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North of Expected Value

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Latest post8 Jun 2026
Optimum Communications, Inc.Optimum Communications ($OPTU) - SHORT thesis-8 Jun 2026
goeasy Ltd.Q1-2026 Portfolio Update : +5%-6 Apr 2026
KB HomeQ1-2026 Portfolio Update : +5%-6 Apr 2026
Hims & Hers Health, Inc.Q1-2026 Portfolio Update : +5%-6 Apr 2026
Palantir Technologies Inc.Q1-2026 Portfolio Update : +5%-6 Apr 2026
1-800-FLOWERS.COM, Inc.Q1-2026 Portfolio Update : +5%-6 Apr 2026
Carvana Co.Q1-2026 Portfolio Update : +5%-6 Apr 2026
Meritage Homes CorporationQ1-2026 Portfolio Update : +5%-6 Apr 2026
Dream Finders Homes, Inc.Q1-2026 Portfolio Update : +5%-6 Apr 2026
Roots CorporationQ1-2026 Portfolio Update : +5%-6 Apr 2026
Monro, Inc.Q1-2026 Portfolio Update : +5%-6 Apr 2026
MTY Food Group Inc.Q1-2026 Portfolio Update : +5%-6 Apr 2026
Sabre CorporationQ1-2026 Portfolio Update : +5%-6 Apr 2026
McChip Resources Inc.Q1-2026 Portfolio Update : +5%-6 Apr 2026
Matachewan Consolidated Mines, LimitedQ1-2026 Portfolio Update : +5%-6 Apr 2026
Cordoba Minerals Corp.Q1-2026 Portfolio Update : +5%-6 Apr 2026
Everybody Loves Languages Corp.Q1-2026 Portfolio Update : +5%-6 Apr 2026
The Becker Milk Company LimitedQ1-2026 Portfolio Update : +5%-6 Apr 2026
kneat.com, inc.Q1-2026 Portfolio Update : +5%-6 Apr 2026
ROK Resources Inc.Q1-2026 Portfolio Update : +5%-6 Apr 2026
Fab-Form Industries Ltd.Q1-2026 Portfolio Update : +5%-6 Apr 2026
D-BOX Technologies Inc.Q1-2026 Portfolio Update : +5%-6 Apr 2026
FactSet Research Systems Inc.Q1-2026 Portfolio Update : +5%-6 Apr 2026
Constellation Software Inc.Q1-2026 Portfolio Update : +5%-6 Apr 2026
TeamViewer SEQ1-2026 Portfolio Update : +5%-6 Apr 2026
Medical Facilities CorporationQ1-2026 Portfolio Update : +5%-6 Apr 2026
Knight Therapeutics Inc.Q1-2026 Portfolio Update : +5%-6 Apr 2026
Aluula Composites Inc.Q1-2026 Portfolio Update : +5%-6 Apr 2026
Dole plcQ1-2026 Portfolio Update : +5%-6 Apr 2026
Power REIT PFD SER A 7.75%Q1-2026 Portfolio Update : +5%-6 Apr 2026
Partners Value Investments LPQ1-2026 Portfolio Update : +5%-6 Apr 2026
Inter-Rock Minerals Inc.Q1-2026 Portfolio Update : +5%-6 Apr 2026
Constellation Software Inc.The Bias Caused by Uncertainty-30 Mar 2026