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Thoughts & Ideas

A collection of 11 issues

Charter Communications - the inverse SpaceX trade?

Uncertainty around competition from new technologies and a heavy debt burden have pushed Charter's share price to its lowest level in a decade, creating the opportunity for substantial upside from a recovery.

PayPal - golden opportunity or value trap?

Despite certain risks, the asymmetry between the up and downside scenarios makes PayPal a pretty enticing investment opportunity at its current share price.

An everyday example that illustrates the value investor mindset

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 I

Three Contrarian Investment Ideas for January 2026

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

Bottom Feeding - DHI.NYSE, BLDR.NYSE, and AMR.NYSE

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

Bottom Feeding - DGE.LSE, BMY.LSE, and FAR.TSX

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

Bottom Feeding - ATD.TSX, CCT.AIM, and QIPT.TSX

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

Bottom Feeding - DOM.LSE, TRN.LSE, and CFX.AIM

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

Bottom Feeding - MG.TSX, LTHM.AIM, and D.UN.TSX

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

Bottom Feeding - XPF.AIM, CTA.AIM, and CKN.LSE

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