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MTY Group (TSX- MTY, OTC- MTYFF): Food for Thought & A Thought for Ben Graham

A QSR and Casual Dining Franchisor, MTY Group also operates Food Processing and Distribution segments. Currently listed on the TSX and trading on the Pink Slip expert market in the US, this company is grossly undervalued and is a typical Ben Graham stock on sale. A PE firm and Fairfax Financial are said to be interested in acquiring this company, which lends an event-driven setup. However, the company’s position and recent history suggest that this stock still has legs to run and be a multi-bagger should the sale not materialize.

Trade Idea: Paying up for PayPal

PayPal Inc. (PYPL US) the fintech or digital payments company is currently “in play” following news that Stripe, and Advent International are looking to buy the company at $60.50 per share. Fundamental analysis reveals that the stock is heavily mispriced and undervalued. The question remains whether the board will be able to squeeze out what they deem is value for the company and its shareholders. We analyze if it is possible to take advantage of the current trade setup.

Running off the lack of Running

It’s been years since I ran daily to a point it became an obsession and a North Star for both cardio and overall fitness. As I have accumulated the calories, weight and the nuances of… 

Portfolio Update: Actively Passive Investing

We close the month with the portfolio narrowly beating the index by 9bps since inception. With the FIFA World Cup looming, I reckon there are potential runners in the bag which will help the portfolio.… 

Portfolio Update: February 2025

Update for the month of February 2025. New positions include BMBL, TGI, VSTS. TD and KLG Puts closed out. No major long term changes to the portfolio Marketable Securities The top 5 marketable securities held… 

Portfolio Update: January 2025

Update for the month of January 2025. New positions include SUM, ATSG, HOG Puts (Short), along with commentary on the HOG thesis, the missed ATSG investment (currently in play as a merger arbitrage deal), and… 

Skirting My Way Up – Panorama Ridge Trail

Panorama Ridge, detour to Garibaldi Lake, Victoria’s Secret ($VSCO), and thoughts on the retail and the fashion luxury market (Please don’t expect anything cutting edge or quantifiable – this is more of a late night…