Shopify

Guest Feature: An Outsider Look at General Electric

July 2, 2019

Happy Canada Day! Hopefully this article is a nice start to your first day back to work. I am proud to introduce my second, but not any less important, guest writer: Mark Letchumanan. Today’s post comes almost 4 months after Mark first submitted to me this writing on GE’s new CEO. Fortunately, Mark’s words are timeless. I hope you find as much value from his insight as I did.

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The Best Investment Opportunity I’ve Come Across (Seriously)

April 4, 2019

With only 12 full-time employees, how can I be so confident in this company’s prospects? Read on to learn more from my phone call with the CFO, and a brief portfolio update.

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March Update: Selling the Company that Transformed my Portfolio

March 13, 2019

On just another regular Tuesday, I felt the sudden urge to write up an update on what’s happening in my portfolio.

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Earnings Update & Investing in Bioplastics

August 8, 2018

Wheu. What a whirlwind of the first few weeks of earnings season. Scroll to the bottom for a brief interview with the CEO of a Canadian bioplastics company.

I also discuss one of America’s 10 largest landowners and inherently an oil tycoon you’ve likely never heard of.

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November 26, 2016

Hey All,

Shopify is a company I recently discovered that goes against nearly every investment tenet I have ever stood for, including:

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