Blog

The latest issue of On Beyond Investing is out!

This is the annual speculative value issue.  I take a look at ideas that are risky, but have tremendous upside potential.  

I want to discuss an interesting company, and an interesting situation.  While I am not sure an investment here is worthwhile, given the recent mov...

Latest issue of On Beyond Investing is out! This issue we follow up on the June 2018 issue where we took a deep look at Charter (ticker CHTR). In t...

When I started On Beyond Investing, it was to provide investment ideas, and to help educate investors.  Too often I find that the financial media, ...

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.   

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...

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

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

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

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...

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...

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 ...