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AutoCanada Revisited
Hopefully you read my first post on AutoCanada, as I’m going to lean heavily on it in this one. Why? Because AutoCanada at that time (late 2020) was a…
Apr 11
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Tyler
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AutoCanada Revisited
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AutoCanada – Rising Phoenix to Fallen Angel and Back Again
From the archives
Mar 13
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Tyler
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AutoCanada – Rising Phoenix to Fallen Angel and Back Again
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Canada's Housing Market and Dream Unlimited
What one biased idiot thinks on the subject
Feb 12
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Tyler
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Canada's Housing Market and Dream Unlimited
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Fairfax Financial
Relaying the best writing on the company
Nov 7, 2023
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Tyler
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Fairfax Financial
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A Discussion About FFO and AFFO
I was reading a tweet thread the other day regarding Artis REIT, and one of the replies was from a smart guy, who I know knows REITs well (he follows me…
Nov 4, 2023
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Tyler
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A Discussion About FFO and AFFO
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Dream Investor Day
I went in case you didn't
Sep 8, 2023
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Tyler
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Dream Investor Day
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Checking Back in on Knight Therapeutics
Knight Therapeutics has gone through a few narratives in its life. The stock chart does a good job of showing these changes. It started out as Jonathan…
Aug 27, 2023
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Tyler
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Checking Back in on Knight Therapeutics
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Knight Therapeutics Post-Mortem
As mentioned in the Jonathan Goodman post, republishing this post-mortem of my investment in Knight Therapeutics will provide additional context for my…
Aug 25, 2023
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Tyler
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Knight Therapeutics Post-Mortem
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