Looking For Asymmetric Opportunities.
- Distressed Assets
- Bankruptcies and Liquidations
- Corporate Restructurings
- Bold Bets in Misunderstood Markets
- Underutilized Land and Buildings
A different kind of value investing
Consolidated Rock is the investment vehicle of Sultan Ameerali. I go beyond financial ratios to determine the probability of surfacing significant, and currently unrecognized, value.
I’m a former financial journalist with a track record of investing success. Working in different industries has improved my analytical skills.
IDEAS, NOTES AND RESEARCH
I’m more active on Twitter, but this is where I share my thought process, ideas and theories when 280 characters isn’t enough space.
I haven’t sent a newsletter in a long time. But I plan to resume soon with a focus on sharing useful information.
Ideas and research on stocks, how I value them and whatever else I decide to write about.
Closed out a short position and swapped one Malartic royalty holder for another.
Given the MER difference this seems like an obvious conversion if you hold anything QBTC in a registered account.
“Without question, the investment in GME was our single most successful investment to date in terms of absolute dollars, return on investment, and IRR.”
Scotiabank’s 1832 Asset Management has been buying up shares like candy.