CDN Value Investors @CDNValueInvestr
90% value investing and 10% memes (and no financial advice). Substack - https://t.co/xGhFwwvR7O canadianvalueinvestors.com Canada Joined April 2016-
Tweets1K
-
Followers743
-
Following185
-
Likes521
New article - Post-COVID's Booms and Busts – Some COVID case studies and how it is still providing investment opportunities $SITC, $PYPL, $TBL, and more. See bio.
Sharing a list of 40 funds with excellent quarterly letters for idea generation. 1) @alluvialcapital (Value + Special sits) 2) @eriksen_tim (Value + Special sits) 3) @LaughingH20Cap (Value + Special sits) 4) @CapitalVoss (Value + Special sits) 5) @LuisVSanchez777 (Value +…
And there’s the Petrobras incremental dividend. $PBR
Friendly reminder from our good friends over at Petrobras $PBR
Friendly reminder from our good friends over at Petrobras $PBR
$CPRI $TPR propose merger. FTC response:
$CPRI $TPR propose merger. FTC response: https://t.co/55rtAetZwA
Me interviewing at @Mawer_Invest and telling them about my latest idea:
Me interviewing at @Mawer_Invest and telling them about my latest idea: https://t.co/PnI74X0gBp
Well isn’t that neat. Cheers to $PBR. 🍻Still long. Happy Friday everyone. $PBR.A
I’ll leave this chart here. Have a great weekend, folks.
Warren Buffett vs. Cathie Wood
Honestly working on the IR team at $PBR must just be one of the most bizarre day-to-day job in finance.
Neat thread on $ACIC. We are still long.
Neat thread on $ACIC. We are still long.
New article - Graftech $EAF and Petrobras $PBR Boardroom Brawls. And the best value investing events around the world.
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Kuppy @hkuppy
138K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
William Green @WilliamGreen72
40K Followers 5K Following Author, "RICHER, WISER, HAPPIER: How the World's Greatest Investors Win in Markets and Life." Available at https://t.co/7842Q0Vv1B
Canadian Dividend Inv.. @CDInewsletter
10K Followers 640 Following Retired from the corporate world @ 39. Now I analyze dividend stocks and write about them. Subscribe to my FREE newsletter below.
Manic Doge @Manic_Doge
146 Followers 4K Following Live Games - KYC/Audit/SAFU Badge - 0% Tax - Renounced https://t.co/IysibpKfGV Channel: https://t.co/Eucxt6TA8f Group: https://t.co/xIcn4iQOQF
Tharsear @Tharsear141056
0 Followers 142 Following
Norah Bab @bab_norah66837
65 Followers 5K Following
Randy Sanders @randy86086
82 Followers 784 Following
Short Term Capital Mi.. @_STCM
229 Followers 2K Following Penny pinching on the TSXV. Opinions not investment advice.
LetitiaGrey @Em8ws3n8tyVuB21
0 Followers 123 Following
Lachon @Lachon858104
1 Followers 60 Following
[email protected].. @WillisJamesc
238 Followers 2K Following
Dominik Login @Dominik_Login
216 Followers 1K Following (Non)random musings on markets, tech and peculiarities of life
Lucky @slussos
313 Followers 5K Following Cardiac Anesthesiologist Inova Fairfax Hospital and Grand Pop. Go Sparty!
Mallard Research @MallardResearch
37 Followers 53 Following Looking for overlooked value stocks with asymmetric upside. Check out my substack for deep dives. https://t.co/8zrj32Y1Va
Rahma Juariqui @juariqui4589
74 Followers 5K Following
SabrinaKeats @QgM6OAC76rp8vdH
0 Followers 145 Following
Theasoos @theasoos2265
1 Followers 171 Following
Max Adelson @maxadelson
56 Followers 164 Following Career: Finance Professional | Education: BCom Honours Investment Management @ McGill | Side Interests: Tennis, running, cycling
Thomas Head @_Headder
94 Followers 210 Following
Oscar Simioni @oscar_simioni
45 Followers 190 Following
no name @xiaozh23413
0 Followers 43 Following
Kedojoasm @kedojoasm48597
1 Followers 203 Following
Universal Cash @UniversalCash82
93 Followers 1K Following
dal22333 @dal2333
3 Followers 45 Following
Mitch Jensen @mitchjensen_
960 Followers 369 Following 22. Co-host on Money Under the Mattress Podcast with @buyandhibernate. Looking for great businesses to compound over the next 70 years.
Vernon @SouthwardVernon
415 Followers 1K Following Owner of Kosmos, Workflow Automation for Financial Services. Enjoys talking about M&A and Stocks.
Michael Huynh @MichaelHuynh96
75 Followers 695 Following
May.Ng @MayNg20492409
18 Followers 261 Following
Craig Mamer @MamerCraig
12 Followers 75 Following
CanadianNewcomer @chettan_guevara
652 Followers 5K Following Malayali living in Canada. Investments, Politics and Economics. Indexing vs Dividend growth dilemma
Félix Foucher-Paquin @FelixFoucherP
31 Followers 50 Following
NorthscapeVentures.th.. @NorthscapeV
221 Followers 1K Following
emrata @emrata85
478 Followers 461 Following Deger yatirimciligi odakli yeni tarz yatirim stratejileri gelistirmeye calisirken ogrendiklerimi sizlerle paylasiyorum.
Jonathan Chan @Ch96491Chan
65 Followers 458 Following
Gursharn Singh @Gursharnx
10 Followers 35 Following Trying to be a learning machine with three pillars of my life: Integrity🤝 Energy💪 Intelligence🧠 #Philanthropy #Valueinvesting #Love
David Jones @DJsInvest
91 Followers 428 Following
Mr.Paul @shravanrayhaan
168 Followers 625 Following Global value investor/gambler/speculator. Concentrated portfolio. Love researching and rejecting stocks all day.
Grant Trenary @GrantTrenary
83 Followers 504 Following Song skipper, channel flipper, glass filler, male nurse
Arvind Ravindranath @arvindr92
135 Followers 434 Following BOM 🇮🇳 to YYT 🇨🇦. RTs about Tech/(709)/Geopolitics/Business/Econ/Govt. Policy/Anti-Trust law. Tech lawyer turned civil servant. Views are my own. Map Nerd.
Jeff Burgis @jeffburgis33
369 Followers 914 Following Dodgers, Cowboys, Cycling, 20+ year Ford Employee, DIY Stock & Option junkie
Eric Wiehe @wiehe_wiehe
257 Followers 329 Following
paulo wayne @1112ffPaulo
76 Followers 276 Following Advocates minimal government, armed citizenry and zero immigration. Anthropogenic climate change skeptic. Anti-Vax-mRNA Kills. Say no to CBDC slavery.
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Dave Waters @alluvialcapital
26K Followers 2K Following Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
Mohnish Pabrai @MohnishPabrai
211K Followers 949 Following Pabrai Funds, Dakshana Foundation, Dhandho Funds; author of The Dhandho Investor and Mosaic.
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Kuppy @hkuppy
138K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
Trevor Scott . AI @TidefallCapital
33K Followers 1K Following No Management Fee. No Closet Indexing. Just Investing. Tweets are not investment advice.
Edwin Dorsey @StockJabber
103K Followers 2K Following Exposing bad companies. Author @BearCaveEmail & @IdeaBrunchEmail. Class of 2020. Email: [email protected]
William Green @WilliamGreen72
40K Followers 5K Following Author, "RICHER, WISER, HAPPIER: How the World's Greatest Investors Win in Markets and Life." Available at https://t.co/7842Q0Vv1B
Brad Kaellner @bkaellner
26K Followers 949 Following Compounding on the shoulders of giants 📈 Trying to be a little less stupid today than I was yesterday 📚🤯
Canadian Dividend Inv.. @CDInewsletter
10K Followers 640 Following Retired from the corporate world @ 39. Now I analyze dividend stocks and write about them. Subscribe to my FREE newsletter below.
Paul Andreola @PaulAndreola
21K Followers 1K Following Father, husband, avid traveler, microcap investor. CEO of NameSilo Tech, $URL.C, SmallCap Discoveries @smallcapdisc. Director of $AEP.V, $TTZ.V & $DBC.V
Ian Cassel @iancassel
255K Followers 605 Following Christian | MicroCap Investor 📈 | Founder @MicroCapClub & CIO @IntelligentCM
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Sterling Capital @jay_21_
6K Followers 750 Following
Marc Cohodes @AlderLaneEggs
174K Followers 680 Following No Greater Motivator Than Disrespect.“Its not what they call you,but what you answer to".All Bat or 🪓Tweets NOT TO BE TAKEN AS THREATS."I Save All Receipts"
Harris Perlman @OtterMarket
20K Followers 140 Following I don't want advice. I want to know what you're buying today.
Luke @SnowballInv
1K Followers 2K Following Value investor, looking for long-term compounders. Sharing thoughts on Twitter & my blog, Snowball Investing.
Hidden Returns @hidden_returns
574 Followers 2 Following Der Small Cap Aktien Podcast. Tiefgründige Gespräche über Aktien im Nano-, Micro- und Small Cap Bereich. Mit euren Hosts @finance_schmidt & @CloneShameless
TheDailyCompounder @100xCompounding
1K Followers 15 Following Investment Analyst. I study small/nano cap companies in developed nations and speak on valuation & miscognition in markets. Valuation Matters.
Rusholme Capital @rusholmecapital
3K Followers 493 Following Family office MD & investing nerd 😝 micro caps to private credit. Not financial advice
Trail Rock Capital @TrailRockCap
2K Followers 337 Following Special situations, micro/nanocaps and A+ capital allocators
Sebastian @SebKrog
6K Followers 347 Following I share everything I learn and discover in the world of Microcaps. Check out my Newsletter below for in depth write-ups of overlooked Companies ⬇️
Adam Wilk @AKWilk
10K Followers 1K Following Founder and Portfolio Manager of Greystone Capital Management LLC, a long-only strategy centered around identifying mispricings among smallcaps and microcaps.
Green Giant @GreenGiant
52K Followers 2K Following Meal solutions, recipes and Veggie Swap-Ins™ from the vegetable expert himself. #GreenGiant #ThatsGiant
Smoak Capital @dsmoak98
16K Followers 1K Following Private fund manager focused on small/micro-caps, trying to learn from the best and turn over the most rocks. Tweets are not investment advice.
Tobacco Insider @tobaccoinsider
15K Followers 0 Following The leading authority in Tobacco Industry insights, analysis and projections. From the people in the know. Visit https://t.co/VJgjWbxHNy to stay informed
Andrew Coye @andrewcoye
1K Followers 1K Following Musings about investing and trail running. Not investment advice. Life is short, art long, opportunity fleeting, experience deceptive, judgment difficult.
JapanDeepValue @JapanDeepValue1
3K Followers 272 Following 60% of all listed stocks in Japan trade below book value. Follow me on a journey to explore. *hint* governance matters. Not giving investment advice.
JGGCDN @JGGCDN
2K Followers 807 Following Nanocap, microcap smallcap. Journeyman electrician. Enologist & banker in a former stage of life. #TSX #TSXV DYODD
Valorem - Legal Speci.. @ValoremResearch
614 Followers 1 Following Legal Special Situations and Merger Arb research by @LionelHutz_Esq
Lionel Hutz @LionelHutz_Esq
5K Followers 824 Following I watched Matlock in a bar last night. The sound wasn’t on, but I caught the gist of it. Legal special situations research @ValoremResearch.
John Mihaljevic @JMihaljevic
11K Followers 3K Following Chairman @manualofideas, The Zurich Project, and Ideaweek St. Moritz. Co-Host @twiii_podcast. Author, The Manual of Ideas. Value investor with a growth mindset.
Gabriel Tamez @deusexdividend
2K Followers 991 Following Value Investor | Work is a prerequisite for opinions
Alex Bossert @alexbossert
7K Followers 3K Following Founder & Portfolio Manager @ Bossert Capital. Tweets are not investment advice.
TB @ThierryRBorduas
38 Followers 134 Following
Stocks & Stones @Stocks_Stones
4K Followers 300 Following MicroCap Expert | I help you invest in small public companies. 💵 Portfolio Manager @ Rivemont Investments 🖊️Newsletter Writer (Subscribe for free | Link 👇)
Not Hari Seldon @HariSeldomRight
4K Followers 1K Following Jr doc/researcher | Amateur microcapper | Lucky picks $LEAT 8x (2020-22) $EPSIL 5x (2021-22) $CPH.TO 3x (2022-24) - apparently getting worse | 6y CAGR 41%
Vladislav Kolomeets @VladKolomeyets
523 Followers 116 Following Exploring Opportunities Among Small Caps, Deep Value, and Special Situations
3:10 Value @310Value
7K Followers 4K Following Business analyst. Tuitio fidei et obsequium pauperum. Not investment advice. [email protected] https://t.co/BmHjJLJ1Ae
Yet Another Value Emp.. @YetAnotherValue
3K Followers 2 Following Official Twitter of the Yet Another Value Empire (mainly the blog and podcast)
MicroCapClub @MicroCapClub
41K Followers 126 Following MicroCapClub is a global community of 250+ experienced microcap investors. All great companies started as small companies. We find them first.
Ben Graham Centre for.. @BGCVI
1K Followers 1K Following Centre focuses on researching and educating future business leaders and investors in the investment style made popular by Benjamin Graham.
Fundasy @FundasyInvestor
6K Followers 702 Following Global GARP Investor | ERP Implementation Consultant | Engineering Grad I tweet about stocks. DMs open
Stephen Frampton @StephenFrampto9
924 Followers 160 Following I like writing : SeekingAlpha - https://t.co/vkksScjHcM Substack - https://t.co/xQXdHrLMxL
Mikro Kap David @david_katunaric
7K Followers 333 Following turning over micro rocks and sharing my discoveries || there's always a cheap market somewhere || not investment advice
Gabe @Gabe_Bernarde
7K Followers 880 Following Analyst @viceroyresearch. Opinions are my own. References to securities are not recommendations or solicitations to buy or sell. Mostly satire. Powered by AI.
ToffCap @ToffCap
9K Followers 416 Following Fund manager. Looking at LOTS of companies and sharing ideas. Opinions, not advice | Research and Event-Driven ideas at https://t.co/e3LfxHHKsb.
emrata @emrata85
478 Followers 461 Following Deger yatirimciligi odakli yeni tarz yatirim stratejileri gelistirmeye calisirken ogrendiklerimi sizlerle paylasiyorum.
Kingdom Capital @kingdomcapadv
8K Followers 720 Following Due diligence on small caps, opinions not investing advice. Do your own work.
Kevin Graham @Kevin_AGraham
2K Followers 696 Following Good at math. Read a lot. Financial statements tell a story. Novice excel user.
Kreuzmann @Kreuzmann13
7K Followers 449 Following Microcap koncentrovaný investor. Hledám společnosti, které 99% lidí přehlíží a píši o nich na blogu https://t.co/RH2vcAmMT2
Whit Huguley @Whit_Huguley
796 Followers 395 Following Fund Manager of River Oaks Capital -- micro-cap & small-cap fund https://t.co/TqBkx69jnZ
Lula @LulaOficial
8.9M Followers 3K Following Filho da Dona Lindu, marido da @JanjaLula, presidente da República. Trabalhando para reconstruir o Brasil.
Jon Cukierwar @JonCukierwar
12K Followers 487 Following Founder of Sohra Peak Capital Partners, where we invest in businesses with intelligence far surpassing my own. Disclaimer here: https://t.co/C1dK5tzAej
No Called Strikes Inv.. @NCSI_SA
1K Followers 60 Following I'm a big believer that there are "No Called Strikes" in investing. I write on Seeking Alpha and Micro Cap Club, covering a small number of companies
Clark Square Capital @ClarkSquareCap
22K Followers 3K Following Global investor. I publish in-depth research on under-the-radar stocks and special situations. Subscribe at https://t.co/i702QwsNEd
$CCSI now the 4th cheapest stock in Russell 3000 (ex financials)
Sharing a list of 40 funds with excellent quarterly letters for idea generation. 1) @alluvialcapital (Value + Special sits) 2) @eriksen_tim (Value + Special sits) 3) @LaughingH20Cap (Value + Special sits) 4) @CapitalVoss (Value + Special sits) 5) @LuisVSanchez777 (Value +…
Friendly reminder from our good friends over at Petrobras $PBR
Bom dia ☀️ para quem acha que deixar de prospectar/produzir petróleo em novas fronteiras é dispensável e que a eletrificação dos carros vai dispensar o seu uso pela Humanidade de uma hora para a outra. Todo apoio à descarbonização e fontes renováveis! Mas também à racionalidade…
Microcap is a great place to start as a stock picker. No analysts/No institutions means you must do the work. You must do your own independent research and form your own independent conviction. Institutional research/opinions aren't spoon-fed to you like you're a child. This…
@CDInewsletter I'm wondering, why does $MEQ.to trade at a higher value compared to $NXRT? It seems to me that both companies operate similarly and have similar levels of debt. Does $MEQ have a competitive advantage that justifies its higher price?
Mainstreet Equity $MEQ.to: - 49% insider owned - Grew FFO/share by 17% annually since 2000 - Grew from 1,370 to 17,614 apartments - Still big growth potential - Proven value-added model - Analysts project ~20% FFO growth in 2024 and a further 10% in 2025 Big fan of this one.
Interesting Paypal $PYPL deep dive in Wedgewood Partners' recent Q1 letter 👇, making it once again a sizable position.
From Alluvial Capital's Q1 letter $HMM.A
What’s the highest level of concentration in one stock you are comfortable with?
Mawer is seeking an experienced Equity Analyst to join our Research team! If you have a passion for analyzing markets and assessing investment opportunities, this could be the perfect opportunity for you. Apply now: mawer.com/careers/resear…
Ready to publish the next TMM - our overview of interesting action in the event-driven and special sits world✅ As promised, we added a new section highlighting situations that are not exactly event-driven, but interesting nonetheless👌 Don't miss it... subscribe (its free)
I’ll leave this chart here. Have a great weekend, folks.
New Article One of the core things Sean Iddings and I noticed from studying intelligent fanatics was that transformative business leaders excel in industries that most would consider low-margin, mundane, or outright disliked. microcapclub.com/the-little-thi…
$TRIP $LTRPA arbitrage just keeps on giving. Successfully trading it for the fourth time already: Apr'21 +32% in 4 months. Mar'22 +30% in 4 weeks. Aug'22 +50% in 3 weeks. Apr'24 +24% in 1.5 months. The latest pitch: specialsituationinvestments.com/2024/02/libert…
Getting ready for the next leg higher? $BRM.V
Warren Buffett vs. Cathie Wood
IMF warns Argentina that they need to address the YPF court judgment if they want to regain access foreign capital markets. This is quite positive for $BUR. It may take time, but I am quite confident that Burford and Argentina will work out a deal. x.com/sebastianmaril……
For those who doubt that Argentina will pay Burford Capital $BUR: Source: Chiche Gelblung Interview with Javier Milei, Cronica TV, October 9, 2023.
I recently passed 10,000 followers on this app. It's pretty cool that so many people find what I have to say compelling enough to follow. I do my best to only put good stuff in your feed, too. Hopefully I'm succeeding. Thanks, y'all. See you at 20,000.
@CDNValueInvestr @PaulAndreola What is the growth case here? Revenues, and income are stagnant. EPS stagnant for years. Just multiples changed.
Trends for United States
You might like
