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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Best Idea of 2025: Medexus Pharmaceuticals
Medexus (MDP.TO / MEDXF) is my best idea for 2025. The stock trades at a distressed valuation despite the current launch of a new drug that could...
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Weekly Update (MEDXF, MAGN, LEN/MRP, MODG)
Comcast (CMCSA) announced in late 2024 that it would spin off a bundle of its traditional U.S. cable networks and related digital properties into...
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Weekly Update (MICC, MEDXF, STRZ)
The Wall Street Journal recently published a good article highlighting that streaming costs are soaring but consumers continue to be willing to...
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Weekly Update (CTVA, SFGI/8729, UNTC, MEDXF, IDT)
On October 1, 2025, Corteva Biosciences (CTVA) announced that it plans to break up into two public companies. The logic behind the spin-off...
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