Best Ideas of 2025
The range of ideas is broad. The smallest market cap is a $15MM Canadian micro-cap that is trading below its net cash, and the largest is an $25BN...
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Best Idea of 2025: Medexus Pharmaceuticals
Medexus (MDP.TO / MEDXF) is my best idea for 2025. The stock trades at a distressed valuation despite the current launch of a new drug that could...
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Weekly Update (ABB, MEDXF, LION)
April 17, 2025, ABB Ltd (ABB) announced its intention to spin off its entire robotics division. The robotics unit, recognized as the world’s second...
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