2025-03-12
Trading at a significant 57% discount to management’s NAV of 35.43/share with potential catalysts on the horizon to unlock this value.
2025-03-02
Sometimes investment theses start with GoodCo./BadCo., where BadCo. is sold or spun off to highlight the value of the GoodCo. Currency Exchange International (“CXI” on the TSX and “CURN” over the counter) represents GoodCountry/BadCountry, with the BadCountry being wound down over the next year.
2025-02-25
Some key attributes of Jerry Jones’ investments that made him so rich; a couple of interesting reads this past weekend.
2025-02-17
An interesting stock I came across to put on my watchlist is Gulf & Pacific Equities Corp. (GUF.V). It’s not something I would invest in now as I would need some sort of catalyst for this idea to work and don’t see it right now.
2025-02-06
Two posts ago I talked about “seasoned liquidations” and I just happened to have found exactly that.
2025-02-03
A few stocks to keep track of from the Canadian Securities Exchange.
2025-01-19
A couple of deep value special situations in Australia; A concept of liquidations I read about
2025-01-11
Highly overcapitalized bank trading at 7x earnings, 0.62x adjusted TBV with potential upside from 53% - 140%.
2024-12-30
Some learnings from years of shareholder letters by Trinity Bank’s CEO
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