Archive - Canadian Value Investors’ Substack

October 2024

Leon’s Furniture TSX:LNF – Every lot is for sale, but the real story is about capital allocation

Canadian Value Investors’ Substack is a reader-supported publication.

Oct 29 •

CanadianValueInvestors

Planet MicroCap Vancouver 2024 Highlights

KITS Eyecare Ltd. TSX:KITS – I see the light, and it only cost me $28

Oct 12 •

CanadianValueInvestors

October “Q3” Portfolio Update: “What kind of investor are you?”

And an update on Slate Office REIT

Oct 5 •

CanadianValueInvestors

September 2024

August 2024

Charlie Munger Talk at Ross University 2017 - Full Transcript

We came across a great 2017 talk with Charlie Munger at Ross University and found it worthwhile enough to put together a transcript.

Aug 28 •

CanadianValueInvestors

Ensign Energy ESI / Calfrac Well Services – Expectations are low and key owners are buying more

Merger Arbitrages – The Regulatory Minefield

Aug 27 •

CanadianValueInvestors

That talk that inspired Cloning Investments 101 - Mohnish Pabrai - 2012 Ben Graham Talk Full Transcript

CanadianValueInvestors’ Substack is a reader-supported publication.

Aug 20 •

CanadianValueInvestors

We will not look at large caps. We will not look at large caps

TBL / SOT Q2 updates and more

Aug 15 •

CanadianValueInvestors

Liberty Sirius SIRI / LSXMA / LSXMK: In Ted Weschler we trust, August update

Here is the latest from Canadian Value Investors!

Aug 6 •

CanadianValueInvestors

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