Canadian Value Investors’ Substack

Canadian Value Investors’ Substack

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March 2025

Ravelin REIT (TSX:RPR.UN) Financing Update – There ain’t no party like a G2S2 party
Senior lenders replaced by key owner. Now what?
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CanadianValueInvestors
Updates on Velan Inc, KITS Eyecare, and NFI Group
and an Enron sales pitch!
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CanadianValueInvestors
Velan Inc. TSX:VLN – All polished up and ready for sale
Disclosure: We own this one.
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CanadianValueInvestors
Nathan’s Famous Hot Dogs (NASDAQ: NATH) on sale. Get them while they’re hot
A 25-50% offer above the current share price would not be unreasonable and appears like it will happen soon.
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CanadianValueInvestors
Taiga Building Products (TSX: TBL) still cheap: A case study in the challenges of capital allocation
Year-end 2024 update
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CanadianValueInvestors

February 2025

Stealth Monopolies: I Looked For Hidden Giants Dominating Niche Markets And This Is What I Found
Identifying under-the-radar companies with monopoly-like dominance in niche markets
Published on Polymath Investor • 
Trump tariffs and other noise: Where we have our money today (portfolio update)
And “Seneca Foods (NASDAQ:SENEA) has too much debt” some said, we disagreed and so do their banks it seems
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CanadianValueInvestors
NFI Group Inc. (TSX:NFI) - Is this our bus?
NFI is just turning the corner returning to positive EBITDA, improved contracting and procurement processes, and a record $12 billion backlog, while…
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CanadianValueInvestors

January 2025

December 2024

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