Archive - Canadian Value Investors’ Substack

December 2024

Taiga Building Products / Slate Office REIT Holiday News

And how to make your own alpha

Dec 31, 2024 •

CanadianValueInvestors

Happy Holidays from Canadian Value Investors!

Thank you for your support

Dec 25, 2024 •

CanadianValueInvestors

CVI Update: Exited Talen Energy, Taiga Building Product’s parent tries to go private

And we fret about inflation

Dec 23, 2024 •

CanadianValueInvestors

GrafTech NYSE:EAF - The niche business... turning around?

December 2024 Update - In 2019, we first wrote about GrafTech International, the IPO’d “niche business that the market forgot”. They are one of a few…

Dec 14, 2024 •

CanadianValueInvestors

(From May 2023 archives) - Graftech (NYSE:EAF) – Scuttlebutt, and tail risks, and value traps, oh my

Disclosure: This article was originally posted in our pre-Substack CVI Club in May 2023

Dec 4, 2024 •

CanadianValueInvestors

November 2024

Energy Services Expectations - STEP Energy Go-Private Offer, Calfrac/Ensign key owners keep buying

And Saker Aviation loses its contract

Nov 25, 2024 •

CanadianValueInvestors

Saker Aviation Q3 and Sirius XM post-transaction updates

Berkshire buys more SIRI

Nov 17, 2024 •

CanadianValueInvestors

Taiga Building Products / Slate Office REIT updates, and share of mind: Alibaba versus Vitreous Glass

Since our last update, we exited our Alibaba long-dated calls and Slate Office convertible debentures for 100%+ returns.

Nov 10, 2024 •

CanadianValueInvestors

October 2024

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