Posts
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#125 - Ramblings Nov2024
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#124 - Portfolio Update Oct2024
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#123 - Ramblings Oct2024
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#122 - Portfolio Update Sep2024
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#121 - Ramblings Sep2024
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#118 - Portfolio Update Aug2024
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#119 - Ramblings Aug2024
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#118 - Portfolio Update July2024
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#117 - Ramblings July2024
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#116 - Portfolio Update Jun2024
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#115 - Ramblings June2024
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#114 - Portfolio Update May2024
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#113 - Ramblings May2024
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#112 - Portfolio Update Apr2024
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#111 - Ramblings Apr2024
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#109 - Portfolio Update Mar2024
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#109 - Ramblings Mar2024
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#108 - Portfolio Update Feb2024
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#107 - Ramblings Feb2024
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#106 - Portfolio Update Jan2024
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#105 - Ramblings Jan2024
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#104 - Portfolio Update Dec2023
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#103 - Ramblings Dec2023
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#102 - Portfolio Update Nov2023
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#101 Ramblings Nov2023
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#100 - Portfolio Update Oct2023
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#99 - Ramblings Oct2023
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#98 - Portfolio Update Sep2023
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#97 - Ramblings Sep2023
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#96 - Portfolio Update Aug2023
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#95 - Ramblings Aug2023
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#94 - Portfolio Update July2023
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#93 - Ramblings July2023
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#92 - Portfolio Update, June 2023
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#91 - Ramblings June2023
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#90 - Portfolio Update, May 2023
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#89 - Ramblings, May 2023
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#88 - Portfolio Update, April 2023
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#87 - Ramblings, April 2023
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#86 - Portfolio Update, March 2023
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#85 - Ramblings, March 2023
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#84 - Portfolio Update, February 2023
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#83 - Ramblings, February 2023
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#82 - Portfolio Update, January 2023
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#81 - Ramblings, January 2023
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99 Dale Carnegie
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#80 - Ramblings, December 2023
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#79 - Portfolio Update, December 2022
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99 How to Invest Geoff Gannon
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99 Falcon
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99 Lovesac
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#78 - November 2022 Ramblings
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#77 - Portfolio Update, November 2022
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#76 - Mako Mining 2022Q3
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Ivx
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99 Miravo
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00 Aa Personal
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99 Keystone Law
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99 Costain
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99 Emerging Value Ideas
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#75 - October Ramblings
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#74 - Portfolio Update, October 2022
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#73 - How Long Can It Last?
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#72 - On a Personal Note
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#71 - Portfolio Update, September 2022
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#70 - Dont Look
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#69 - Revisiting the purpose of journaling
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#68 - Portfolio Update, August 2022
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#67 - Cipher Pharmaceuticals $CPH.TO
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#66 - Stuff Happened
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#65 - Mako Mining 2022Q2
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#64 - Cardlytics
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#63 - Portfolio Update, July 2022
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#61 - Portfolio Update, June 2022
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#60 - Le style cest l'homme!
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#59 - Personal Checkpoint
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#58 - Currency Exchange International
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#57 - Martin Carlesund
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#56 - Conversation with Todd Haushalter
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#55 - Aimia: too bad, so sad
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#53 - Hold Fast
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#52 - Portfolio Update, May 2022
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#51 - I Trimmed $AEP.V
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#50 - Portfolio Update - Apr 2022
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#49 - Thoughts on Mako Mining
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#48 - Atlas Engineered Products Valuation
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#47 - The Curious Case of Atlas Engineered Products
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#46 - Portfolio Update - Mar 2022
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#45 - Current mood
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#44 - Final Thoughts on Semler
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#43 - The Multidisciplinary Approach to Thinking
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#42 - I sold SMLR
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#41 - The Pain Is Real
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#40 - Semler Scientific
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#39 - Portfolio Update - Feb 2022
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#38 - I Quit My Job
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#37 - The Chinese Mother and the Camel
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#36 - Twitter and TechCrunch Mashup
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#35 - Random Thoughts
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#34 - Wildbrain 2022 Q2
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#33 - Poker and Investing (1)
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#32 - Avante Logixx
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#31 - Update on Aimia
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#30 - Wildbrain recent earnings calls
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#29 - Moron
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#28 - Letters 2021Q4 (Part 2)
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#27 - Portfolio Update - Jan 2022
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#26 - Wildbrain Peanuts
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#25 - CTS.TO, CSU.TO, and good businesses
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#24 - Are We Thinking Clearly?
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#23 - Update on Oil
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#22 - Selected Letters - 2021Q4 (Part 1)
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#21 - Weekly Recap
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#20 - Doc Jones, Resource Investor
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#19 - Contrarian Investment Strategies
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#18 - Notes on: Value After Hours S04 E03
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#17 - Canaf Investments
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#16 - The Long Game
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#15 - Even God would get fired as an Active Investor
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#14 - Friday Musings
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#12 - Glacier Media
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#11 - Compounders, Deep Value and WildBrain
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#9 - Closing the loop on Aimia and Energy
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#8 - Oil (part 2)
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#7 - Weekly Recap
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#6 - Aimia Inc
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#5 - Oil and Gas
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#4 - Loyalty Ventures Inc
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#3 - WildBrain
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#2 - Semler Scientific
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#1 - Texas Pacific Land Corp
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#0 (revived) - What I Learned in 2021
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#0 (revived) - Triggered
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#0 (revived) - Thanksgiving 2021
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#0 (old) - DeBABAcle
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#0 (old) - NuRAN, what's the dealio?
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#0 (old) - Conversation with Artem Fokin
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#0 (revived) - Sunlight Financial $SUNL
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Mark Leonard Letters
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#0 (revived) - What's Important
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#0 (revived) - Thoughts on the pandemic and the vaccine
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#0 (old) - Nuran - part 3
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#0 (old) - Guy Spier: The Education of a Value Investor
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#0 (revived) - Viemed
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#0 (old) - Nuran - part 2
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#0 (old) - Nuran - part 1
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#0 (old) - Alibaba
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#0 (old) - Data Communications Management
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Quotes
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Investing Resources