Category: Fear

Scorecards

Scorecard # 41 – Banking’s Endgame

April 2023

Scorecard # 38 – Funiculì, Funiculà

July 2022

Scorecard # 29 – The Bear

April 2020

Scorecard # 24 – Facebook Redux

January 2019

Scorecard # 23 – Fear and Courage

October 2018

Home Capital Group – BNN Interview

April 2017

Home Capital Group

April 2017

Scorecard #18 – Cruel, Cruel Irony

April 2017

Scorecard #6 – Apples and Oranges

January 2013

Stock Writeups

SumZero

Richemont — November 2023
Fiserv, Inc. — June 2022
Visa Inc. — November 2021
TVA Group, Inc. — June 2021

Altria Group Inc. — May 2020
Booking Holdings Inc. — April 2019
Tilray Brands Inc. — October 2018
Express Scripts Holdings Co. — April 2018

Newspaper Articles

Tilray
Financial Post— June 2019

Express Scripts
Barron’s — April 2018

On China
Financial Times — September 2015

Investment Advice
Profitable Practice — Spring 2015

Selecting a Money Manager
MBOT Magazine – June 2014

Buy Low
Barron’s — February 2012

OTHER ARTICLES

Sanofi
Seeking Alpha — June 2012

Munger — The Tragedy of Boneheadia
August 2011

The Globe & Mail

Booking Holdings— May 2019
Tilray — November 2018
Home Capital — April 2017
(Access restricted to Globe and Mail subscribers)
Amazon — February 2017
Express Scripts — September 2014
DirectCash Payments — April 2014
Urbana Corp. — September 2013

Apple – June 2013
Poison Pills — April 2013
Coach, Inc. — March 2013
GMP Capital — February 2013
Owner Earnings — December 2012
Western Union — November 2012
Joy Global — October 2012
Do Dividends Matter? — August 2012
Home Capital — August 2012
Fun in Euroland — June 2012

Historical Newsletters

The McValue Newsletter

Issues #1 to 5 (consolidated version)

Individual Issues:
Issue #5 — I’m Out (November 2010)
Issue #4 — They Will Print (July 2010)

Issue #3 — Emotion – The Investor’s Foe (April 2010)
Issue #2 — The Greater Fool (January 2010)
Issue #1 — Friends (September 2009)

Springfield School Presentation (for the kids)

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