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MicroCap Club Leadership Summit 2024 Pitch Summaries and KITS Eyecare: Are they at an inflection point?
And NVDA VS U.S. Treasuries Update
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CanadianValueInvestors

August 2024

Charlie Munger Talk at Ross University 2017 - Full Transcript
We came across a great 2017 talk with Charlie Munger at Ross University and found it worthwhile enough to put together a transcript.
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CanadianValueInvestors
Ensign Energy ESI / Calfrac Well Services – Expectations are low and key owners are buying more
Merger Arbitrages – The Regulatory Minefield
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CanadianValueInvestors
That talk that inspired Cloning Investments 101 - Mohnish Pabrai - 2012 Ben Graham Talk Full Transcript
CanadianValueInvestors’ Substack is a reader-supported publication.
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CanadianValueInvestors
We will not look at large caps. We will not look at large caps
TBL / SOT Q2 updates and more
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CanadianValueInvestors
Liberty Sirius SIRI / LSXMA / LSXMK: In Ted Weschler we trust, August update
Here is the latest from Canadian Value Investors!
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CanadianValueInvestors

July 2024

The House of Cards Vacation
Here’s the latest from Canadian Value Investors!
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CanadianValueInvestors
A Summer Subscription Pause
Hi everyone,
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CanadianValueInvestors
Happy Fourth of July! What is it like investing from Canada anyway?
Happy Fourth of July to our American subscribers!
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CanadianValueInvestors
Slate Office REIT (TSX:SOT) Convertible Debentures: Will a key shareholder make these a bargain or a loss making boondoggle?
A case study of the current office building real estate market
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CanadianValueInvestors

June 2024

Portfolio Update: Concentrated investing in practice and pricing political risk
And another odd lot trade that can pay for an annual CVI subscription
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CanadianValueInvestors
Talen Energy Corporation (OTC: TLNE) – An out-of-bankruptcy case study
Disclosure: We own this one.
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CanadianValueInvestors
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