General Recap – Cautious Pessimism & A Thought on Figs Inc. (FIGS US)
An overview of market musings along with a short piece on Figs Inc. and Yellowpages blurb
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…
Quipt Home Medical (NYSE: QIPT | TSX: QIPT) – Equipped for Growth & a Potential Multibagger
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.
Titanium Transportation Group (TSX: TTNM) – 50c on the Dollar
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…
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
Automating Option Pricing Calculations
Use Python to automate calculation of option pricing and finding the expected profit and loss from the trade