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Contrarian Cashflows
Fundamental Analyses
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bullish
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The Western Investment Company
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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...
Contrarian Cashflows
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200 Views
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bullish
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Solid State PLC
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02 Dec 2024 14:04
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Syndicated
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...
Contrarian Cashflows
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176 Views
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bullish
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Mears Group PLC
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25 Nov 2024 14:23
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Syndicated
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...
Contrarian Cashflows
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182 Views
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bearish
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Thematic (Sector/Industry)
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07 Nov 2024 16:15
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Syndicated
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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117 Views
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bullish
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Mattr
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11 Oct 2024 16:04
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Syndicated
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...
Contrarian Cashflows
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