- Sep 4, 2022
- 5 min
My Summer at Greenfield Investment Management
Before returning to Western University, Volunteer Equity Analyst David Hascal reflects on his summer at Greenfield Investment Management.
- Jun 7, 2022
- 4 min
The Ideal Investor Relations Department
I recently had the opportunity to sit on a panel with other investors at the IR Magazine Forum - Canada.
- Apr 18, 2022
- 17 min
Cement, Concrete, and Gravel... Really?
In this blog post, I consider several building materials companies, and why their stocks trade at such different valuations.
- Jan 4, 2022
- 4 min
Passive Indexing is the Rage - Should it be?
This article first appeared in the January 2022 editions of Toronto's Post City Magazines. In recent years, many investors have...
- Nov 28, 2021
- 22 min
Barbarians Hawking “Private Credit”
In this blog, I look at the four large U.S. private equity managers as potential investments for our portfolios.
- Oct 12, 2021
- 13 min
King(s) of Capital
I recently finished the book 'King of Capital'. In this blog, I discuss the book, Blackstone, and the private equity industry.
- Aug 30, 2021
- 8 min
What's a "Conglo"?!
Conglomerate holding companies are not popular with investors and often trade at a discount. But some are worth considering as investments.
- Jul 29, 2021
- 7 min
U.S. Health Insurance Stocks – More Interesting Than They Sound!
This post discusses U.S. Health Insurance stocks (a.k.a. MCO's or HMO's). I discuss several attributes I like about the industry.
- Jun 30, 2021
- 7 min
Book Review - Where are the Customers' Yachts?
Book Review- Where are the Customers' Yachts? by Fred Schwed Jr. Highly entertaining and outright funny. Reveals the folly of human nature.