
Scorecard # 42 – Skinny Pop
Index returns are discussed ad nauseam but rarely analyzed. The current market rally has been a narrow one and merits a deeper dive.
Jul, 31, 2023Index returns are discussed ad nauseam but rarely analyzed. The current market rally has been a narrow one and merits a deeper dive.
Jul, 31, 2023“Investors are on edge. Rapid interest rate increases are creating stresses in the banking sector… “
Apr, 26, 2023“There are a million ways to get wealthy… but there’s only one way to stay wealthy: some combination of frugality and paranoia”
Jan, 10, 2023As the Oracle of Omaha himself so aptly put it, value investing is simple, but not easy
Oct, 14, 2022“Buy quality companies when they are on sale. Avoid leverage, folly and big mistakes that set you back. It is simple, but not easy.”
Apr, 14, 2022Trying to predict and successfully time when the next storm will arrive is not a substitute for sturdy construction. Financial storms tend to arrive with little warning. The key to resilience is to know that they will inevitably come and to prepare in advance.
Jul, 22, 2021During the quarter we initiated a position in TVA Group (TSX:TVA.B). Based in Quebec, the company is a leading broadcaster and owner of specialty channels targeting the French-Canadian audience.
Apr, 23, 2021…when we see foolishness all around us, we remind ourselves that we are investors. Not speculators, investors. Value will once again have its day. It always does.
Jan, 31, 2021“As Mark Twain so aptly put it, history doesn’t repeat itself, but it often rhymes. The current market environment — especially in certain tech stocks — reminds us a little of the late ‘90s stock market.
Jul, 27, 2020