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Inter-Rock Minerals - Develops, markets, and distributes premium dairy feed supplements across the U.S.
A micro-cap in a niche sector (dairy feed supplements) at less than 7x EV/NOPAT with a growth of more than 15% over the last 4 years.
Apr 22
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Max Francoeur
6
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Inter-Rock Minerals - Develops, markets, and distributes premium dairy feed supplements across the U.S.
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The Rapid Rise and Fall of Adeptus Health: A Working Capital Cautionary Tale
A story that highlights the importance of working capital. What are the reasons why companies need to track working capital and how can a bad business…
Apr 20
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Max Francoeur
4
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The Rapid Rise and Fall of Adeptus Health: A Working Capital Cautionary Tale
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US Tariffs: Initial Impacts and Corporate Adaptation Strategies
Analyzing early 2025 US tariff impacts: How companies adapt via inventory surges, supply chain shifts, & cost strategies, facing potential economic…
Apr 15
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Max Francoeur
3
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US Tariffs: Initial Impacts and Corporate Adaptation Strategies
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Update on some special situation
I am always looking for “special situation” opportunities with a high IRR (25-50%). In a market (USA & Canada) that I find risky, I find it even more…
Apr 14
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Max Francoeur
7
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Update on some special situation
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5 years of investment learning
Five years of investment, mistakes and learning summarized in clear principles to invest with rigor, lucidity and discipline in a complex market.
Apr 1
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Max Francoeur
8
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5 years of investment learning
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5 ans d’apprentissage en investissement - 🇫🇷
Cinq années d’investissement, d’erreurs et d’apprentissage résumées en principes clairs pour investir avec rigueur, lucidité et discipline dans un…
Apr 1
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Max Francoeur
3
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5 ans d’apprentissage en investissement - 🇫🇷
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January 2025
A company with a balance sheet with a net worth that can represent more than 10x its MC. With the possibility of a second return of capital.
The “shell” company is listed on the OTC market (expert market). It is no longer in business, but at a price of 0.30x cash. With an option on a…
Jan 29
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Max Francoeur
4
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A company with a balance sheet with a net worth that can represent more than 10x its MC. With the possibility of a second return of capital.
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December 2024
Financial Shenanigans
How to Detect Accounting Gimmicks & Fraud in Financial Reports. 🕵🏽♂️
Dec 13, 2024
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Max Francoeur
5
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Financial Shenanigans
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November 2024
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, 2024
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Max Francoeur
11
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Value in a Canadian office REIT at less than 5x AFFO
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18
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, 2024
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Max Francoeur
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Results-Oriented Thinking
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August 2024
Velan, a turnaround play with potential for acquisition
(TSX: VLN) is a leading Canadian manufacturer of high-performance industrial valves.
Aug 8, 2024
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Velan, a turnaround play with potential for acquisition
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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, 2024
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Max Francoeur
1
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Velan, un jeu de redressement avec un potentiel de rachat - [French Version]
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