Blog

Ira Sohn 2018 Investment contest finalist - Short Genworth MI Canada

I had the honour of being among four finalist for the Ira Sohn investment idea contest, as part of the Ira Sohn NYC conference.

While I was certainly disappointed not to win, it was a great experience and I met some investors who I have always wanted to meet, namely David Einhorn, Larry Robbins, and Nathaniel August.

My idea was one of four finalist of more than 400.  My idea was short Genworth MI Canada (ticker MIC), and I think it is a compelling short.  You can see my presentation slides here, and my full report below.  Don't hesitate to reach out with any questions or thoughts you may have.   

Long Idea - Kinder Morgan

It isn't all doom and gloom here at On Beyond Investing. It is funny how investors that discuss bearish ideas seem to get labelled permabears.  I d...

Podcast Interview with J Capital Research

I had the pleasure of speaking with Anne Stevenson-Yang and here is the resulting podcast.

I share my views on the potential impact of higher interest rates.  Why markets don't appear to be pricing in this risk correctly.  And I also discuss which Canadian financials will be affected as the bubble continues to pop.

What Goes Up Season 2 Premier: The $53 Trillion Pricing Problem​​

https://www.stitcher.com/podcast/j-capital-research-ltd/what-goes-up/e/52868311?autoplay=true

My discussion about interest rates and bond markets with Deep Throat IPO

I had the pleasure of chatting with the very smart and interesting blogger behind Deep Throat IPO.  We decided to publish the back and forth we had on bond markets and the potential issues it may face.  Was a lot of fun and I hope you enjoy.  Please let me know if you have any questions.

Here is the conversation we had https://deep-throat-ipo.blogspot.ca/2018/01/treasury-fails-revisited.html

Long versus short Canadian lenders - Why are opinions so different?

Short sellers and regular Canadian investors have very different views of Canadian financials.  These disparate views are easier to understand when...

So what are you really saying OSFI? Taking a look at their latest mortgage underwriting letter

Last week OSFI released a letter about mortgage underwriting expectations.  I’m going to walk through the important parts of the letter and also po...

Home Capital, WTF just Happened?

So WTF just happened? For many years now, I have been long Berkshire Hathaway (BRK) and a huge fan of Warren Buffett.  For the past year or so, I h...

Was that the sound of the Canadian housing bubble popping???

A housing bubble needs two key elements to exist.  A delusion of the masses and easy credit. There was no better sign of delusion than the Toronto ...

Canadian lenders are safe, aren't they?!?

Wow!  If you would have told me that 100 people would read my last blog post I would have bet a beer on the under, so I was floored when over 200k ...

I attended the top of the Canadian Housing Market, so you didn't have to

Originally, I thought this would be a bit of a joke.  There were billboards in all the Toronto subway cars advertising the Canadian Real Estate Wea...