Canadian Value Stocks

Home
Archive
About

March 2024

AutoCanada – Rising Phoenix to Fallen Angel and Back Again
From the archives
 • 
Tyler

February 2024

Canada's Housing Market and Dream Unlimited
What one biased idiot thinks on the subject
 • 
Tyler
1

November 2023

Fairfax Financial
Relaying the best writing on the company
 • 
Tyler
3
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…
 • 
Tyler
5

September 2023

Dream Investor Day
I went in case you didn't
 • 
Tyler
8

August 2023

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…
 • 
Tyler
5
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…
 • 
Tyler
2
Jonathan Goodman: A Canadian Outsider CEO
Partly out of interest in the company and partly because the share price is so much lower now than when I sold the stock, I’ve been looking at Knight…
 • 
Tyler
Rai Sahi: A Canadian Outsider CEO
After this last post about Morguard Corp looking closer than ever to acquiring Morguard REIT, it seems a good time to republish this post about Rai…
 • 
Tyler
2
Is Morguard Corp Finally Taking Morguard REIT Private?
In early 2015, Morguard Corp accumulated a ~10% position in Temple Hotels, with this initial position being bought around $3.50 per share. Morguard also…
 • 
Tyler
1
Crescita Therapeutics
From the archives
 • 
Tyler
3
© 2024 Tyler
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture