Berkshire Hathaway Markel and Fairfax. Which group of shareholders are benefiting the most / look best positioned moving forward $FFH.TO $BRK $MKL"  
[X Link](https://x.com/VikingVan100/status/2009386689169334494)  2026-01-08T22:08Z [----] followers, [----] engagements


"@MichaelGielkens The purpose of my post was to highlight how little Prem Watsa is paid (C$600000). Especially when you factor in performance. I don't think this is well understood. Ownership/control is another important topic. $BRK $MKL and $FFH.TO are all going in very different directions"  
[X Link](https://x.com/VikingVan100/status/2009694499258413145)  2026-01-09T18:31Z [----] followers, [---] engagements


"What can we learn by looking at Fairfax's top [--] equity holdings [--]. Concentrated. [--]. Contrarian. [--]. More private/associate holdings. Marked shift to higher quality portfolio = improving returns. Click the link for details $FFH.TO $FRFHF $EUROB.AT $OLA.TO https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/125/#findComment-655961 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/125/#findComment-655961"  
[X Link](https://x.com/VikingVan100/status/2010802585566134614)  2026-01-12T19:54Z [----] followers, [----] engagements


"Fairfax has made many exceptional investments over the past [--] years. One of the best has been the FFH-TRS giving it exposure to 1.96M FFH shares. It is up $2.9B over [--] years (before carrying costs). Outstanding. Click the link for details. $FFH.TO $FRFHF https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/125/#findComment-656511 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/125/#findComment-656511"  
[X Link](https://x.com/VikingVan100/status/2011510186452902073)  2026-01-14T18:46Z [----] followers, [----] engagements


"What is Fairfaxs best-ever equity investment Eurobank. It has delivered a total return of $4.6B all over the past [--] yrs. It is also the biggest source of an emerging income stream for Fairfax - hidden value. Click the link for more. $FFH.TO $EUROB.TO https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/126/#findComment-656726 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/126/#findComment-656726"  
[X Link](https://x.com/VikingVan100/status/2011830806206169178)  2026-01-15T16:00Z [----] followers, [----] engagements


"@F_Compounders @BrownMarubozu @ACIPartnerhship What are your evaluations tools Looking at total shareholder return BVPS capital allocation Fairfaxs performance has been much better than Markels over the past [--] years. Capital allocation will be key moving forward - Fairfaxs model and execution looks better. $FFH.TO $MKL"  
[X Link](https://x.com/VikingVan100/status/2012201402433442263)  2026-01-16T16:32Z [----] followers, [----] engagements


"Fairfax's top [--] public equities delivered a 47% return in [----]. Strong performance was broad based: [--] of [--] holdings delivered return of +30%. Momentum is continuing into [----]. Below is a smaller holding Commercial International Bank (leading private bank in Egypt). $FFH.TO"  
[X Link](https://x.com/VikingVan100/status/2012240419518837127)  2026-01-16T19:07Z [----] followers, [----] engagements


"When it comes to Fairfax investors have strong opinions. It helps to took at facts. Your charts are very helpful. But for facts to matter it requires an open mind. Fact based open minded investors have done very well with $FFH.TO over [--] years. PS: tell your intern: Great work $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"  
[X Link](https://x.com/VikingVan100/status/2012244401095901578)  2026-01-16T19:23Z [----] followers, [----] engagements


"@ferglinger Fairfax's public equities have performance exceptionally well over the past [--] years. Below are the [--] best performers (in terms of total return). $FFH.TO is pretty active. Importantly the equity portfolio looks nothing like it did [--] years ago (much higher quality today)"  
[X Link](https://x.com/VikingVan100/status/2012248936229245209)  2026-01-16T19:41Z [----] followers, [---] engagements


"@BrownMarubozu Fairfaxs business model is more like a younger $BRK. In [----] underwriting = 21% of $FFH.TO income streams not 33%. Moving forward Fairfax will be able to compound capital at above average rates. Did soft insurance markets impair BRKs returns over the years (Answer: No)"  
[X Link](https://x.com/VikingVan100/status/2013108457961107814)  2026-01-19T04:37Z [----] followers, [----] engagements


"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"  
[X Link](https://x.com/VikingVan100/status/2013346806059483413)  2026-01-19T20:24Z [----] followers, [----] 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/2013655561045451114)  2026-01-20T16:51Z [----] followers, [----] engagements


"Fairfax has literally discovered gold with its investment in Orla Mining. YTD-2026 it is up $250M. This is after a $729M gain in [----]. The mgmt team at $FFH.TO is delivering a master-class in capital allocation. Click the link for details. $OLA.TO $ORLA https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/128/#findComment-657853 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/128/#findComment-657853"  
[X Link](https://x.com/VikingVan100/status/2013692662293864955)  2026-01-20T19:18Z [----] followers, [----] engagements


"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://thecobf.com/forum/topic/21600-fairfax-2026/page/9/#findComment-658175 https://thecobf.com/forum/topic/21600-fairfax-2026/page/9/#findComment-658175"  
[X Link](https://x.com/VikingVan100/status/2014092981020791065)  2026-01-21T21:49Z [----] followers, [----] engagements


"Look at market fluctuations as your friend rather than your enemy; profit from folly rather than participate in it. Warren Buffett. What has changed in Fairfaxs business in the past [--] hours Nothing. (Like $BRK most analysts struggle to understand $FFH.TO business model.) $FFH.to -9% Essentially like the Muddy Waters short report with just a downgrade from BMO. https://t.co/M9Z0F6X2uh $FFH.to -9% Essentially like the Muddy Waters short report with just a downgrade from BMO. https://t.co/M9Z0F6X2uh"  
[X Link](https://x.com/VikingVan100/status/2014441848270684423)  2026-01-22T20:55Z [----] followers, [----] engagements


"How has Fairfax's business model changed over the past [--] years We break Fairfax's journey into [--] phases. Where is the company today What are the lessons for investors These are the topics we explore in our post. Click the link for more. $FFH.TO $FRFHF https://thecobf.com/forum/topic/21600-fairfax-2026/page/12/#findComment-658839 https://thecobf.com/forum/topic/21600-fairfax-2026/page/12/#findComment-658839"  
[X Link](https://x.com/VikingVan100/status/2015160294620999883)  2026-01-24T20:30Z [----] followers, [----] 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/2015160488494297256)  2026-01-24T20:31Z [----] followers, [----] engagements


"@NigelWoodman great take/summary. Some analysts clearly do not understand Fairfaxs business model they think the company is a traditional P/C insurance company which it obviously isnt. Their analysis reveals much more about them than it does about Fairfax. $FFH.TO $FRFHF @TidefallCapital Some quick thoughts on $FFH.TO [--]. Cycle doesnt = Impairment -The BMO analyst and/or the algos are confusing a change in weather (softening insurance cycle) with a broken roof. -The Impairment View: "Prices are falling so earnings will collapse." -The Reality: Fairfax has @TidefallCapital Some quick thoughts"  
[X Link](https://x.com/VikingVan100/status/2015185518934565335)  2026-01-24T22:10Z [----] followers, [----] engagements


"Do fundamentals matter Fairfaxs largest equity investment Eurobank is up $1.2B YTD-2026 ($50/share). Hidden value is $3B. Fairfax is not a traditional P/C insurance company. Pretending it is means you have to ignore fundamentals/facts. Is that rational $FFH.TO $EUROB.AT"  
[X Link](https://x.com/VikingVan100/status/2016266063332380873)  2026-01-27T21:44Z [----] followers, [----] engagements


"What is Fairfax's business model Most analysts and investors think its a P/C insurance company - and of course that is not correct. As a result their analysis tends to be incomplete (and inaccurate). Click the link for more. $FFH.TO $FRFHF $BRK $MKL https://thecobf.com/forum/topic/21600-fairfax-2026/page/14/#findComment-660399 https://thecobf.com/forum/topic/21600-fairfax-2026/page/14/#findComment-660399"  
[X Link](https://x.com/VikingVan100/status/2017014389061362131)  2026-01-29T23:17Z [----] followers, [----] 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/2017015420537188412)  2026-01-29T23:22Z [----] followers, [----] engagements


"Great comment. A couple of additions: sale of Eurolife will likely close in Q1; proceeds of $940M will be reinvested (takeout of minority shareholder in Allied World). Take private of Kennedy Wilson is also in the works. Looking forward to when $FFH.TO reports YE results. $KW @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. https://t.co/xqzwS5gPJj @cfrischer1 told me in the 90s $BRK would be in the"  
[X Link](https://x.com/VikingVan100/status/2019943573182116064)  2026-02-07T01:17Z [----] followers, [----] engagements


"My year-in-review post on Fairfax should be out in the next couple of days. As a tease below is the introduction. Stock is up 500% in [--] yrs (C$). For those who have not been paying attention this is what a compounding machine looks like. $FFH.TO $BRK $MKL"  
[X Link](https://x.com/VikingVan100/status/2006802919224726006)  2026-01-01T19:01Z [----] followers, 12.3K engagements


"We wrap up our review of Fairfax's business model with a 3rd post: through the lens of [--] incomes streams (connecting it to the income stmt and bal sheet). $FFH.TO is not simply a P/C insurer - it is a capital compounding machine. Click the link for more https://thecobf.com/forum/topic/21600-fairfax-2026/page/17/#findComment-660786 https://thecobf.com/forum/topic/21600-fairfax-2026/page/17/#findComment-660786"  
[X Link](https://x.com/VikingVan100/status/2017688025468420182)  2026-01-31T19:54Z [----] followers, [----] engagements


"Q1 is going to be avery busy quarter for Fairfax and many of their equity holdings. AGT IPO is one example. Learnings $FRFHF is a very good partner. AGT is the latest good example of 'new Fairfax' at work. Click the link for initial thoughts. $FFH.TO https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/131/#findComment-662643 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/131/#findComment-662643"  
[X Link](https://x.com/VikingVan100/status/2020196539902390283)  2026-02-07T18:02Z [----] followers, [----] engagements


"@OfficialChristG @BrownMarubozu @OfficialChristG it is just available as a PDF. It is a draft (working copy) that gets continually updated. I post an updated version of the PDF about every [--] to [--] weeks - about 10% of the document changes with each update. $FFH.TO"  
[X Link](https://x.com/VikingVan100/status/2020220098531955128)  2026-02-07T19:36Z [----] followers, [---] engagements


"Fairfax's equity portfolio continues to perform very well in QTD-Q2. The equities I track are up $1.6b or $73 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"  
[X Link](https://x.com/anyuser/status/1930753664156836159)  2025-06-05T22:28Z [----] followers, [----] 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 https://thecobf.com/forum/topic/20253-fairfax-financial-volume-2-90-of-the-best-posts-all-in-one-document/#findComment-526661 https://thecobf.com/forum/topic/20253-fairfax-financial-volume-2-90-of-the-best-posts-all-in-one-document/#findComment-526661"  
[X Link](https://x.com/anyuser/status/1931213367311778292)  2025-06-07T04:55Z [----] followers, 30K engagements


"How are Fairfaxs largest publicly traded equities performing YTD in [----] The largest Eurobank is up $1.6b or 60% or $75 per Fairfax share. Exceptional. Stock is still cheap. It is an associate holding so the gain in MV is not captured in EPS BV or ROE. $FFH.TO $EUROB.AT"  
[X Link](https://x.com/anyuser/status/1948048277603287521)  2025-07-23T15:51Z [----] followers, [----] engagements


"How are Fairfaxs [--] largest publicly traded equities performing YTD to July [--] [----] Very well. [--] months into [----] they have increased in MV by $3.3b or 39% or $153/FFH share. Click the link for details. $FFH.TO $EUROB.AT $OLA.TO $FIH-U.TO $MYTIL.AT https://thecobf.com/forum/topic/21117-fairfax-2025/page/48/#findComment-628967 https://thecobf.com/forum/topic/21117-fairfax-2025/page/48/#findComment-628967"  
[X Link](https://x.com/anyuser/status/1948491020011782364)  2025-07-24T21:10Z [----] followers, 23.1K 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/anyuser/status/1978518592246182232)  2025-10-15T17:49Z [----] followers, [----] engagements


"2025 is shaping up to be $FFH.TO best year ever in terms of EPS and increase in economic value/sh. Outstanding. The company has never been better positioned. And the stock is selling off. I love it. Mr Market is amazing. Click the link for preview of Q3. https://thecobf.com/forum/topic/21117-fairfax-2025/page/81/#findComment-645277 https://thecobf.com/forum/topic/21117-fairfax-2025/page/81/#findComment-645277"  
[X Link](https://x.com/anyuser/status/1986168408099201384)  2025-11-05T20:27Z [----] followers, [----] engagements


"Fairfax just reported Q3-2025 results. They were very good. More importantly there are many good things going on under the hood at the company. This bodes very well for future results. What are we talking about We will get into the weeds in the coming days. $FFH.TO $FRFHF"  
[X Link](https://x.com/anyuser/status/1986864719660261892)  2025-11-07T18:33Z [----] followers, [----] engagements


"Updated my book on Fairfax (800 pgs). New material added. Lots of updates to Chapter 15: Equities. 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://thecobf.com/forum/topic/20253-fairfax-vol-2-100-of-the-best-posts-all-in-one-document/#findComment-526661 https://thecobf.com/forum/topic/20253-fairfax-vol-2-100-of-the-best-posts-all-in-one-document/#findComment-526661"  
[X Link](https://x.com/VikingVan100/status/2013647557897908610)  2026-01-20T16:19Z [----] followers, [----] engagements


"How is Fairfaxs equity portfolio performing YTD-2026 It is up in value by $1.4B or $62/sh. Very strong start to the year. Big gainers Eurobank Orla (gold) CIB UA (new) and Foran (copper). Q1 will also see $250M gain on sale of Eurolife. $FFH.TO $EUROB.AT $OLA.TO $FOM.TO"  
[X Link](https://x.com/VikingVan100/status/2020983032270987572)  2026-02-09T22:07Z [----] followers, [----] engagements


"Josh Brown making a big call on thisyears dominant investment theme: HALO stocks (Heavy Assets Low Obsolescence). Guess whose portfolio is stuffed with HALO stocks Fairfax. Performance was very strong last year. Up big to start [----]. Lets hope Josh is right.$FFH.TO $FRFHF See You Tonight Pounders👇🎙💸 https://t.co/yBtbkJkMgI Sponsored by: @Betterment Advisor Solutions https://t.co/IfCQMFg1AW See You Tonight Pounders👇🎙💸 https://t.co/yBtbkJkMgI Sponsored by: @Betterment Advisor Solutions https://t.co/IfCQMFg1AW"  
[X Link](https://x.com/VikingVan100/status/2021431591571185731)  2026-02-11T03:50Z [----] followers, [----] 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 143% or $34/FFH diluted share. $FFH.TO $ORLA $OLA.TO"  
[X Link](https://x.com/VikingVan100/status/1978162946141225143)  2025-10-14T18:16Z [----] followers, [----] engagements


"For those who found the PDF that i posted on $FFH.TO yesterday to be useful click the link below to access an Excel workbook - its companion document. The file is not intended to be financial advice. Its purpose is to educate and entertain. https://thecobf.com/forum/topic/20253-fairfax-financial-60-of-the-best-posts-all-in-one-document/#comment-526731 https://thecobf.com/forum/topic/20253-fairfax-financial-60-of-the-best-posts-all-in-one-document/#comment-526731"  
[X Link](https://x.com/anyuser/status/1687869069628952576)  2023-08-05T16:51Z [----] followers, [----] engagements


"Fairfax's fixed income portfolio has doubled in size the past [--] years from $20 to $40bn. At the same time its portfolio yield is poised to doubled from 2.4% to 4.8%. High quality interest income is poised to increase 300% to $2.1 billion in [----]. 1/4 $FFH.TO"  
[X Link](https://x.com/anyuser/status/1688204122691153920)  2023-08-06T15:03Z [----] followers, 10.3K engagements


"They say a picture is worth [----] words. Here is an updated earnings estimate (guess) for Fairfax for [----] = $160 [----] = $165 and [----] = $174. Stock price is $840 = PE of [----]. Nuts. 1/2 $FFH.TO $FRFHF"  
[X Link](https://x.com/anyuser/status/1688573333955280896)  2023-08-07T15:30Z [----] followers, 18.4K engagements


"Below is my updated earnings estimate for Fairfax. [----] EPS = $155/sh; [----] = $165/sh. Avg ROE = 18%. For details see comment [--] in the thread for a link to my long-form post. Fairfax today is like a Phoenix rising from the ashes of its past renewed and stronger. $FFH.TO $FRFHF"  
[X Link](https://x.com/anyuser/status/1710895589507133917)  2023-10-08T05:51Z [----] followers, 13K engagements


"70 of my best long-form posts on Fairfax have been dropped into a PDF (255 pages of material). I just completed an update of the document. Companion Excel workbook as well. Click the link below to get a copy of both files. $FFH.TO $BRK $MKL $WRB $CB https://thecobf.com/forum/topic/20253-fairfax-financial-60-of-the-best-posts-all-in-one-document/#comment-526661 https://thecobf.com/forum/topic/20253-fairfax-financial-60-of-the-best-posts-all-in-one-document/#comment-526661"  
[X Link](https://x.com/anyuser/status/1715792928533356775)  2023-10-21T18:11Z [----] followers, 21.7K engagements


"Which P/C insurer below posted the best results in Q3 Fairfax. Who has grown BV the fastest the past [----] yrs Fairfax. Who is best positioned to grow ROE in coming years Fairfax. Still flying under investors radar - one analyst on their Q3 conf call. $FFH.TO $BRK $WRB $CB $MKL"  
[X Link](https://x.com/anyuser/status/1720929302035001659)  2023-11-04T22:21Z [----] followers, 23.7K engagements


"Fairfax has reduced shares outstanding by 16.7% over the past [----] years. Avg price paid was about US$474/share. The stock is trading at $912 (a P/BV = [--] and PE = 6x). Just another (of many) example of the excellent capital allocation skills of the mgmt team at Fairfax. $FFH.TO"  
[X Link](https://x.com/anyuser/status/1734017369692070371)  2023-12-11T01:08Z [----] followers, 21.9K engagements


"Click the link below to read the details of my updated earnings forcast for Fairfax. My current guess is Fairfax could earn $50/share in Q4 and $170 for [----] = ROE of 20.2%. For [----] = $155/share. Stock price is $880. PE = [---]. P/BV = under [--]. $FFH.TO https://thecobf.com/forum/topic/19861-fairfax-2023/page/71/#comment-543825 https://thecobf.com/forum/topic/19861-fairfax-2023/page/71/#comment-543825"  
[X Link](https://x.com/anyuser/status/1736078620731535363)  2023-12-16T17:39Z [----] followers, [----] engagements


"I dropped [--] of my best long-form posts on Fairfax into a PDF. I just completed an update of the document - it has [---] pages of information. Click the link below to get a copy. Companion Excel doc with models is there as well. $FFH.TO $BRK $MKL $WRB $CB https://thecobf.com/forum/topic/20253-fairfax-financial-60-of-the-best-posts-all-in-one-document/#comment-526661 https://thecobf.com/forum/topic/20253-fairfax-financial-60-of-the-best-posts-all-in-one-document/#comment-526661"  
[X Link](https://x.com/VikingVan100/status/1738611957291495875)  2023-12-23T17:26Z [----] followers, 23K engagements


"Capital allocation decisions are what drive the long-term performance of a company. Over the last [--] years Fairfax has been delivering a master-class in capital allocation. EPS BV ROE are now spiking. Click the link to read my long-form post. $FFH.TO https://thecobf.com/forum/topic/20517-fairfax-2024/page/8/#comment-549567 https://thecobf.com/forum/topic/20517-fairfax-2024/page/8/#comment-549567"  
[X Link](https://x.com/anyuser/status/1751671291957195180)  2024-01-28T18:19Z [----] followers, 11.7K engagements


"Is anyone else experiencing deja vu Reminds me of what used to happen to Fairfax from 2003-05. Back then it happened a couple times a year. Short. Followed by accusations. After the drop go long. Ride the stock back up as the smoke clears. Rinse and repeat. Easy money. $FFH.TO"  
[X Link](https://x.com/anyuser/status/1755674882338418859)  2024-02-08T19:28Z [----] followers, 12.6K engagements


"What do I have to say about events from today I learned nothing I didnt already know. And I dont debate UFO sightings. Education is the key. Click the link to get an updated copy of my PDF with [---] pages of information on Fairfax. $FFH.TO https://thecobf.com/forum/topic/20253-fairfax-financial-60-of-the-best-posts-all-in-one-document/#comment-526661 https://thecobf.com/forum/topic/20253-fairfax-financial-60-of-the-best-posts-all-in-one-document/#comment-526661"  
[X Link](https://x.com/anyuser/status/1755752716943401025)  2024-02-09T00:37Z [----] followers, [----] engagements


"Fairfax has released its annual report. My first update is the equity portfolio which is now about $19 billion in size. [--] weeks into [----] the holdings are up about $611 million. Solid start. Click the link below to see complete details. $FFH.TO $FRFHF https://thecobf.com/forum/topic/20517-fairfax-2024/page/37/#comment-556117 https://thecobf.com/forum/topic/20517-fairfax-2024/page/37/#comment-556117"  
[X Link](https://x.com/anyuser/status/1766580237029020007)  2024-03-09T21:42Z [----] followers, [----] engagements


"Click the link below to read the details of my updated earnings forecast for Fairfax. 2024E EPS = US$160/share ROE = 15.8%; YEBV = $1085. FFH shares closed Friday at $1121 which is a forward P/BV = [----] 2025E EPS = $165/share ROE = 14.2% $FFH.TO https://thecobf.com/forum/topic/20517-fairfax-2024/page/39/#comment-556895 https://thecobf.com/forum/topic/20517-fairfax-2024/page/39/#comment-556895"  
[X Link](https://x.com/anyuser/status/1769037888782491967)  2024-03-16T16:27Z [----] followers, [----] engagements


"I dropped [--] of my best long-form posts on Fairfax into a PDF. Updates have been done. Chapter [--] - Earnings Estimates has been re-written. PDF has [---] pages of info. Click the link to get a copy. Companion Excel doc with models is there as well. $FFH.TO https://thecobf.com/forum/topic/20253-fairfax-financial-60-of-the-best-posts-all-in-one-document/#comment-526661 https://thecobf.com/forum/topic/20253-fairfax-financial-60-of-the-best-posts-all-in-one-document/#comment-526661"  
[X Link](https://x.com/VikingVan100/status/1769159637041905994)  2024-03-17T00:31Z [----] followers, [----] engagements


"In Q1 [----] Fairfax's equity holdings (that I track) are up about $585m. Solid start to the year. Big gainers FFH-TRS Eurobank Thomas Cook India & Micron. Total equity portfolio is about $19b. Click the link below to see complete details. $FFH.TO $FRFHF https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/77/#comment-558270 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/77/#comment-558270"  
[X Link](https://x.com/anyuser/status/1774102924135719117)  2024-03-30T15:54Z [----] followers, 10.1K engagements


"The turnaround at Fairfax is complete. Time to shift our valuation methodology from turnaround play to P/C insurer. Lets start with CR total return on investments ROE and P/BV and see what we can learn. Click the link below to read my post. $FFH.TO https://thecobf.com/forum/topic/20517-fairfax-2024/page/42/#comment-558316 https://thecobf.com/forum/topic/20517-fairfax-2024/page/42/#comment-558316"  
[X Link](https://x.com/anyuser/status/1774507758148030554)  2024-03-31T18:43Z [----] followers, [----] engagements


"Fairfaxs largest equity holding is Eurobank with a MV of $2.84bn up $588m in [----]. Up $1.9bn or 404% the past [--] mo. CV is $664m below MV. Well managed. Overcapitalized (big div coming). Hellenic Bank take-out a needle mover. The Greek gods are smiling on $FFH.TO shareholders"  
[X Link](https://x.com/anyuser/status/1789066457399329074)  2024-05-10T22:54Z [----] followers, [----] engagements


"Fairfax has reduced shares outstanding by 19.1% over the past [---] years at an avg cost of $549/sh. Add in the FFH-TRS position and the total reduction/exposure is 26.2% at an avg cost of $501/sh. BV = $940/sh. Intrinsic value = [---] x BV Amazing capital allocation. $FFH.TO"  
[X Link](https://x.com/anyuser/status/1791585716327367084)  2024-05-17T21:44Z [----] followers, [----] engagements


"Cleveland-Cliffs announced they are buying Stelco. Fairfax invested $193m in Stelco in Nov [----]. The total 6-yr return on Fairfaxs investment Est $588m or 305%. Fairfax shareholders are reaping the rewards of New Fairfax. CEO of Stelco is a rockstar. $FFH.TO $STLC.TO $CLF"  
[X Link](https://x.com/anyuser/status/1812906774703268124)  2024-07-15T17:47Z [----] followers, [----] engagements


"My Fairfax PDF/book has been updated - it contains about [---] pages of material on Fairfax and P/C insurance industry. Lots of wisdom from Buffett and others. Click the link to get a free copy. The Excel worksheet with models is there too $FFH.TO $BRK $MKL https://thecobf.com/forum/topic/20253-fairfax-financial-volume-2-80-of-the-best-posts-all-in-one-document/#comment-526661 https://thecobf.com/forum/topic/20253-fairfax-financial-volume-2-80-of-the-best-posts-all-in-one-document/#comment-526661"  
[X Link](https://x.com/VikingVan100/status/1826684142333149335)  2024-08-22T18:13Z [----] followers, [----] engagements


"9 months into [----] Fairfax has: 1.) Increased BVPS to $1033 = +$93. 2.) Paid div = $15/sh 3.) For non-insur assoc + consol holdings increased excess of FV over CV from $1b to $1.9b = $87/sh pre-tax. Click the link for my review of Q3 results. $FFH.TO https://thecobf.com/forum/topic/20517-fairfax-2024/page/90/#comment-585119 https://thecobf.com/forum/topic/20517-fairfax-2024/page/90/#comment-585119"  
[X Link](https://x.com/anyuser/status/1853221071987650955)  2024-11-03T23:41Z [----] followers, [----] engagements


"Stelcos sale to $CLF closed Nov [--]. Time to evaluate the management team at Fairfax - how did their investment in Stelco work out Initial investment was US$193m in Nov [----]. Total gains over the past [--] yrs = $568m +294% = CAGR of 25.5%. Exceptional capital allocation. $FFH.TO"  
[X Link](https://x.com/anyuser/status/1853797351531413603)  2024-11-05T13:51Z [----] followers, [----] engagements


"Fairfax has quietly planted another seed in its equity portfolio. It owns 18% of Orla Mining a gold producer. Their partners are Pierre Lassonde $NEM and $AEM. Significant upside should gold prices stay high. Click this link for more. $FFH.TO $OLA.TO https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/90/#comment-588640 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/90/#comment-588640"  
[X Link](https://x.com/anyuser/status/1860452263153766769)  2024-11-23T22:35Z [----] followers, [----] engagements


"The C$ is getting torched right now. For lots of reasons. What is a Canadian investor to do One strategy is find Canadian companies that have a majority of their business (rev) in the US. Who 64% of Fairfax's insurance revenue is from the US (only 11% is from Canada). $FFH.TO"  
[X Link](https://x.com/anyuser/status/1861472714940432465)  2024-11-26T18:10Z [----] followers, [----] engagements


"Eurobank is Fairfaxs largest equity holding - by far. Over the past [---] yrs it is up $1.8b or 378%. Outstanding. $EUROB.AT will get full control of Hellenic Bank in Q1 of [----]. The mgmt. team at Eurobank is exceptional. Click the link for more. $FFH.TO https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/91/#comment-589151 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/91/#comment-589151"  
[X Link](https://x.com/anyuser/status/1861859696946401374)  2024-11-27T19:48Z [----] followers, [----] engagements


"My Fairfax PDF/book has been updated. It is now close to [---] pages. Chapter [--] (earnings) and Chapter [--] (non-insurance consolidated holdings) were redone. Click the link to get a copy. The companion Excel document with models is also there. $FFH.TO $FRFHF https://thecobf.com/forum/topic/20253-fairfax-financial-volume-2-90-of-the-best-posts-all-in-one-document/#findComment-526661 https://thecobf.com/forum/topic/20253-fairfax-financial-volume-2-90-of-the-best-posts-all-in-one-document/#findComment-526661"  
[X Link](https://x.com/VikingVan100/status/1864357806029115458)  2024-12-04T17:15Z [----] followers, [----] engagements


"Shelby Cullom Davis is one of the GOAT investors. His [--] year CAGR was 23%. His secret sauce He invested primarily in insurance stocks. Do his methods still work today The answer might surprise you. Click the link below to learn more. $FFH.TO $BRK $MKL https://thecobf.com/forum/topic/20517-fairfax-2024/page/97/#findComment-590843 https://thecobf.com/forum/topic/20517-fairfax-2024/page/97/#findComment-590843"  
[X Link](https://x.com/anyuser/status/1866913069252956420)  2024-12-11T18:28Z [----] followers, 10.2K engagements


"As we close the book on [----] it's time to reflect and be thankful. Fairfax just delivered another superb year - stock was up 51%. Over the past [--] yrs it is up 308% CAGR = 42%. Wow Thanks to the team at FFH. And thanks to other $FFH.TO posters - a 1st class group of investors"  
[X Link](https://x.com/anyuser/status/1874594488200699919)  2025-01-01T23:12Z [----] followers, [----] engagements


"My PDF/book on Fairfax has been updated. It is now has close to [---] pages of material. New posts have been added and lots of small edits have been made. Click the link to get a copy. The companion Excel document with models is also there. $FFH.TO $FRFHF https://thecobf.com/forum/topic/20253-fairfax-financial-volume-2-90-of-the-best-posts-all-in-one-document/#findComment-526661 https://thecobf.com/forum/topic/20253-fairfax-financial-volume-2-90-of-the-best-posts-all-in-one-document/#findComment-526661"  
[X Link](https://x.com/anyuser/status/1884663850806472919)  2025-01-29T18:04Z [----] followers, [----] engagements


"What is going on at Markel Over past [--] yrs CAGR of both BVPS and stock was 9.25%. But $MKL management estimates CAGR for IV has been double that number (18.3%). That is a BIG difference. 'External consultants' to the rescue I wonder what Charlie Munger would say. $FFH $BRK"  
[X Link](https://x.com/anyuser/status/1887954326389407825)  2025-02-07T19:59Z [----] followers, 30.3K engagements


"I just finished a deep dive on Markel. What are the problems A cheap stock Succession gone bad Loss of family control What does it mean for Fairfax and Berkshire Hathaway Click the lick the link to read both posts (in succession) $MKL $FFH.TO $BRK https://thecobf.com/forum/topic/21117-fairfax-2025/page/8/#findComment-600639 https://thecobf.com/forum/topic/21117-fairfax-2025/page/8/#findComment-600639"  
[X Link](https://x.com/anyuser/status/1889437272556314951)  2025-02-11T22:12Z [----] followers, 12.1K engagements


"Fairfax just reported FY [----] results and they were very good. As Buffett teaches us accounting results are just the beginning. Investors need to include items that are not captured in accounting results when calculating the YOY increase in intrinsic business value. $FFH.TO"  
[X Link](https://x.com/anyuser/status/1890203774935003587)  2025-02-14T00:57Z [----] followers, [----] engagements


"With Berkshire Hathaway reporting results today I updated my post from yesterday (comparing [--] high quality P/C insurance companies). Below is the updated summary. $FFH.TO $BRK $BRK.A $WRB $IFC.TO $TRV $CB $MKL"  
[X Link](https://x.com/anyuser/status/1893444955403636849)  2025-02-22T23:37Z [----] followers, 24.6K engagements


"Having an information advantage is a great way to outperform other investors. This happens with smaller companies that are not closely followed - like Fairfax Financial. Below are some thoughts on the recent correction in stocks and the impact on Fairfax. $FFH.TO $FRFHF"  
[X Link](https://x.com/anyuser/status/1900603737883984259)  2025-03-14T17:43Z [----] followers, [----] engagements


"Fairfax's AGM is on April [--] [----]. It certainly has been a wonderful run the past [--] years - and I continue to think that $FFH.TO looks like a star athlete that is just now entering their prime. Below is a summary of why I like to attend the AGM with links to the various events"  
[X Link](https://x.com/anyuser/status/1902853332315906553)  2025-03-20T22:42Z [----] followers, [----] engagements


"For Fairfax my updated estimate for EPS for [----] is US$160/diluted share. Including the increase in 'excess of FV over CV' the increase in intrinsic value in [----] is estimated to be $170/diluted share. Click the link below for details. $FFH.TO $FRFHF https://thecobf.com/forum/topic/21117-fairfax-2025/page/25/#findComment-608610 https://thecobf.com/forum/topic/21117-fairfax-2025/page/25/#findComment-608610"  
[X Link](https://x.com/anyuser/status/1903902758916506069)  2025-03-23T20:12Z [----] followers, 17.9K engagements


"About 13% of Fairfax's $23b equity portfolio is in commodity/resource holdings: Orla Foran Mining Altius Metlen EXCO Waterous Energy Fund OXY Ensign AGT. Recent sales: In [----] Resolute Forest Products (top of lumber cycle) and in [----] Stelco (at peak valuation). $FFH.TO"  
[X Link](https://x.com/anyuser/status/1906486651494531577)  2025-03-30T23:20Z [----] followers, [----] engagements


"Has Fairfax become the perfect safe-haven trade Yes that sounds bizarre. But if it looks like a duck swims like a duck and quacks like a duck then it probably is a duck. $FFH.TO"  
[X Link](https://x.com/anyuser/status/1907157973505294557)  2025-04-01T19:47Z [----] followers, [----] engagements


"Fairfax has an equity portfolio of $23b. What are the top [--] holdings What are some learnings Concentration. Misunderstood. Not BRK. Shift to private. Problems fixed. Strong performance. Well positioned. Click the link for details. $FFH.TO $BRK $MKL https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/98/#findComment-610249 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/98/#findComment-610249"  
[X Link](https://x.com/anyuser/status/1907489643312128486)  2025-04-02T17:45Z [----] followers, [----] engagements


"My PDF/book on Fairfax has been updated (650 pages). New posts have been added. Chapters [--] (earnings) and [--] (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 https://thecobf.com/forum/topic/20253-fairfax-financial-volume-2-90-of-the-best-posts-all-in-one-document/#findComment-526661 https://thecobf.com/forum/topic/20253-fairfax-financial-volume-2-90-of-the-best-posts-all-in-one-document/#findComment-526661"  
[X Link](https://x.com/anyuser/status/1907500313785037263)  2025-04-02T18:28Z [----] followers, [----] engagements


"Fairfax continues to be the gift that keeps on giving. Over the past [----] years its stock has significantly outperformed the market averages every year with more of the same YTD [----]. Its cumulative outperformance has been epic. To the entire team at $FFH.TO - thank you"  
[X Link](https://x.com/anyuser/status/1907902535593283681)  2025-04-03T21:06Z [----] followers, [----] 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"  
[X Link](https://x.com/anyuser/status/1911551641012281483)  2025-04-13T22:46Z [----] followers, [----] engagements


"Driven by uncertainty and inflation fears gold continues its improbably run higher. Who was smart enough to buy gold stocks [--] years ago Yes Fairfax was. Their stake in Orla is up +US$500 million YTD. Active management is back. Fairfax is putting on a clinic. $FFH $ORLA $OLA.TO"  
[X Link](https://x.com/anyuser/status/1912225217197535366)  2025-04-15T19:23Z [----] followers, [----] engagements


"Prems presentation from Fairfaxs recently held AGM is now available. If you want to get a good overview of the company this is a great place to start. It clearly demonstrates how well the company is managed and how well it is positioned today. $FFH.TO https://www.fairfax.ca/wp-content/uploads/2025/04/Fairfax_AGM_2025.pdf https://www.fairfax.ca/wp-content/uploads/2025/04/Fairfax_AGM_2025.pdf"  
[X Link](https://x.com/anyuser/status/1913651004123521298)  2025-04-19T17:48Z [----] followers, 14.7K engagements


"What did I learn from attending Fairfaxs AGM this year I still have a lot to learn. Guess how much analysts write about Fairfaxs culture in their reports They don't. Guess how much I have written about culture in my [---] page book on $FFH.TO Very little. Yes I am an idiot"  
[X Link](https://x.com/anyuser/status/1913708480759992601)  2025-04-19T21:37Z [----] followers, [----] engagements


"The execution from Fairfax's mgmt team has been best in class in P/C insurance over the past [--] yrs. The most recent example The sale of Sigma which resulted in a $179m investment gain. Value investing [---]. Click the link for details. $FFH.TO $BRK $MKL https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/101/#findComment-617521 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/101/#findComment-617521"  
[X Link](https://x.com/anyuser/status/1919465136672440677)  2025-05-05T18:52Z [----] followers, [----] engagements


"Fairfaxs #2 equity holding is the total return swaps - giving it exposure to [----] million $FFH.TO shares. The investment has increased in value by about $2.54b over the past [---] years. Is it really a stealth share buyback Click the link to learn more. https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/104/#findComment-621180 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/104/#findComment-621180"  
[X Link](https://x.com/anyuser/status/1927480891942502879)  2025-05-27T21:43Z [----] followers, [----] 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 https://thecobf.com/forum/topic/21117-fairfax-2025/page/46/#findComment-626812 https://thecobf.com/forum/topic/21117-fairfax-2025/page/46/#findComment-626812"  
[X Link](https://x.com/anyuser/status/1941565498166235254)  2025-07-05T18:31Z [----] followers, 10.3K 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 [--] [----] Melten will IPO on the LSE (strong candidate to be added to FTSE100). $FFH.TO"  
[X Link](https://x.com/anyuser/status/1942662247341604908)  2025-07-08T19:09Z [----] followers, [----] 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"  
[X Link](https://x.com/anyuser/status/1943391927023579296)  2025-07-10T19:28Z [----] followers, [----] 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 https://thecobf.com/forum/topic/20253-fairfax-financial-volume-2-90-of-the-best-posts-all-in-one-document/#findComment-526661 https://thecobf.com/forum/topic/20253-fairfax-financial-volume-2-90-of-the-best-posts-all-in-one-document/#findComment-526661"  
[X Link](https://x.com/VikingVan100/status/1948803311160983761)  2025-07-25T17:51Z [----] followers, 17.8K engagements


"How were Q2 results for Fairfax Another great quarter. Economic value increased by about $97/share. Diluted EPS = $62 + excess of FV over CV = $35 (after tax). We look at the big picture and review [--] points. Click the link to read more. $FFH.TO $FRFHF https://thecobf.com/forum/topic/21117-fairfax-2025/page/53/#findComment-630277 https://thecobf.com/forum/topic/21117-fairfax-2025/page/53/#findComment-630277"  
[X Link](https://x.com/anyuser/status/1951391428984316173)  2025-08-01T21:15Z [----] followers, [----] engagements


"How much did Fairfax earn in Q2 Fairfax's diluted EPS was $62/sh. Outstanding. But that number excludes the increase in 'excess of FV over CV' of $1b or $34/sh. This puts economic EPS in Q2 at $96/sh. And of course what investors care about is economic value creation. $FFH.TO"  
[X Link](https://x.com/anyuser/status/1953176846708916575)  2025-08-06T19:30Z [----] followers, [----] engagements


"Fairfax has [--] income streams. They have increased in size from $2.5b (avg from 2016-21) to $7.4b (2026E). Operating income is now 80% of the total (up from 49% 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/anyuser/status/1955709492492136463)  2025-08-13T19:14Z [----] followers, [----] engagements


"Fairfax's equity portfolio is under appreciated. Below we list the top [--] holdings. The performance of the largest publicly traded holdings has been exceptional (over both the past [--] mo and [--] yrs). Portfolio is very well positioned. Sorry detractors. facts are facts. $FFH.TO"  
[X Link](https://x.com/anyuser/status/1958233491134697580)  2025-08-20T18:23Z [----] followers, 49.8K 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/anyuser/status/1962223690021777820)  2025-08-31T18:39Z [----] followers, [----] 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/anyuser/status/1966236796884546005)  2025-09-11T20:25Z [----] followers, [----] 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 https://thecobf.com/forum/topic/21117-fairfax-2025/page/62/#findComment-637603 https://thecobf.com/forum/topic/21117-fairfax-2025/page/62/#findComment-637603"  
[X Link](https://x.com/anyuser/status/1967661420872655246)  2025-09-15T18:46Z [----] followers, [----] engagements


"How much is the intrinsic value of Fairfax going up each year That is the question we attempt to answer in our short post below. A related question. Does 'hidden value' compound just like 'known value' No that is not a trick question. $FFH.TO $FRFHF"  
[X Link](https://x.com/anyuser/status/1980426887336993091)  2025-10-21T00:12Z [----] followers, [----] engagements


"A picture is worth [----] words. The best performing insurance company (over the past [--] years) is available at the cheapest valuation (compared to peers). What to do Panic of course. I love Mr. Market. (My guess is Fairfax does too.) $FFH.TO $FRFHF"  
[X Link](https://x.com/VikingVan100/status/1980700815351509441)  2025-10-21T18:20Z [----] followers, [----] engagements


"Really looking forward to getting a copy of this book on Fairfax Available for pre-ordered (Nov [--] release). It is desperately needed. The author nailed the timing of its release. https://www.amazon.ca/Fairfax-Way-Inside-Lasting-Success/dp/1037802195 https://www.amazon.ca/Fairfax-Way-Inside-Lasting-Success/dp/1037802195"  
[X Link](https://x.com/VikingVan100/status/1980774368012833111)  2025-10-21T23:13Z [----] followers, [----] engagements


"Below are some of the reviews for the new book on Fairfax from author David Thomas called: The Fairfax Way: Inside Prem Watsa's Secret to Lasting Success. On pre-order/available Nov [--]. $FFH.TO $FRFHF https://www.amazon.ca/Fairfax-Way-Inside-Lasting-Success/dp/1037802195#detailBullets_feature_div https://www.amazon.ca/Fairfax-Way-Inside-Lasting-Success/dp/1037802195#detailBullets_feature_div"  
[X Link](https://x.com/VikingVan100/status/1980788784603230561)  2025-10-22T00:10Z [----] followers, 12.9K engagements


"Fairfax has [--] income streams that drive earnings. The 4th largest is share of profit of associates. How did it perform in Q3-25 Very well. It came in at $305m (a big beat). Is this income stream about to inflect higher Click the link for more. $FFH.TO https://thecobf.com/forum/topic/21117-fairfax-2025/page/89/#findComment-645945 https://thecobf.com/forum/topic/21117-fairfax-2025/page/89/#findComment-645945"  
[X Link](https://x.com/anyuser/status/1987614435268301069)  2025-11-09T20:13Z [----] followers, [----] engagements


"As a service to CoBF members I dropped [--] of my best long-form posts on Fairfax into a PDF. Important: this document is not intended to be financial advice. Its purpose is to educate and entertain. $FFH.TO https://thecobf.com/forum/topic/20253-fairfax-financial-60-of-the-best-posts-all-in-one-document/#comment-526661 https://thecobf.com/forum/topic/20253-fairfax-financial-60-of-the-best-posts-all-in-one-document/#comment-526661"  
[X Link](https://x.com/anyuser/status/1687634312857038848)  2023-08-05T01:19Z [----] followers, 18.1K engagements


"It appears Fairfax has made the jump from good to great. The new baseline for operating earnings looks to be around $4.3 billion ($185/share). What happened The flywheel has achieved breakthrough. Click the link below to read my long-form post. $FFH.TO https://thecobf.com/forum/topic/19861-fairfax-2023/page/45/#comment-528496 https://thecobf.com/forum/topic/19861-fairfax-2023/page/45/#comment-528496"  
[X Link](https://x.com/VikingVan100/status/1693159600508592160)  2023-08-20T07:14Z [----] followers, 27.7K engagements


"Fairfax has been putting on a clinic the past [--] years of how to manage a fixed income portfolio through the historic bear market in bonds. Interest rate risk Inflation risk Click the link below to read our long-form post. $FFH.TO $CB $BRK $WRB $MKL $AIG https://thecobf.com/forum/topic/19861-fairfax-2023/page/67/#comment-541276 https://thecobf.com/forum/topic/19861-fairfax-2023/page/67/#comment-541276"  
[X Link](https://x.com/anyuser/status/1728672658131443832)  2023-11-26T07:10Z [----] followers, 14.5K engagements


"I dropped [--] of my best long-form posts on Fairfax into a PDF. Another update of the document is done - it now has over [---] pages of information. Click the link to get a copy. Companion Excel doc with models is there as well. $FFH.TO $BRK $MKL $WRB $CB https://thecobf.com/forum/topic/20253-fairfax-financial-60-of-the-best-posts-all-in-one-document/#comment-526661 https://thecobf.com/forum/topic/20253-fairfax-financial-60-of-the-best-posts-all-in-one-document/#comment-526661"  
[X Link](https://x.com/anyuser/status/1746240922046939439)  2024-01-13T18:40Z [----] followers, 10.8K engagements


"Three things drive a stock price: growing earnings multiple expansion and lower share count. But all three at the same time Very rare. And great for investors. We do a deep dive on multiple expansion and Fairfax. Click the link to read my post. $FFH.TO https://thecobf.com/forum/topic/20517-fairfax-2024/page/9/#comment-550606 https://thecobf.com/forum/topic/20517-fairfax-2024/page/9/#comment-550606"  
[X Link](https://x.com/anyuser/status/1753948468509601844)  2024-02-04T01:07Z [----] followers, [----] engagements


"Fairfax has reduced shares outstanding by 15.5% over the past [--] years at an avg cost of $481/sh. Add in the FFH-total return swap position and the total reduction/exposure is 22.7% at an avg cost of $447/share = +50% discount to BV of $940. Excellent capital allocation. $FFH.TO"  
[X Link](https://x.com/anyuser/status/1759679713151250820)  2024-02-19T20:41Z [----] followers, [----] engagements


"Two months into Q1 (Feb 29) Fairfax's equity holdings (that I track) are up about $496mn. Solid start. Big gainers Eurobank TRS-FFH and Thom Cook India. Total equity portfolio is about $18bn. Click the link below to see complete details. $FFH.TO $FRFHF https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/72/#comment-555027 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/72/#comment-555027"  
[X Link](https://x.com/anyuser/status/1763630746525118482)  2024-03-01T18:21Z [----] followers, [----] engagements


"I dropped [--] of my best long-form posts on Fairfax into a PDF. An update has also been done for Chapter [--] - An Overview of Fairfax. PDF has [---] pages of info. Click the link to get a copy. Companion Excel doc with models is there as well. $FFH.TO https://thecobf.com/forum/topic/20253-fairfax-financial-80-of-the-best-posts-all-in-one-document/#comment-526661 https://thecobf.com/forum/topic/20253-fairfax-financial-80-of-the-best-posts-all-in-one-document/#comment-526661"  
[X Link](https://x.com/anyuser/status/1777072201595785653)  2024-04-07T20:33Z [----] followers, [----] engagements


"Today Berkshire Hathaway is like an aging elephant. Yes a magnificent beast. And Fairfax is like a lion in its prime. And the drought (zero int rates) has ended - and the savannah is once again teeming with game. Click the link for more. $FFH.TO $BRK https://thecobf.com/forum/topic/20517-fairfax-2024/page/50/#comment-562520 https://thecobf.com/forum/topic/20517-fairfax-2024/page/50/#comment-562520"  
[X Link](https://x.com/anyuser/status/1786082266437017780)  2024-05-02T17:16Z [----] followers, [----] engagements


"Half way into Q2 (May 10) Fairfax's equity holdings (that I track) are up about $700mn. Solid start. Big gainers Eurobank FFH-TRS TC India and Quess. Total equity portfolio is about $20.4bn. Click the link below to see complete details. $FFH.TO $FRFHF https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/79/#comment-563908 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/79/#comment-563908"  
[X Link](https://x.com/anyuser/status/1789336800613306614)  2024-05-11T16:48Z [----] followers, [----] engagements


"Buffett's new favourite sector is P/C insurance. What a shocker Float matters again Makes sense he would go with Chubb (size/liquidity/quality company). Not that past performance matters but sometimes it can be helpful to look at the facts. Just for fun. $BRK $CB $MKL $FFH.TO"  
[X Link](https://x.com/anyuser/status/1790863467970523582)  2024-05-15T21:54Z [----] followers, 11.5K engagements


"Fairfaxs largest equity holding is Eurobank. Its MV just went over $3b. Excess of MV over CV is +$800m (not captured in FFH's BV). Dividend just approved; pre-tax proceeds = $128m. Investment up $2.16b or 462% over past [--] mo. The Greek gods are smiling on $FFH.TO shareholders"  
[X Link](https://x.com/anyuser/status/1816228694215778789)  2024-07-24T21:47Z [----] followers, [----] engagements


"Click the link below to read the details of my updated earnings forecast. My current guess is Fairfax will earn about $160/sh in [----] and $166/sh in [----]. 3-year avg ROE = 17.4%. Growth in 'excess of FV over CV' is delivering additional value. $FFH.TO https://thecobf.com/forum/topic/20517-fairfax-2024/page/93/#comment-587661 https://thecobf.com/forum/topic/20517-fairfax-2024/page/93/#comment-587661"  
[X Link](https://x.com/anyuser/status/1858213397176750342)  2024-11-17T18:19Z [----] followers, 16K engagements


"Three things drive a stock price: earnings multiple and share count. Over the past [----] years Fairfax has reduced share count by 20.8% at very attractive prices creating enormous value for shareholders. Click the link for complete details. $FFH.TO https://thecobf.com/forum/topic/20517-fairfax-2024/page/94/#comment-587779 https://thecobf.com/forum/topic/20517-fairfax-2024/page/94/#comment-587779"  
[X Link](https://x.com/anyuser/status/1858551746840142076)  2024-11-18T16:44Z [----] followers, [----] engagements


"Fairfax's investment in Orla is up about $323m in Q1 [----] (Mch 28). Their $150m convertible bond investment (part of Musselwhite purchase) is looking well timed. Including the conv. bonds/warrants the MV of $FFH.TO's investment in $ORLA is now $933m (shares = 101.9m). $OLA.TO"  
[X Link](https://x.com/anyuser/status/1906376006681903579)  2025-03-30T16:00Z [----] followers, [----] engagements


"As Canadians cut back on travel to the US what are they doing Eating out in Canada more. Reservations at restaurants are up 20%. Who is one on the winners Fairfax. They own Recipe. With [----] locations it is the largest full-service restaurant company in Canada. $FFH.TO"  
[X Link](https://x.com/anyuser/status/1913277754596040941)  2025-04-18T17:05Z [----] followers, [----] engagements


"Today we do a deep dive on Fairfaxs investment in Recipe Unlimited. To see what it can teach us about Fairfax - its senior management team and how it does capital allocation. The Fairfax 'story' keeps getting better. Click the link to read more. $FFH.TO https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/103/#findComment-620121 https://thecobf.com/forum/topic/16427-fairfax-stock-positions/page/103/#findComment-620121"  
[X Link](https://x.com/anyuser/status/1925283695654838437)  2025-05-21T20:12Z [----] followers, [----] engagements


"Fairfaxs Q2 earnings results should be out shortly. Click the link below to see my summary: 1.) From the Q1 earnings release/call. 2.) For Q2 earnings (some of the questions I have). I expect a good quarter. The question is how good $FFH.TO $FRFHF https://thecobf.com/forum/topic/21117-fairfax-2025/page/52/#findComment-630072 https://thecobf.com/forum/topic/21117-fairfax-2025/page/52/#findComment-630072"  
[X Link](https://x.com/anyuser/status/1951017715122184419)  2025-07-31T20:30Z [----] followers, [----] engagements


"Over the past [--] years Fairfax has delivered a return of 19.2% 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/anyuser/status/1960784213562810680)  2025-08-27T19:19Z [----] followers, [----] engagements


"On Oct [--] [----] Fairfax announced the sale of their 80% stake in Eurolife's life ins. bus. to Eurobank for $944.7m. Fairfax will also buy 45% of Eurobanks P/C ins. bus. in Cypress for $69m. Both deals are expected to close in Q1 [----]. Below are some thoughts. $FFH.TO $EUROB.AT"  
[X Link](https://x.com/anyuser/status/1978223128393199659)  2025-10-14T22:15Z [----] followers, [----] engagements


"Fairfax has [--] income streams. The smallest is 'non-insurance consolidated holdings'. It is not small any more coming in at $211m in Q3-2025. What is a new income stream of $800 million/year (with a strong growth profile) worth Just asking for a friend. $FFH.TO $FRFHF"  
[X Link](https://x.com/anyuser/status/1986570927900139975)  2025-11-06T23:06Z [----] followers, [----] engagements


"After years of hard work a 5th income stream appears to be breaking out at Fairfax. It is material in size and poised to grow strongly in the coming years. Are investors and analysts paying attention Probably not. Click the link below for more. $FFH.TO https://thecobf.com/forum/topic/21117-fairfax-2025/page/91/#findComment-646294 https://thecobf.com/forum/topic/21117-fairfax-2025/page/91/#findComment-646294"  
[X Link](https://x.com/anyuser/status/1988331241301807465)  2025-11-11T19:41Z [----] followers, [----] engagements

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