Fred

@Rodbhar @CDInewsletter They're probably shorting it.

@CDInewsletter Biggest surprise for me was how people literally hate you when you make a truly contrarion bet.

Twitter anon: I'm a contrarian with out of the box thinking. I look at the most ignored corners of the market and read obscure stuff so I can gain an edge. Conformist thinkers will never outperform. Okay, so what are you buying? The same eight stocks everybody else does.

@Petty__Cash @Divergent7651 I'll pray for your back.

@Divergent7651 Squatting and deadlifting on the same day

Felt like I had a million ideas in mid February, early March and now I have none. What's your best idea right now?

@cdnvaluestocks @lol_kikko @310Value What is with Dovigi's house getting shot up all the time, GFL trucks getting torched? It's like straight out of the Sopranos.

@lol_kikko @310Value Hate to see Secure go, particularly at this price, but I guess this is one way of getting back into GFL

$gfl. $ses.to

Dream Unlimited: A Hidden Compounder in Canadian Real Estate $DRM.TO Read here: open.substack.com/pub/shorttermc…

I only have my dividend portfolio there but I'm still hooked on the Wealthsimple Leaderboard mechanic. Feel like I gotta increase my rank.

@deepvalueco Its a nice convenience that if you’re at war with the Trump-led US you only get attacked after the market closes for the week.

Multiple reports about Iran saying the straight is open to anyone except US/Israel... If all militants even get that message, it's a big step towards capping the problem.

Everyone bullish oil...

@GaelanHanlon @tsxman It should be noted, DRM's AUM has grown considerably in the past 6 years.

@tsxman DRM owns and manages assets, BAM is the asset manager. DRM has quite a bit of debt in relation to its cash flow, more akin to BN. As an asset manager, BAM has better brand, scale and reach than Dream. Private asset managers likely to consolidate, not easy feat for DRM to scale.

Seeing a lot of high multiple stocks get hammered when the narrative changes. No interest in software (nor knowledge) but why does $BAM justify such a lofty valuation say relative to $DRM.TO which has a large asset management as well? How is it cheap? Why shouldn't it fall more?

@tsxman Maybe was a hawk at one point. youtube.com/watch?v=4QFkau…

JAY HATFIELD: Walsh the most hawkish Fed governor of all time, has real time PCE below 2%, says they are misreading shelter inflation, thinks we get 3 cuts and says they are way behind the inflation curve.

@deepvalueco Consolidating at resistance. Looks coiled to me.

@Fred03288871 Looks like it's been going down

Shot Chaser 3-5 year holds Minimum --No Longer Like $FOUR

@TidefallCapital Link to article if you can't read due to font size. barrons.com/articles/SB945…

The infamous Buffett Barron's article on Dec 27, 1999 after Berkshire had underperformed just before the tech bubble burst. $BRK

@thepupil11 How's wealth being calculated? Assets net of debt would just correlate with the price of houses in each country.

disclaimer: I don't validate people's data when i'm scrolling twitter.

it's amazing to me how low 🇯🇵 is on both average and median. Part of it is cheap 💴, but still.

@michaeljburry @odinn_k Great workout playlist.

@odinn_k + Amon Amarth, Devildriver, Children of Bodom, As I Lay Dying.. and now Orbit Culture, Humanity's Last Breath, Sleep Token, but for me hard to beat AILD/DD/COBHC/AA/PWD

Ice Nine Kills put on a killer show. Been to two shows, including the Silver Scream Con in Worcester MA back in September. If they are playing near me, I'm getting a ticket. The best metal show going now. youtube.com/watch?v=JZMlDG…

@GaelanHanlon The whole sector seems to have caught a bid since mid November.

Why is $cjt.to rallying so much today?

@Rodbhar They were just at $9 billion in AUM back in 2021. Now they're pushing past the $30 billion mark.

$DIR.UN is selling $800M of assets into this fund. That should trigger ~$30M in incentive fee for $DRM.TO.

Dream Impact Fund, Jamie Cooper youtube.com/watch?v=yOLnF1…

@tsxman @Morguard You been able to find anything on Angela Sahi?

@Morguard $MRC.TO $MRT.UN $MRG.UN all 'dead money' over the years but lots of reason for optimism in my view outside of the huge seemingly unattainable value gap. Rai Sahi stepping aside. George Armoyan as a new potentially 'active' investor serving as director. Something has gotta' give.

BIG BOY INSIDER BUYS @Morguard entities: $MRG.UN director Bruce Robertson filed for $224,450 of units today. He added ~$400k last month. Meanwhile George Armoyan added $504,900 of $MRC.TO, now has $154,000,000+ plus more in $MRT.UN.

@deepvalueco It's probably why they're aggressively buying back shares with the proceeds from ERE. A noticeable deceleration in FFO y/y + the immigration headwind and now the boot from an index. Could make for an attractive opportunity.

Canadians love their real estate so much that the last REIT was just booted out of the index $CAR.UN

@Rodbhar @spodniewkant @acorn_capital @ThePoorBG They needed the liquidity. It didn't look like they had much of a choice here. If it didn't pass that would have been detrimental.

@spodniewkant @acorn_capital @ThePoorBG @Fred03288871 It was obviously going to pass, with the big DRM stake. So a lot of "yes" votes probably didn't bother to vote. I don't like the deal, but I can't say it's a mistake. It's too bad they didn't have better options.

Approved by a "majority" of 44%?? What am I missing here? $MPCT.UN

@Rodbhar @acorn_capital That was quick. Thanks for the update.

@acorn_capital @Fred03288871 A correction has been issued.