Equity Alpha

[Equity Alpha @Equity_Alpha_]

@joecarlsonshow Yes merging is a good idea. Give us a better overview of your true allocation and dollars at work.

[Equity Alpha @Equity_Alpha_]

@TidefallCapital where is this!

[Equity Alpha @Equity_Alpha_]

@joecarlsonshow @doneill appreciate the quick response, I thought it would be the opposite - I've followed you for many years, love your investing style and videos, keep up the great work!

[Equity Alpha @Equity_Alpha_]

@joecarlsonshow @doneill What is your allocation between SCHG and the other 2 portfolios you run on a % basis? Is that one quite larger, therefore most of your $ is indexed versus stock picking?

[Equity Alpha @Equity_Alpha_]

@KrisPatel99 Appreciate your response, and I agree!

Also, Datadog supporting the recovery!

[Equity Alpha @Equity_Alpha_]

@bdkoepke Sweet thanks for the response, appreciate your insight!

[Equity Alpha @Equity_Alpha_]

@realMeetKevin How did you get so lean?

[Equity Alpha @Equity_Alpha_]

@PronkDaniel welcome to the shareholders club!

[Equity Alpha @Equity_Alpha_]

@CDRG_RedTeam @BubleQe When you compare it to intact and Manulife do you think they trade higher because a greater % of their earnings come from insurance rather than investment income?

[Equity Alpha @Equity_Alpha_]

@TidefallCapital Trevor, what’s your view on the quarter?

Outside of investment losses, business seems like it’s still doing its thing.

[Equity Alpha @Equity_Alpha_]

@VikingVan100 @VikingVan100 how do you calculate the excess over FV of $800 M or $29/share - is this because Poseidon value technically is higher on the B/S due to the crystallization of the sale?

[Equity Alpha @Equity_Alpha_]

@BrownMarubozu @fhoro How do you think about FFH vs. Intact IFC - almost a double multiple for same ROE. But people say because IFC has better underwriting and combined ratio it leads to a higher durability of earnings? Is that worth the premium? And is there a possibility FFH can get their CR to 85s

[Equity Alpha @Equity_Alpha_]

@MrFamilyOffice What’s your best advice for being a good family office employee on the investment team from your experience?

[Equity Alpha @Equity_Alpha_]

@gurgavin WHERE HAVE YOU BEEN!

[Equity Alpha @Equity_Alpha_]

@scottcharts Is this positive or negative?

Maybe positive because it means many stocks have to catch up?

[Equity Alpha @Equity_Alpha_]

@PronkDaniel @NewcomerInvest No probs. I’m also from Toronto Canada, and watch your channel (great content and investor). If you decide to make it out to FFH investor week in April this year, happy to make intros and send you all the major events dates!

[Equity Alpha @Equity_Alpha_]

@PronkDaniel @NewcomerInvest bonds represent about ~1/3 of income at the moment, if bond yields were to drop I’d suspect their cash flow from their stock portfolio would offset any drop off in yield, imo