Raccoon Capital Notebook 🍁
Subscribe
Sign in
Home
Notes
Analysis
Archive
About
Latest
Top
Discussions
Value in a Canadian office REIT at less than 5x AFFO
Intelligent change in capital allocation, several catalysts already underway, and massive buybacks. (TSX: TNT.UN) 🇨🇦
Nov 25
•
Max Francoeur
6
Share this post
Raccoon Capital Notebook 🍁
Value in a Canadian office REIT at less than 5x AFFO
Copy link
Facebook
Email
Notes
More
Results-Oriented Thinking
The cognitive bias of results-oriented thinking is a crucial topic in investing, but it seems to be little discussed in the investment world.
Nov 20
•
Max Francoeur
2
Share this post
Raccoon Capital Notebook 🍁
Results-Oriented Thinking
Copy link
Facebook
Email
Notes
More
1
August 2024
Velan, a turnaround play with potential for acquisition
(TSX: VLN) is a leading Canadian manufacturer of high-performance industrial valves.
Aug 8
9
Share this post
Raccoon Capital Notebook 🍁
Velan, a turnaround play with potential for acquisition
Copy link
Facebook
Email
Notes
More
4
Velan, un jeu de redressement avec un potentiel de rachat - [French Version]
Velan Inc. (TSX: VLN) est une entreprise canadienne de premier plan spécialisée dans la fabrication de vannes industrielles de haute performance.
Aug 8
•
Max Francoeur
1
Share this post
Raccoon Capital Notebook 🍁
Velan, un jeu de redressement avec un potentiel de rachat - [French Version]
Copy link
Facebook
Email
Notes
More
Review of recent years (2020-2024)
It is also crucial to remain uncorrelated with the market when it is overvalued.
Aug 4
•
Max Francoeur
Share this post
Raccoon Capital Notebook 🍁
Review of recent years (2020-2024)
Copy link
Facebook
Email
Notes
More
McCoy Global Inc. - English 🇬🇧
McCoy Global is an innovative leader in the oil drilling technology sector, offering advanced products that improve the safety and efficiency of…
Aug 4
•
Max Francoeur
4
Share this post
Raccoon Capital Notebook 🍁
McCoy Global Inc. - English 🇬🇧
Copy link
Facebook
Email
Notes
More
1
McCoy Global Inc. - French 🇫🇷
McCoy Global se positionne comme un leader innovant dans le secteur des technologies de forage pétrolier, offrant des produits avancés qui améliorent la…
Aug 2
•
Max Francoeur
2
Share this post
Raccoon Capital Notebook 🍁
McCoy Global Inc. - French 🇫🇷
Copy link
Facebook
Email
Notes
More
March 2024
Knight Therapeutics, the Roll-Up Pharma - French 🇫🇷
Knight Therapeutics gagne de l'argent en acquérant des droits de commercialisation de médicaments spécialisés dans des pays jugés trop petits pour en…
Mar 31
•
Max Francoeur
4
Share this post
Raccoon Capital Notebook 🍁
Knight Therapeutics, the Roll-Up Pharma - French 🇫🇷
Copy link
Facebook
Email
Notes
More
Knight Therapeutics, the Roll-Up Pharma - English 🇬🇧
Presentation of a serial acquirer in the specialized pharmaceutical sector.
Mar 31
4
Share this post
Raccoon Capital Notebook 🍁
Knight Therapeutics, the Roll-Up Pharma - English 🇬🇧
Copy link
Facebook
Email
Notes
More
The Book Roadmap
Mar 26
•
Max Francoeur
2
Share this post
Raccoon Capital Notebook 🍁
The Book Roadmap
Copy link
Facebook
Email
Notes
More
April 2023
[Q1-2023] Richelieu Hardware (RCH.TO)
J'examine le dernier trimestre de $RCH pour voir ce qui se passe avec l'inventaire et la dette à court terme.
Apr 7, 2023
•
Max Francoeur
3
Share this post
Raccoon Capital Notebook 🍁
[Q1-2023] Richelieu Hardware (RCH.TO)
Copy link
Facebook
Email
Notes
More
5
March 2023
[Évaluons] Richelieu Hardware (RCH.TO)
Évaluons le rendement du capital investi (ROIC) et le rendement du capital investi supplémentaire (ROIIC)
Mar 29, 2023
•
Max Francoeur
1
Share this post
Raccoon Capital Notebook 🍁
[Évaluons] Richelieu Hardware (RCH.TO)
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
