We give our opinion on Tilray's deal with Privateer. Continue to the Financial Post to read more ...

We made our initial investment in Booking Holdings (Nasdaq:BKNG) in late 2017 and recently added to our position. Continue to the Globe and Mail to read more ...

We made our initial investment in Booking Holdings (Nasdaq:BKNG) in late 2017 and recently added to our position. While we have previously disclosed that we owned the stock, we have not discussed its business in any detail. Here is a snapshot of our investment thesis ...

The Value Fund returned +5.3% in 2018 net of fees and expenses (or approximately +7.1% gross). We managed to outperform both of our benchmarks in 2018. The S&P/TSX Total Return Index finished down -8.9% for the year. The S&P500 Total Return Index was down -4.4% for the year. Measured in ...

Canada’s grand cannabis experiment is likely to end badly for many investors and for Nanaimo-based Tilray Inc. (TLRY-Q) shareholders in particular ...

There is a concept in cycling that has been adopted by famed value investor Tom Russo that resonates with us – namely the capacity to suffer. There will be times when our prudent value investing approach will be out of step with the markets and we will experience the pain ...

… Our large bet (6.8% weighting) on Express Scripts (Nasdaq:ESRX) is performing according to plan with the stock up +16.4% since we purchased it in April. Our recent writeup of our investment thesis for Express Scripts can be found in Scorecard #21. Our idea was published in Barron’s and was ...

GreensKeeper’s investment idea - $ESRX - recently ranked 3rd on SumZero’s “View from the Buyside” column in Barron’s: ...

In our latest newsletter we discuss our Q1 performance along with a recent stock purchase that will be familiar to our long time followers ...

One of our arbitrage investment ideas – long Express Scripts (NYSE:ESRX) - was republished by Barron’s earlier this week. Details inside ...