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Biotech ETF Initiation Report
Biotech ETF (XBI) Several stocks in the Nasdaq biotech index are what Ben Graham would call net-net stocks, meaning the market cap is...
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Feb 14, 20242 min read
Wallbridge Mining Initiation Report
Wallbridge Mining ( WM.TO , MCap C$76.2M) In keeping with my promise to add more speculative names (this is my forte - I spent 5 years...
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Feb 14, 20242 min read


i-80 Gold Initiation Report
i-80 Gold (IAUX) Gold and gold miners are on sale today. The miners are trading lower in sympathy with SSR Mining (SSRM) which is down...
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Feb 13, 20241 min read


Western Copper and Gold Initiation Report
Western Copper and Gold (WRN.TO, MCap C$232.36M, Share price: C$1.40) The company is a Yukon-focused copper explorer with a couple of...
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Feb 9, 20242 min read


Buy International Seaways
Membership in the Telegram group with real-time updates is now closed. If you'd like to join, send me an email at...
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Feb 7, 20241 min read


Okeanis Eco Tankers Initiation Report
Okeanis (ECO, OET.OL) is an oil tanker company which recently got a secondary listing on the NYSE. The company operates an ultra modern...
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Dec 28, 20231 min read


Africa Oil Initiation Report
This article was originally published on Twitter I bought into Africa Oil (AOI.TO) on 4th December at C$2.55. It is a value stock and as...
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Dec 6, 20234 min read


Nvidia - 8 Points to Ponder
The 8 points to ponder about Nvidia's accounting tricks and buyback shenanigans in Q3 by diving into the financial analysis.
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Nov 28, 20234 min read


Super Micro Computer Initiation Report
Super Micro Computer ( SMCI) is a US/Taiwan based provider of high performance server and storage solutions. Incorporated in 1993...
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Oct 11, 20232 min read


Red Flags in Nvidia Q2 Accounting
Discover the red flags in Nvidia's Q2 accounting that reveal financial shenanigans. Uncover inflated revenues, concentration risks, and more
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Aug 28, 20235 min read


Snowflake Initiation Report
Snowflake (SNOW) has a solid business and is likely to be a beneficiary of actual dollar spending on AI. The core business is helping...
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Aug 28, 20233 min read


Buy Japanese Stocks
My working theory is that the coming US recession is going to cause a run on the dollar and US real assets, which should benefit the rest...
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Dec 21, 20224 min read
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