Sitemap - 2024 - Canadian Value Investors’ Substack
Taiga Building Products / Slate Office REIT Holiday News
Happy Holidays from Canadian Value Investors!
CVI Update: Exited Talen Energy, Taiga Building Product’s parent tries to go private
GrafTech NYSE:EAF - The niche business... turning around?
(From May 2023 archives) - Graftech (NYSE:EAF) – Scuttlebutt, and tail risks, and value traps, oh my
Energy Services Expectations - STEP Energy Go-Private Offer, Calfrac/Ensign key owners keep buying
Saker Aviation Q3 and Sirius XM post-transaction updates
Leon’s Furniture TSX:LNF – Every lot is for sale, but the real story is about capital allocation
Planet MicroCap Vancouver 2024 Highlights
October “Q3” Portfolio Update: “What kind of investor are you?”
Planet MicroCap Vancouver 2024 Cheatsheet
Personal Finance 101 – How to start saving and investing from scratch
Charlie Munger Talk at Ross University 2017 - Full Transcript
Ensign Energy ESI / Calfrac Well Services – Expectations are low and key owners are buying more
We will not look at large caps. We will not look at large caps
Liberty Sirius SIRI / LSXMA / LSXMK: In Ted Weschler we trust, August update
Happy Fourth of July! What is it like investing from Canada anyway?
Happy Fourth of July! What is it like investing from Canada anyway?
Portfolio Update: Concentrated investing in practice and pricing political risk
Talen Energy Corporation (OTC: TLNE) – An out-of-bankruptcy case study
Monster Beverage Odd Lot Trade – Working with small amounts of capital in practice
Vitreous Glass (TSXV:VCI) – Still crushing it after all these years
Taiga Building Products TBL Q1/AGM Update: The cash pile really is too high
Cloning investment ideas in practice – SiriusXM and Ted Weschler's big bet at Berkshire Hathaway
Graftech and Petrobras Boardroom Brawls
Ammo Inc. POWW – Do you feel lucky, punk?
Fishing for ideas - HMM.A DADA SEA TVK
Inflation and Stocks: The first rule of a happy life is low expectations – PBR, BATS/BTI
Supremex Inc. TSX:SXP – An envelope full of cash
Cloning Investments: 13F news and dangers
Taiga Building Products TSX:TBL – Single digit P/E and the cash pile grows… now what?
Seneca Foods NASDAQ:SENEA Q3 (ending Dec) Update
Seneca Foods NASDAQ: SENE.A – Canning Cash
Building a Practical Framework for Value Investing
Always Thinking About Relative Value – MEQ, BTI, and The “Magnificent” Seven
Aliababa NYSE:BABA – Hitting the Great Wall of China, Todd Combs, and ideas from around the world
Solitron Devices, Inc. OTC:SODI Q3 Update
Mainstreet Equity (TSX:MEQ) - The apartment tycoon investing in real estate differently