Copper Scraps excluded from Tariffs! $SES.TO Link: whitehouse.gov/fact-sheets/20…

Fairfax Q2 coming in hot... EPS: $61.61 (+57%) vs $55.22 est. 🔥 CR: 93.3 🔥 Excess FV over CV of investments in non-insurance associates and consolidated non-insurance subs increased to $2.4bn from $1.5bn. Price to aBV 1.4x This trades for a lower PE than $UNH $FFH.to $FRFHF

Talk about some crazy IRR on Mortgage Loans! $FFH.TO / $FRFHF 👏👏

Secure Waste $SES.TO theglobeandmail.com/investing/mark…

$TOT.TO Glad to see Dan still thinks shares are cheap! Can't find many CEOs who walk alongside fellow shareholders/owners! 🫡

$FFH.TO / $FRFHF - No shares redemption/Cancellation in July?🤔

I wonder how many other companies would actually show this in their Annual report if the returns were such! $AKTAF $AKT-A.TO

US Total Rig count since 2011. Pretty crazy how far it has fallen! $PD.TO $TOT.TO $AKT.A.TO $ESI.TO Source: Perplexity/Baker Hughes

Funny, I asked Perplexity how accurate GS has been over the last 10 years in predicting oil prices. 🤷‍♂️ x.com/HFI_Research/s…

Strathcona Executive Chairman Adam Waterous shares comment on MEG/Cenovus agreement; outlines next steps dlvr.it/TMlF6c