There is a wealth of knowledge on the internet from all different styles of investors. I’ve compiled the blogs I read most often with a link to the blog/fund and their most recent posts.
Canadian Value Stocks
- Parkit’s Transition to Industrial and Irrational Markets
- AutoCanada – Rising Phoenix to Fallen Angel and Back Again
- Is the Time Now for Polaris Infrastructure?
- Ask Me Anything Answers
- Input Capital – What Makes a Director Independent?
- Knight Therapeutics Post-Mortem
- Dream Impact – Investing Ahead of Fund Flows
- December 2020 Update – $REPH, $PSD.to, $STC.v, XTC.to, $VMD.to, $SYZ.to, $MTLO.v
- November 2020 Update – $CSW/A.to & $CSW/B.to, $OSS.v, $REPH, $PSD.to, $ISV.to $IDG.to, $STC.v, $VMD.to, $SYZ.to, $MCB.to, $FRD, $FRII.to, $MTLO.v
- Servotronics – $SVT
- Dawson Geophysical – $DWSN
- Cryptography, Cyber-security, and an overlooked SAAS business
- Successful Investing Means Having the Courage of Your Convictions – and There is no Better Example in the Market Right Now Than This Undiscovered Small-Cap
- BeWhere Holdings (BEW-TSX.V) Research Report
- AirIQ (IQ-TSX.V) Research Report
- ECC Capital Corp (ECRO) – Patience is a virtue
- Svenda’s Manual of OTC stocks – Annual subscription to the database for $179
- ImmunoCellular Therapeutics Ltd (IMUC) – Betting on a moon shot
- Portfolio Turnover is the Price of Progress
- Multibagger Interview with Alta Fox Capital
- I Hope This Inspires You
- 8 Mistakes You Should Avoid To Improve Your Returns
- 6 Free and Easy Ways to Find Canadian Microcap Investments
- COVID-19 Pandemic: The Good, The Bad, And The Ugly
- Liberated Syndication (LSYN) – cheap, growing, with catalysts on the horizon
- RCI Hospitality (RICK) – a cheap FCF generator
- Some updated thoughts/corrections on MIXT
Small/Micro Fund Letters
- Q3 2020
- Q2 2020 Letter
- Q1 2020 Letter
- Mamamancini (MMMB) Long Idea
- Volume 11 – Number 4 (October 30, 2020)
- July 31st Fund Letter
- April 20th Fund Letter
- February 1st Fund Letter