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…
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…