Posts

• #125 - Ramblings Nov2024

• #124 - Portfolio Update Oct2024

• #123 - Ramblings Oct2024

• #122 - Portfolio Update Sep2024

• #121 - Ramblings Sep2024

• #120 - Portfolio Update Aug2024

• #119 - Ramblings Aug2024

• #118 - Portfolio Update July2024

• #117 - Ramblings July2024

• #116 - Portfolio Update Jun2024

• #115 - Ramblings June2024

• #114 - Portfolio Update May2024

• #112 - Portfolio Update Apr2024

• #111 - Ramblings Apr2024

• #109 - Portfolio Update Mar2024

• #109 - Ramblings Mar2024

• #108 - Portfolio Update Feb2024

• #107 - Ramblings Feb2024

• #106 - Portfolio Update Jan2024

• #105 - Ramblings Jan2024

• #104 - Portfolio Update Dec2023

• #103 - Ramblings Dec2023

• #102 - Portfolio Update Nov2023

• #101 Ramblings Nov2023

• #100 - Portfolio Update Oct2023

• #99 - Ramblings Oct2023

• #98 - Portfolio Update Sep2023

• #97 - Ramblings Sep2023

• #96 - Portfolio Update Aug2023

• #95 - Ramblings Aug2023

• #94 - Portfolio Update July2023

• #93 - Ramblings July2023

• #92 - Portfolio Update, June 2023

• #91 - Ramblings June2023

• #90 - Portfolio Update, May 2023

• #89 - Ramblings, May 2023

• #88 - Portfolio Update, April 2023

• #87 - Ramblings, April 2023

• #86 - Portfolio Update, March 2023

• #85 - Ramblings, March 2023

• #84 - Portfolio Update, February 2023

• #83 - Ramblings, February 2023

• #82 - Portfolio Update, January 2023

• #81 - Ramblings, January 2023

• #80 - Ramblings, December 2023

• #79 - Portfolio Update, December 2022

• #78 - November 2022 Ramblings

• #77 - Portfolio Update, November 2022

• #76 - Mako Mining 2022Q3

• #75 - October Ramblings

• #74 - Portfolio Update, October 2022

• #73 - How Long Can It Last?

• #72 - On a Personal Note

• #71 - Portfolio Update, September 2022

• #70 - Dont Look

• #69 - Revisiting the purpose of journaling

• #68 - Portfolio Update, August 2022

• #67 - Cipher Pharmaceuticals $CPH.TO

• #66 - Stuff Happened

• #65 - Mako Mining 2022Q2

• #64 - Cardlytics

• #63 - Portfolio Update, July 2022

• #61 - Portfolio Update, June 2022

• #60 - Le style cest l'homme!

• #59 - Personal Checkpoint

• #58 - Currency Exchange International

• #57 - Martin Carlesund

• #56 - Conversation with Todd Haushalter

• #55 - Aimia: too bad, so sad

• #53 - Hold Fast

• #52 - Portfolio Update, May 2022

• #51 - I Trimmed $AEP.V

• #50 - Portfolio Update - Apr 2022

• #49 - Thoughts on Mako Mining

• #48 - Atlas Engineered Products Valuation

• #47 - The Curious Case of Atlas Engineered Products

• #46 - Portfolio Update - Mar 2022

• #45 - Current mood

• #44 - Final Thoughts on Semler

• #43 - The Multidisciplinary Approach to Thinking

• #42 - I sold SMLR

• #41 - The Pain Is Real

• #40 - Semler Scientific

• #39 - Portfolio Update - Feb 2022

• #38 - I Quit My Job

• #37 - The Chinese Mother and the Camel

• #36 - Twitter and TechCrunch Mashup

• #35 - Random Thoughts

• #34 - Wildbrain 2022 Q2

• #33 - Poker and Investing (1)

• #32 - Avante Logixx

• #31 - Update on Aimia

• #30 - Wildbrain recent earnings calls

• #29 - Moron

• #28 - Letters 2021Q4 (Part 2)

• #27 - Portfolio Update - Jan 2022

• #26 - Wildbrain Peanuts

• #25 - CTS.TO, CSU.TO, and good businesses

• #24 - Are We Thinking Clearly?

• #23 - Update on Oil

• #22 - Selected Letters - 2021Q4 (Part 1)

• #21 - Weekly Recap

• #20 - Doc Jones, Resource Investor

• #19 - Contrarian Investment Strategies

• #18 - Notes on: Value After Hours S04 E03

• #17 - Canaf Investments

• #16 - The Long Game

• #15 - Even God would get fired as an Active Investor

• #14 - Friday Musings

• #12 - Glacier Media

• #11 - Compounders, Deep Value and WildBrain

• #9 - Closing the loop on Aimia and Energy

• #8 - Oil (part 2)

• #7 - Weekly Recap

• #6 - Aimia Inc

• #5 - Oil and Gas

• #4 - Loyalty Ventures Inc

• #3 - WildBrain

• #2 - Semler Scientific

• #1 - Texas Pacific Land Corp

• #0 (revived) - What I Learned in 2021

• #0 (revived) - Triggered

• #0 (revived) - Thanksgiving 2021

• #0 (old) - DeBABAcle

• #0 (old) - NuRAN, what's the dealio?

• #0 (old) - Conversation with Artem Fokin

• #0 (revived) - Sunlight Financial $SUNL

• #0 (revived) - What's Important

• #0 (revived) - Thoughts on the pandemic and the vaccine

• #0 (old) - Nuran - part 3

• #0 (old) - Guy Spier: The Education of a Value Investor

• #0 (revived) - Viemed

• #0 (old) - Nuran - part 2

• #0 (old) - Nuran - part 1

• #0 (old) - Alibaba

• #0 (old) - Data Communications Management

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