Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
TerraVest Industries (TSX: TVK)- Q2 FY2023 Review
May 11, 2023, 1:20 a.m.
Sleep Country - Deep Dive (TSX: ZZZ): Resilient Retailer Vs. Uncertain Times
April 25, 2023, 9 a.m.
Why I write deep dives.: and how I try to manage confirmation bias.
April 10, 2023, 9:23 p.m.
SDI Group plc - Deep Dive: Mastering the ‘Science’ of Small Acquisitions
April 7, 2023, 5:44 p.m.
Information Services Corp (TSX: ISV) - Deep Dive: A monopoly information services business with above 30% ROIC at 6.6x EBITDA
March 12, 2023, 12:45 a.m.
TerraVest Industries (TSX: TVK) - Deep Dive: An Undervalued Consolidator
Feb. 21, 2023, 11:20 a.m.
Atlas Engineered Products Ltd. (TSXV: AEP.V): and my thoughts on small cap stocks
Feb. 6, 2023, 2:15 a.m.
Aritzia (TSE: ATZ) - Strong brand at an attractive valuation - Company Deep Dive: Intrinsic Value Estimate as of January 2023
Jan. 30, 2023, 1:33 a.m.
Valuing Fairfax India's Crown Jewel $FIH.U: Bangalore International Airport's intrinsic value and implications on FIH NAV discount
Jan. 23, 2023, 3:22 a.m.
Foundational Principles of Fairway Research: And what our logo represents.
Jan. 20, 2023, 1:58 a.m.