Scorecards
July 2024
April 2024
January 2024
October 2023
July 2023
April 2023
January 2023
October 2022
July 2022
April 2022
January 2022
October 2021
July 2021
April 2021
January 2021
October 2020
July 2020
April 2020
January 2020
October 2019
August 2019
April 2019
January 2019
October 2018
April 2018
October 2017
July 2017
April 2017
February 2017
November 2016
- Issue #46 – Playing the Long Game (July 2024)
- Issue #45 — Bedtime Stories (April 2024)
- Issue #44 — Farewell, Charlie (January 2024)
- Issue #43 — Quarter Century (October 2023)
- Issue #42 — Skinny Pop (July 2023)
- 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 #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
- Richemont — November 2023
- Fiserv, Inc. — June 2022
- Visa Inc. — November 2021
- TVA Group, Inc. — June 2021
- 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
The Globe & Mail
- Booking Holdings— May 2019
- Tilray — November 2018
- Home Capital — April 2017
- 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
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