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: February 2025
A quick update of the portfolio that I have been managing since Aug 2024. The portfolio is primarily asset class agnostic and focuses on long-only investments with an occasional short bias, with a focus on… Portfolio Update – YE 2024
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… Skirting My Way Up – Panorama Ridge Trail
A telehealth company which could turn out to be a 2-3x bagger over the next couple of years. Takeover and merger rumors are also swirling around the company as of late.
A opportunity to invest in a small-cap Canadian trucking company with immense growth potential amidst a deflationary phase of the transportation cycle and depressed valuations Investment Thesis & Conclusion An opportunity to purchase a lesser-known… Titanium Transportation Group (TSX: TTNM) – 50c on the Dollar
Read to find my top 5 reads during an eventful year filled with covid, studies, and empty football stadiums
Use Python to automate calculation of option pricing and finding the expected profit and loss from the trade