Jul 25, 2025
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14 min read
A special all-consumer company edition of the newsletter
Jul 22, 2025
The old SNC-Lavalin has made some changes
Jul 20, 2025
15 min read
The case for B&M European Value Retail
Jul 18, 2025
Thoughts on the Couche-Tard/7-11 deal collapse, Cogeco earnings, and more 🏪
Jul 15, 2025
13 min read
Is this one driving in the right direction? 🚚
Jul 13, 2025
How to get rich the boring, unsexy way
Jul 11, 2025
A special all-REIT edition of the weekly digest
Jul 8, 2025
12 min read
The picks and shovels investment in commercial real estate 🏢
Jul 6, 2025
11 min read
Get both growth and yield with these four stocks -- plus, a big announcement
Jul 4, 2025
A big announcement, plus thoughts on an alternative Dollarama, and a stock I sold
