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The Real Estate Outsider - Mainstreet Equity Corp. (Part 1)
How the company got to where it is today.
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Zoomd Technologies Ltd. - From Overreach to Discipline - Why we think there is >88% upside (TSX.V-ZOMD)
Dec 11, 2025
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Propel Holdings (Part 2) - Inside the misunderstood, founder-led lending engine with 230% upside
Dec 9, 2025
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Element Fleet Management: from near-death to one of Canada's best quiet compounders (Part 2)
Nov 28, 2025
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Propel Holdings - Inside A Founder-Led Online Lender (Part 1)
Dec 3, 2025
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Zoomd Technologies Ltd. - From Overreach to Discipline - Why we think there is >88% upside (TSX.V-ZOMD)
How a disciplined reset, real operating leverage, and a mispriced balance sheet created an asymmetric opportunity
Dec 11, 2025
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Propel Holdings (Part 2) - Inside the misunderstood, founder-led lending engine with 230% upside
How the model works, what the accounting hides, and why the selloff created an opportunity
Dec 9, 2025
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Propel Holdings - Inside A Founder-Led Online Lender (Part 1)
How the company got to where it is today
Dec 3, 2025
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Revisiting Element Fleet Management's Valuation
Sunday, I finally felt well enough to go for a run after shaking off a cold that had kept me down for a couple of days.
Dec 1, 2025
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Element Fleet Management: from near-death to one of Canada's best quiet compounders (Part 2)
Today's business model breakdown, our assessment of value and whether or not we are buyers
Nov 28, 2025
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Element Fleet Management: From near-death to one of Canada’s best quiet compounders (Part 1)
(TSX: EFN) - A Toll Bridge on Wheels
Nov 21, 2025
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