Thoughts & Ideas

I'm taking a departure from my usual research with this article to describe a time, before I started my investing journey, when I unknowingly applied a value investor mindset to an everyday financial decision - selecting an apartment to rent. Back in 2019, a couple of years after

Today I'm sharing three interesting companies I've been researching over the last few weeks. All three are going through some manner of turbulence that has hit their share price, but in each case, the impact looks relatively short-term and thus presents a potential opening for contrarian

Two companies in the US homebuilding sector, and a metallurgical coal miner.

A look at a premium drinks conglomerate, a publisher, and a global drilling contractor.

This week we're taking a look at a large Canadian convenience store operator, a toy developer/distributor in the UK, and a respiratory care provider in the US. Alimentation Couche-Tard Inc. (ATD.TSX) ATD operates more than 16,800 convenience stores and petrol stations across 31 countries and

A look at two well-known growth companies, and a micro-cap aggressively repurchasing its shares.

A look at an automotive industry supplier, timber product distributor, and office REIT.

A look at two micro-caps in very different industries, and a shipping broker.

Two companies in the natural resource sector trading below book value, and digital marketing company caught in the advertising slump.