Weekly Update (HOH.V, REZI, RMAX)
Ryan Detrick at Carson posted this on X recently. Yes, September is the worst month of the year for the S&P 500. But seasonality is a starting...
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Best Ideas of 2025
The range of ideas is broad. The smallest market cap is a $15MM Canadian micro-cap that is trading below its net cash, and the largest is an $25BN...
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Weekly Update (OCTV, FDXF, NVRI, IDT, HOH)
High Arctic Overseas reported earnings this week. I think a positive FID decision will be a major positive catalyst for High Arctic Overseas. The...
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High Arctic Overseas: Good Things Coming
I had a chance to talk to the management team from High Arctic Overseas this week, and I came away encouraged. The stock is trading at a negative...
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Weekly Update (LBTYA, HOH.V, Vylor)
On September 8, Liberty agreed to sell VodafoneZiggo’s passive mobile tower infrastructure to DigitalBridge, L&G and TD Asset Management
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