-
- Issue #41 — Banking’s Endgame (April 2023)
- Issue #40 — Reversals of Fortune (January 2023)
- Issue #39 — Get a Grip (October 2022)
- Issue #38 — Funiculì, Funiculà (July 2022)
- Issue #37 — The Golden Rule (March 2022)
- Issue #36 — Decennium (January 2022)
- Issue #35 — Realpolitik (October 2021)
- Issue #34 — Bedrock (July 2021)
- Issue #33 — Value Returns (March 2021)
- Issue #32 — The Other Virus (January 2021)
- Issue #31 — Giving Thanks (September 2020)
- Issue #30 — Flashback (July 2020)
- Issue #29 — The Bear (March 2020)
- Issue #28 — Momentum (January 2020)
- Issue #27 — Fundserv (October 2019)
- Issue #26 — The Drug Oligopoly (August 2019)
- Issue #25 — Booking.yeah (April 2019)
- Issue #24 — Facebook Redux (January 2019)
- Issue #23 — Fear and Courage (October 2018)
- Issue #22 — Index Surgery (July 2018)
- Issue #21 — Compounding Knowledge (April 2018)
- Issue #20 — A Money Making Machine (October 2017)
- Issue #19 — Twin Pandemics (July 2017)
- Issue #18 — Cruel, Cruel Irony (April 2017)
- Issue #17 — Avoiding Stupidity (February 2017)
- Issue #16 — Do the Right Thing (October 2016)
- Issue #15 — Noise (July 2016)
- Issue #14 — Inamatus Corus (April 2016)
- Issue #13 — Tug of Wa℞ (January 2016)
- Issue #12 — The Red Dragon and King Canute (August 2015)
- Issue #11 — Coattail Riding (January 2015)
- Issue #10 — Steady Progress (September 2014)
- Issue #9 — Taking Stock (November 2013)
- Issue #8 — Unconventional Wisdom (August 2013)
- Issue #7 — Anchors Aweigh (June 2013)
- Issue #6 — Apples and Oranges (January 2013)
- Issue #5 — Birdy Num Nums (October 2012)
- Issue #4 — PIIGS and Merde (July 2012)
- Issue #3 — Mr. Market and The Path Less Traveled (April 2012)
- Issue #2 — The Truly Important Things (January 2012)
- Issue #1 — My Painting (October 2011)
Stock Writeups
SumZero
- 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
