2024 Year End Summary
Time for a Public Portfolio Update (Note: typed from an iPad) The strategy is largely buy-and-hold, with some leverage applied on the merger arb. I occasionally use option writing. The…
Buying $100 bill with $70 or less
Yes, you read me; It's rare to run into these situations. Efficient-market theorists would promptly point out that the title is not possible, I'd rather be the lucky one who…
2023 Year Start Update
Updating the key stats that I monitor; Based on what I have observed, we are already in a recession, engineered by monetary policymakers fighting inflationary forces through tightening policies. I…
Yesterday Once More – Alchemy of Real Estate Developing
This is the year that I got time to reflect on some of the private projects that I have been involved over the past 5-year. Canada's RE sector had been…
Enjoying Great Products & Building Wealth – Only at the Right Price
I am talking about Breville Group. I got to know the company in late 2019, when my wife bought a Barista Express in the household (back then it was selling…
Aug 15th, 2022 Marco Update
My 1st post on Marco, will just walk through the dashboards that I monitor on a bi-weekly to monthly basis. Full disclosure, I do not trade on Marcos, however, they…
August 2022
First batch of names, which I have conducted thorough analysis on; For each opportunity, a valuation & financial model and a write-up qualitative analysis are available: EPVNAVIVEPTapestry28.021.826.817.8Ruger59.148.358.038.7Canada Goose (CAD$)24.64.522.615.0Columbia Sports60.929.457.838.5Zoom62.36.562.341.5T.…
Ledgers
EPV: Earnings power value, calculated by discounting normalized earnings at cost of capital NAV: Net asset value, adjusted to replacement value IV: Intrinsic value, calculated from both EPV & NAV…