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GrafTech NYSE:EAF - The niche business... turning around?
December 2024 Update - In 2019, we first wrote about GrafTech International, the IPO’d “niche business that the market forgot”. They are one of a few…
6 hrs ago
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GrafTech NYSE:EAF - The niche business... turning around?
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(From May 2023 archives) - Graftech (NYSE:EAF) – Scuttlebutt, and tail risks, and value traps, oh my
Disclosure: This article was originally posted in our pre-Substack CVI Club in May 2023
Dec 4
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(From May 2023 archives) - Graftech (NYSE:EAF) – Scuttlebutt, and tail risks, and value traps, oh my
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November 2024
Energy Services Expectations - STEP Energy Go-Private Offer, Calfrac/Ensign key owners keep buying
And Saker Aviation loses its contract
Nov 25
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Energy Services Expectations - STEP Energy Go-Private Offer, Calfrac/Ensign key owners keep buying
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Saker Aviation Q3 and Sirius XM post-transaction updates
Berkshire buys more SIRI
Nov 17
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Saker Aviation Q3 and Sirius XM post-transaction updates
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Taiga Building Products / Slate Office REIT updates, and share of mind: Alibaba versus Vitreous Glass
Since our last update, we exited our Alibaba long-dated calls and Slate Office convertible debentures for 100%+ returns.
Nov 10
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Taiga Building Products / Slate Office REIT updates, and share of mind: Alibaba versus Vitreous Glass
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October 2024
Leon’s Furniture TSX:LNF – Every lot is for sale, but the real story is about capital allocation
Canadian Value Investors’ Substack is a reader-supported publication.
Oct 29
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Leon’s Furniture TSX:LNF – Every lot is for sale, but the real story is about capital allocation
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Planet MicroCap Vancouver 2024 Highlights
KITS Eyecare Ltd. TSX:KITS – I see the light, and it only cost me $28
Oct 12
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Planet MicroCap Vancouver 2024 Highlights
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October “Q3” Portfolio Update: “What kind of investor are you?”
And an update on Slate Office REIT
Oct 5
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October “Q3” Portfolio Update: “What kind of investor are you?”
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September 2024
Planet MicroCap Vancouver 2024 Cheatsheet
Here's an overview of every company attending this year's conference.
Sep 16
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CanadianValueInvestors
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Planet MicroCap Vancouver 2024 Cheatsheet
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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
Sep 8
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MicroCap Club Leadership Summit 2024 Pitch Summaries and KITS Eyecare: Are they at an inflection point?
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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.
Aug 28
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Charlie Munger Talk at Ross University 2017 - Full Transcript
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Ensign Energy ESI / Calfrac Well Services – Expectations are low and key owners are buying more
Merger Arbitrages – The Regulatory Minefield
Aug 27
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CanadianValueInvestors
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Ensign Energy ESI / Calfrac Well Services – Expectations are low and key owners are buying more
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