Canadian Value Investors’ Substack

Canadian Value Investors’ Substack

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Sitemap - 2023 - Canadian Value Investors’ Substack

Happy holidays from the Canadian Value Investors Team!

Fairfax India Holdings Corp (TSX:FIH) – A journey through India on coattails: 2023 Update

Unit Corp OTCMKTS:UNTC - The Christmas dividend… now what?

Security Corp NASDAQ: STRT – Hidden value of their JV unlocked.. now what?

Goodbye Charlie Munger

Dividends, interest rates, and noise

SODI, POWW, Petrobras, and more investing ideas from around the world

Ammo Inc. POWW – Do you feel lucky, punk?

Startek NYSE:SRT and Weekend Pitches

Seneca Foods NASDAQ: SENE.A – Canning Cash

American Coastal Insurance Corporation – A hidden gem, or hiding in the eye of a hurricane?

Portfolio Update, PBR, odd lots, and pitches

Gravity Co. NYSE:GRVY and Activision-Blizzard NYSE:ATVI – Thinking about relative value

Canadian Value Investors Relaunches on Substack!

Solitron Devices, Inc. (OTCPK:SODI) Is Tim Eriksen building a baby Berkshire?

ATVI merger failing? Maybe not so bad... and picking up an odd lot

2023 Mid-year Portfolio Update

Clarke Inc. Special Situation(s)

Graftech (NYSE:EAF) – Scuttlebutt, and tail risks, and value traps, oh my

Is Koninklijke Philips (NYSE:PHG, AS:PHIA) a wonderful Christmas gift, or a lump of coal?

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