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We find investing endlessly fascinating and we share our point of view in our quarterly newsletters - The Scorecard

Join the 600+ others who receive our free quarterly newsletter – “The Scorecard”.   Reading a few of our newsletters is the best way to get to know us and see if GreensKeeper is a good fit for you.  We suggest Scorecard #1 and the most recent edition and as the best places to start.

Recent Publications

Scorecard #20 – A Money Making Machine

... Value Fund holding Visa, Inc. is the world leader in retail electronic payments. Visa, along with competitor MasterCard, form a global duopoly in the sector. Visa is an incredible business. The company grows steadily without much capital reinvestment required, adds value to both consumers and retailers and is very ...

Scorecard #19 – Twin Pandemics

... Value Fund holding Novo Nordisk (NYSE:NVO) is the world leader in diabetes care with a global market share of 27% by value (46% by insulin volume). The company was founded in 1925 and is headquartered in Denmark. However, its origins have a uniquely Canadian connection… ...

Home Capital Group

... The unfolding Home Capital saga is both tragic and full of irony. We have owned the stock in the past, but haven’t for some time. Over the past year, Home Capital’s stock is down 84% and the company has lost over $2 billion of market value. Over a billion ...

Scorecard #18 – Cruel, Cruel Irony

... Over the past year, Home Capital’s stock is down (84%) and the company has lost over $2 billion of market value. Over a billion dollars of that decline happened in the past 7 days. The reason? A classic run on the bank. From my prior investment banking experience, I ...

Moats

... Moats come in various forms and Morningstar® has done a good job of organizing them into a few helpful categories ...

University of Toronto’s Value Investing Conference

... At GreensKeeper we strongly believe in sharing what we’ve learned about investing ...

Amazon

... We were inspired to write about Amazon.com Inc. after reading a recent article in The Globe and Mail profiling the stock ...

Scorecard #17 – Avoiding Stupidity

... We were inspired to write about Amazon after reading a recent newspaper article touting the stock. The author acknowledged that the company generates razor-thin profit margins and that the stock trades at a “ridiculously high” price-to-earnings multiple (171x to be exact) ...

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