The effort, capital and innovative thinking required to capture more of a shrinking pie isn’t worth the effort for BCE or Rogers.
Using SPACs as a cash alternative: VM Hotels and asymmetric speculating
A short post on small position that illustrates asymmetrical outcomes.
Mid-year portfolio report is now live
I continue to benefit from buying early on distressed Ethereum, uranium and copper companies.
Repositioning the gold basket
Closed out a short position and swapped one Malartic royalty holder for another.
3iQ Bitcoin fund can be converted into ETF
Given the MER difference this seems like an obvious conversion if you hold anything QBTC in a registered account.
Senvest Capital’s Gamestock Postmortem
“Without question, the investment in GME was our single most successful investment to date in terms of absolute dollars, return on investment, and IRR.”