Archive - Canadian Value Investors’ Substack

November 2024

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

And Saker Aviation loses its contract

Nov 25 •

CanadianValueInvestors

Saker Aviation Q3 and Sirius XM post-transaction updates

Berkshire buys more SIRI

Nov 17 •

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 •

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.

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

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