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.
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.
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.
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.
November 26, 2016
Shopify is a company I recently discovered that goes against nearly every investment tenet I have ever stood for, including: