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Global Ship Lease Initiation report
Buy Global Ship Lease (GSL, MCap: $700M) GSL is a past pick of mine. Search the group with the tag "GSL" and you'll see my frustrated...
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Feb 21, 20242 min read
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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
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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
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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
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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
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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
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Monthly rollup | January 2024
Monthly rollup | January 2024 - Stay up to date with the latest news and events in January 2024.
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Feb 1, 202411 min read
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Monthly rollup | December 2023
Stay up to date with the latest news and events from December 2023. Don't miss out on what happened the previous month.
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Jan 2, 20247 min read
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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
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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
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Kashyap's Macro Outlook - December 2023
Uncover the hidden truths behind the market narrative in Kashyap's Macro Outlook. Dive into the impact of rate cuts, stealth QE & lots more
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Dec 4, 20239 min read
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Monthly rollup | November 2023
Monthly rollup | November 2023 - Stay up to date with the latest news and events in the month of November.
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Dec 1, 20234 min read
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