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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.

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 – YE 2024

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… 

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… 

Top 5 Reads 2020

My Top 5 Reads of 2020

Read to find my top 5 reads during an eventful year filled with covid, studies, and empty football stadiums