Update: So, as I was about to publish the post below, ADW Capital dropped this bombshell of a press release. I left my post as it was in order to allow you to compare my rationale to his. To be radically honest, I think his press release is definitely better. You can jump straight to … Continue reading Deal or No Deal →

“Oh man, I love this business, I have the luckiest career of anyone that I can imagine. I have two kids, and I constantly tell them that what you’ve got to do is find the things in life that you’re passionate about and do it. I’ve been lucky enough to find something that I’m passionate … Continue reading Imvescor Restaurant Group (TSE: IRG) →

Preface: In this market one finds it hard to find great businesses at great prices or even fair businesses at great prices but every now and then you spot what appears to be a great business at a fair price. I believe Cymbria fits this bill. Allow me to explain why. CYMBRIA Company history: Cymbria … Continue reading CYMBRIA (TSE:CYB) →

Note: This post has many similarities to my "100 Years" Google post. Some sections are even repeated verbatim. That's because the more and more I looked into Google, the more I realized Facebook is the Ying to Google's Yang. Why have one when you can have both. ............................................................................................................................................... The story: Imagine creating a product where … Continue reading Facebook. →

Some quick notes I put together in the past few weeks. I try not to focus too much on the macro in my day to day but I still think it helps to have some big picture perspective in order to not miss the forest for the trees. Don't worry, my next post is going … Continue reading General Market Musings (US Equities). →

Below is my response to a recent buy side job application question. Trying to go a post without mentioning Buffett or Munger or Berkshire but failing miserably so far. Also did not choose Berkshire as it is in the firm's 13F. Feel free to let me know what your response to this question is. If … Continue reading 100 Years? →

Brief Company History: In 1947 Frederick Allen Boylen incorporated Macho River Gold mines to enter the business of mineral exploration with the focus on the Urban Township in Quebec. Through several incarnations the company became Urbana and has been led by its chairman Thomas Caldwell since 1980. It remained relatively dormant for 23 years with … Continue reading TSE: URB (URBANA CORP) →

The idea behind this blog is to catalog my investing ideas and thoughts. Over the years I’ve come to realize that the only way to crystallize your thoughts is to put them down in writing. I’ve done much reading but have not put in nearly enough practice due to a combination of my own lethargy … Continue reading Getting Started →