TerraVest Industries (TSX: TVK)- Q2 FY2023 Review
Consolidated revenue in Q2 FY2023 increased by 28% including 20% organic revenue growth. Growth was driven by bouyant demand from oil & gas customers
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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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Portfolio Update: August 2024
Welcome back to the portfolio updates series! This month, I enjoyed a long vacation with my family, spending three weeks traveling through Italy...
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Portfolio Update: April 2024
I recently came across a thought-provoking blog post by Andrew Walker on his YAVB discussing the possibility of a bubble forming in quality...
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Portfolio Update: February 2024
Recently, a friend of mine asked me why I own positions in Markel and Brookfield, as they do not align with my typical investment style...
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