Canadian Value Investors’ Substack

Canadian Value Investors’ Substack

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Ravelin REIT (TSX:RPR.UN) Financing Update – There ain’t no party like a G2S2 party
Senior lenders replaced by key owner. Now what?
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CanadianValueInvestors
Updates on Velan Inc, KITS Eyecare, and NFI Group
and an Enron sales pitch!
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CanadianValueInvestors
Velan Inc. TSX:VLN – All polished up and ready for sale
Disclosure: We own this one.
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CanadianValueInvestors
Nathan’s Famous Hot Dogs (NASDAQ: NATH) on sale. Get them while they’re hot
A 25-50% offer above the current share price would not be unreasonable and appears like it will happen soon.
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CanadianValueInvestors
Taiga Building Products (TSX: TBL) still cheap: A case study in the challenges of capital allocation
Year-end 2024 update
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CanadianValueInvestors

February 2025

Stealth Monopolies: I Looked For Hidden Giants Dominating Niche Markets And This Is What I Found
Identifying under-the-radar companies with monopoly-like dominance in niche markets
Published on Polymath Investor • 
Trump tariffs and other noise: Where we have our money today (portfolio update)
And “Seneca Foods (NASDAQ:SENEA) has too much debt” some said, we disagreed and so do their banks it seems
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CanadianValueInvestors
NFI Group Inc. (TSX:NFI) - Is this our bus?
NFI is just turning the corner returning to positive EBITDA, improved contracting and procurement processes, and a record $12 billion backlog, while…
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CanadianValueInvestors

January 2025

December 2024

Taiga Building Products / Slate Office REIT Holiday News
And how to make your own alpha
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CanadianValueInvestors
Happy Holidays from Canadian Value Investors!
Thank you for your support
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CanadianValueInvestors
CVI Update: Exited Talen Energy, Taiga Building Product’s parent tries to go private
And we fret about inflation
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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…
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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
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CanadianValueInvestors

November 2024

Energy Services Expectations - STEP Energy Go-Private Offer, Calfrac/Ensign key owners keep buying
And Saker Aviation loses its contract
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CanadianValueInvestors
Saker Aviation Q3 and Sirius XM post-transaction updates
Berkshire buys more SIRI
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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.
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CanadianValueInvestors

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.
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CanadianValueInvestors
Planet MicroCap Vancouver 2024 Highlights
KITS Eyecare Ltd. TSX:KITS – I see the light, and it only cost me $28
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CanadianValueInvestors
October “Q3” Portfolio Update: “What kind of investor are you?”
And an update on Slate Office REIT
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CanadianValueInvestors

September 2024

August 2024

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