top of page


Monthly rollup | October 2021
Stocks Mentioned: Vizsla Silver (VZLA.V), Sabina Gold & Silver (SBB.TO), Skeena Resources (SKE.TO), Marathon Gold (MOZ.TO), Integra Gold...
-
Nov 1, 202111 min read
Â


Monthly rollup | September 2021
Stocks Mentioned: ZIM Integrated Shipping Services (ZIM), Knight-Swift Transportation Holdings Inc (KNX), Valero Energy (VLO), Costamare...
-
Oct 1, 20216 min read
Â
The Weakness In Fundamental Analysis
This article was originally published in the Against All Odds Research October 2021 Issue My wife and I stopped at a supermarket and...
-
Sep 30, 20214 min read
Â


Sidestepping the Uranium Bubble
On August 17, the Sprott Physical Uranium Trust (TSX:U.UN, OTC:SRUUF, nicknamed SPUT) put out a press release announcing a US$300 million...
-
Sep 14, 202113 min read
Â


Monthly rollup | August 2021
Stocks Mentioned: Corvus Gold (KOR), New Found Gold (NFG), Tellurian (TELL), Euronav (EURN), DHT Holdings (DHT), Credit Acceptance...
-
Sep 1, 202110 min read
Â


Short overvalued Chinese stocks
Published in collaboration with Against All Odds Research Every so often, Western investors grow enamoured of Chinese stocks, only to...
-
Aug 15, 20212 min read
Â


Monthly rollup | July 2021
Stocks Mentioned: Euronav (EURN), Korvus Gold (KOR), DHT Holdings (DHT), Nordic American Tankers (NAT), Matson Inc (MATX), Cameco (CCJ),...
-
Aug 1, 20213 min read
Â
Revisiting the oil tanker trade
Sometimes, it pays to re-visit a trade that did not work out as expected. In last month’s newsletter, I mentioned that it might be time...
-
Jul 10, 20212 min read
Â


Monthly rollup | June 2021
Stocks Mentioned: Corvus Gold (KOR, TSX:KOR), New Found Gold (NFG), Tellurian (TELL), Euronav (EURN), DHT Holdings (DHT) For ongoing...
-
Jul 1, 20214 min read
Â
Mongolia Growth Group
Mongolia Growth Group (TSXV:YAK, OTC:MNGGF) Website: http://mongoliagrowthgroup.com/ (All figures in CAD) YAK came into being in February...
-
Jun 3, 20214 min read
Â


Corvus Gold Initiation report
Published in collaboration with Against All Odds Research Corvus Gold (KOR) High probability of receiving a takeover offer from Anglogold...
-
Jun 1, 20212 min read
Â
bottom of page