company analysis

4 min read 2023-04-02 02:43:58

Special Situations, Bye Bye Alibaba, and More

Provided to subscribers March 30th.Here is the latest from Canadian Value Investors!Special Situations – 111, Inc. (YI) and Activision Blizzard

5 min read 2023-03-23 17:04:00

Here is the latest from Canadian Value Investors!Credit Suisse AT1 Bonds to Zero, but shares not..SVP Bagholders - Who is next? Michael Burry

11 min read 2023-03-17 01:46:56

Here is the latest from Canadian Value Investors!New positions – Long First Republic Preferreds (FRC.PRN), Citizens Bancshares CZBSCharles Schwab

2 min read 2023-03-13 06:10:26

Provided to subscribers March 10th. Here is the latest from Canadian Value Investors! Nordstrom’s maple tree bonfire, peak oil, and upside-down

7 min read 2023-03-06 02:02:23

Here’s the latest from Canadian Value Investors!Portfolio UpdatePBR Petrobras – Quick NoteThree Special Situations – YI, MTCR, MAXRCharlie

7 min read 2023-02-27 23:35:41

Is a 20% free cash flow yield and ~8% dividend yield the right price for a growing oil and gas company? We follow energy extensively but view

4 min read 2023-02-21 23:06:24

It should go without saying that anyone who uses a “free” service on the internet is not a customer of the company that provides the service.

5 min read 2023-02-20 02:17:59

Provided to subscribers January 19, 2023.Here is the latest from Canadian Value Investors!Suncor Q4 Update – Buybacks bonanzaHappy 13F day! What

3 min read 2023-02-16 02:25:58

Provided to subscribers January 13th. Disclosure: We own Petrobras and Suncor.Here is the latest from Canadian Value Investors!Today we dive into our

3 min read 2023-02-07 20:26:00

Here is the latest from Canadian Value Investors!Meta - Thinking about Market Efficiency2022 winners – There is always an opportunityIs Tesla

2 min read 2023-01-25 08:59:45

Bolstered by a large investment portfolio, Charlie Munger is determined to complete the transformation of a small newspaper publisher into a

1 min read 2023-01-25 08:59:45

“The Company is not a smaller version of Berkshire Hathaway Inc. Instead, it hopes to be a significant software company while it also operates its

2 min read 2023-01-25 02:44:02

Here’s the latest from Canadian Value Investors:-The Trouble with Taiga Building Products (TSX:TBL)… What’s next? And What is Avarga

6 min read 2023-01-14 21:57:00

Disclaimer: One of us owns this at an average cost of US$14.98. We always note that you should do your own due diligence and that this is not

10 min read 2023-01-08 06:06:05

Introduction The United States has a decentralized form of government which is based on the principle of subsidiarity. Political issues are supposed