Everyday Capitalist @EverydayCap
There is no endeavour so interesting as finding great businesses and letting time do the work. Mundane is beautiful. Canada Joined March 2018-
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@BubleQe @TourmalineOil Easy one to sell calls against to really juice the yield
@KobeissiLetter Great time to own $CJ.TO
I'm not sure people fully realize that the CEO of $VCI.v takes 20% of pre-tax CF as comp... and what the company might be worth when he's no longer in the role. The fact that the agreement is still in place is... 🤮
Was at $1.99M in this these accounts yesterday and then $tvk.to knocked me down by $40k. Charles Pellerin........
Q3 update - primary brokerage accounts were roughly flat at $1.6M over the past 3 months despite quick pullbacks in $csu.to and $tvk.to. Onwards and upwards.
Right behind it is $CP.TO. This stuff isn't hard.
$NWC.TO still a top pick for the next 20 years
Voted against the $GH.TO merger because I think it's worth 20% more, not that it'll make a difference. Proceeds will go to $x.to.
$atd.to waking up? Fuel margins tend to be elevated in volatile energy markets.
$meq.to trading like garbage, but you have to be a real mouth breather to own and manage real estate when you can just buy this. Please keep pressing the buyback @BobDhillon_MEQ
@engagefcx Congrats @engagefcx. Let me know if you ever need equity. Happy to support the cause.
@TidefallCapital @KairosPraxis You're right on this Trevor. He was excited about the deal, and couldn't help but share the news with his father, 3 kids, and two close friends. A mistake that costed him dearly today. Their tailwind will be gale force by EOY and people will look back at this and kick themselves.
@realroseceline Add me to the preorder 😊
@Eyal__Weiss @grok please translate to English
Let's think about investing from first principles. At a fundamental level, investing is simply parting with capital today to receive more capital in the future. Everyone hopes to generate above-average returns (excess returns or "alpha") to receive more capital or receive it faster. Alpha is a market-beating return (better than passive indexing). There are only three distinct mechanical levers to achieve this. For an active investor who isn't going to index, these three levers are the only skills within their control. There is nothing else within your control. These three levers, in sequential order, are: 1. What you buy (asset selection) 2. How much you buy (sizing and risk management) 3. When you buy (entry/exit timing) All the fancy talk in this industry, often done to justify fees or signal knowledge, boils down to those three skills. The lion's share of time is spent on what to buy, or for that matter "not" to buy (perhaps even more important). Turn on CNBC or Bloomberg, and that is all they talk about. Read Wall Street research, and that is all they talk about. Spend enough time on X and notice people arguing and fighting about what to buy. However, very little, if any, time is spent discussing how much to buy and when to buy it. Or perhaps, more importantly, when to sell — which is the hardest subskill of all mentioned above. These three skills are the only thing that matters because they form the foundation for diagnosing your actual investment performance versus the market and your competitors. They even matter if you are not planning on being an active investor. You still have to figure out which ETF/fund to buy, how much to buy and when to buy it.
@DriveTeslaca This thing isn’t worth anywhere near what it’s coming to market at. Sheep are about to get sheared.
Many interesting firms are trading at attractive valuations. Topicus, Brown & Brown. Roper. Jack Henry. Broadridge. Chemed. Graco. Intercontinental. Constellation. Badger. Pool. Copart. S&P G. MasterCard. Visa. Rentokil. Indutrade. Momentum. Tyler. Steris. Can go on forever..
@nachkari Was lucky to load up on $camb.v after MG’s pitch. Not a commodities guy, but these cycles are crazy when they go.
Excellent summary of $ELF.TO by @East72Dynasty . $ELF.TO Discounted (38% discount to NAV), Compounder (12.4% NAV CAGR since 1969), Quality/Diversified assets with high insider ownership and sharp capital allocation. @BrownMarubozu
$VIL.PA $AKERBP.OL $ELF.TO $HAL.AS Here are the slides east72.com.au/wp-content/upl… from our "Portfolio Exemplars" presentation yesterday. There is also a video at east72.com.au/dynasty-trust/… lasting 44 minutes
@Sportellosprea1 It’s only 11pm And… $BNE.TO to the moon
Jerry Capital @JerryCap
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Long Equity @long_equity
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InnocenceCapital.AI (... @InnocenceCapit1
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