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Contrarian Cashflows

Contrarian Cashflows
Fundamental Analyses

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Equity Bottom-Up Thematic (Sector/Industry)
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16 Dec 2024 16:32

Western Investment Company of Canada: Driving Consolidation in Canada’s Niche Insurance Market

Ian Cassel, a renowned investor in the microcap space, consistently emphasizes the importance of seeking "overqualified management teams" in...

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bullishSolid State PLC
02 Dec 2024 14:04Syndicated

Portfolio Update: November 2024

Today, Let’s get straight to the point. While I typically share insights about the broader investment landscape, today I need to address some...

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bullishMears Group PLC
25 Nov 2024 14:23Syndicated

Mears Group: A Highly Predictable Property Services Company with a Double-Digit Earnings Yield

In one of my articles published earlier this year, I explored three key advantages that investors can use to outperform the market. While the first...

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07 Nov 2024 16:15Syndicated

Portfolio Update: October 2024

I recently listened to one of my favorite investing podcasts, The Investors Podcast. In this episode1, host Clay Finck interviewed finance...

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bullishMattr
11 Oct 2024 16:04Syndicated

Mattr Corp: How to Transform an Industrial Business Through Rational Capital Allocation

In my latest portfolio update, I discussed the potential of investing in cyclical businesses and how shifts in a company’s business model or...

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