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Life Insurance Company of Alabama
On Beyond Investing September Newsletter
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.
Fund.com an interesting story, and a new resource for Investors
Latest Newsletter and Updates
Financial media needs to do better - a critical look at Brookfield Real Estate Service
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
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?
So what are you really saying OSFI? Taking a look at their latest mortgage underwriting letter
Home Capital, WTF just Happened?
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