F.V.
4.9K posts
@JapanDeepValue1 @taobanker Look at how that turned out for $CRH-US (well). That would also pressure the TSE to get issuers in line further.
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the reality is almost nothing should be listed in Japan. I keep saying it over and over, but not sure the audience fully understands why. even this 5233 should not be listed here lets be honest just put the whole thing on the NYSE and let Americans price the US biz and discount the Japan thing to zero for all I care
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Remember in 2022 when I told you all this bailout would happen and you ridiculed me?
I do. Receipts kept:
“A private Canadian investment firm has teamed up with a provincial Crown agency to purchase and convert some of the growing inventory of unsold condominiumsin the Greater Toronto Area (GTA)”
Financial Post@financialpost
Public-private partnership launches $1.3-billion fund to purchase unsold GTA condos financialpost.com/real-estate/ca…
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@MWG_Jamie Yes! Need to see a confirm from SEPH details which uses CRA payroll data across industries.
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The LFS data in Canada is pure noise. In Sept 2025, CA added 118k jobs and later revised down to -58k.
For comparison with US data, that’s like saying we had the best jobs month in history (+1M) and then revising it, actually it was one of the worst in history (-500k).
Maybe it was a terrible report but it might turn out to be a nothingburger.
The Klendathu Cap@KlendathuCap
If you adjust for population this would be as if the US lost over 700,000 jobs in a single month. To put this in further perspective, the most jobs the US ever lost in a single month (outside of covid) was March 2009 where it lost 824,000 jobs.
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Anyone else getting the sense this war is really USA vs China? What’s the best next move by China?
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i once worked at a place where this system was so hard to move off of - we had a perma task force running - but could not find a solution
so we had to literally hire the guy who created it, way back in the day, just to maintain it after the vendor sunset it.
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tell me you've never been inside of an org that depends on shitty 80s sw that barely works but it literally has all the rules for the most critical shit they do in there like custom pricing management and so all new hires have to spend months training - without telling me
Fabricated Knowledge@fabknowledge
Honest something that kind of sucks for SaaS is they cannot bottom out like cigarettes because unlike cigs, SaaS customers are not literally addicted to the poison lmao we are getting pretty close.
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@ttweet15 @TeddyGambino Check the price move in $SHLE.TO over the last few months and their slide decks.
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@TeddyGambino Wish someone would have asked about their sand investment and what is happening there. Brad repeatedly pumped the value and shortage of sand, surprised no one jumped on this.
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$TCW Q4 CC Notes. 1/3
- Low Q4 oil prices, slowed activity-some cancelled
-4th electric ancillary equip upgraded
- some Q4 Frac pricing pressures
- BC slowed/Duv picked up slack
- longer lats-more sand, wcsb sand demand more than doubles by YE 2030
- co continues to build out sand logistics biz
-Q2 takes delivery of 100% gas spread, infield by Q3
- added Nat gas powered trucking
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What are the compliance rules, if any, for finX stock pitches, etc.? i.e., if there were a compliance guy, what would he say not to do / what not to post.
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M made ~$19 million investing in Hemacare.
I suspect there are many 70+ year olds that amassed $25mm+ investing in these unknown stocks.
Beautiful tribute from NoNameStocks.
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@deepvalueco Exactly. Need to look at
The sector composition differences in order to infer anything here.
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Hopefully but looking at banks and mines the same way as Google and Meta seems like a great way to lose money.
Jérémie@jeremie0117
Is it Canadian equities time?
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@BrownMarubozu Murad is a true Canadian success story by all accounts.
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$FFH.TO holding $AGTF.TO announced its IPO on Friday after the close. A co-founder/employees and potentially OMERS are sellers. FFH is exercising warrants at C$22.50 with proceeds used to repay debt to itself. CEO and FFH are locked up. Small position, big business.
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@lorenz_swen @NewmoonCap @MikeFritzell @StockJabber @uv_shares Sounds like something @UnlearningCFA will have a field day with.
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@NewmoonCap @MikeFritzell @StockJabber @uv_shares The ai detection for odd timed option grants and executive compensation could be an interesting project to base a fund around or at least feed into a strategy. The FOIAsearch.com thing also definitely has legs.
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This interview with @StockJabber has "several ideas in it that a hedge fund could base its entire strategy on". So says one of my readers at @uv_shares.
undervalued-shares.com/weekly-dispatc…
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@DarkfireCapital @leevalueroach Do you ever try to get shareholder lists to find shares directly?
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@leevalueroach I might have been on the bid for 6 months back then - nothing filled
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Should have bought it when I wrote it up at $0.038.
Shantaram@shantaram83
Full position now filled. Had to call 📞 Schwab to place this trade 🤣 Now let’s see some fireworks 🎆 🧨 $RCHN
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@vanckzhu @teddy_okuyama Are they publishing the English print versions again? Baseball IOT plays, online flea markets and Japan’s largest pickle manufacturer make A-Z research a lot more interesting in Japan.
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@teddy_okuyama Working through this still. So many unfamiliar companies for me
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At the end of the day,
Japan Company Handbook (Shikiho)
is the best, most 'intuitive' resource.
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@compoundpapi @BradoCapital Premiumization has limits. Currently bourbon and scotch are in a general state of oversupply too IIRC. You nailed tobacco. Alcohol just isn’t the same set of industry dynamics like you stated.
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Are alcohol stocks the new tobacco stocks?
Incoming HSD dividend yields + buybacks
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From Marathon - I wasn't aware that most containerboard usage was a-cyclical:
"About 45% of the end market is for food and beverage markets and a further 30% for other non-durable markets such as chemicals and pharmaceuticals"
thecapitalcycle.co.uk/episodes/churn…
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@tsxman @TSXDivStock Does Drimmer have a history of letting go of public vehicles?
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@TSXDivStock $Nrr.un is at 10x and only a small public float. I have a big position there.
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Some fun with numbers this morning. With thanks to RBC research, $MI.UN is being acquired at 20.9x 2026E AFFO, last year's Interrent $IIP.UN at 23.6x. Here's where the remaining Cdn multi-res REITs are at:
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@plasticnewt3 Shitco mgmt teams don’t want you bringing up their priors.
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Imagine being 20x levered at 2am when someone falls asleep on their keyboard hitting enter knocking a stock down 5% through the 0 overnight liquidity.
Hedgeye@Hedgeye
THIS IS INSANE. Coinbase is launching equity perpetuals, enabling 24/7 trading of stocks, ETFs, and indices. The product is set to launch early 2026 for both U.S. and international users, with up to 20x leverage. Around the clock trading is coming soon.
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