95% value investing, 5% memes, and no financial advice.
Canada
Joined April 2016
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CDN Value Investors retweeted
Next time you think that short sellers just make shit up - have a look at this SIX MONTH OLD tweet - which basically alleges the affair that is now news.
9) $NVDA CEO Huang has walked alongside Megaspeed at every step, and seems to have a close relationship with Megaspeed's Alice Huang. They partied together in June 2024 - same month as the Apex/Alibaba pledge, then dined together in May 2025 - just after U.S. trade restrictions.
CDN Value Investors retweeted
Wow! 🚨 Organigram Global $OGI.TO to acquire Aurora Cannabis $ACB.TO 🚨
Organigram outbids Curaleaf $CURA.TO, the first hostile bidder for Aurora, by 21%.
The $7.80/share cash-and-stock deal values Aurora at $561 million, or a little over 10x forward EBITDA (based on ACB's guidance).
In my view, this is a very bullish development for Canadian cannabis LPs and shows how undervalued some of them remain at present!
Two very annoying things happened:
1) We have tried using AI to help write and it is officially an absolute failure. It "works" for writing articles, but it really just writes a whole lot of nonsense like your mildly inebriated uncle is telling people about your idea, and so we are continuing to write from scratch. However, it absolutely does help with research and it would help if we wanted to pump out nonsense.
2) Separately, we recently wrote an article that we absolutely did not use AI to write any aspect of it, yet the Substack check says it was 5% AI written. Are we part machine? Is this real life?
Looking forward to @PlanetMicroCap Toronto starting in literally hours. SO pumped, but sad that we can't wear our board shorts @BobbyKKraft
New post - Kelso Technologies (TSX: $KLS.TO ): A niche of a niche turnaround getting back on the rails
Today we have a fun story. Looking through our archives, this is one of the most niche public companies we have ever written up and it is an adventure. In fact, this article was delayed by us getting lost down a few rabbit holes. If rail car manufacturing is a niche industry, and tank cars are a subset of that, what about the valves on tank cars? And what does an R&D project for a truck off-road suspension system have to do with any of it?
This is a turnaround in progress. New management has shut down former management’s expensive diversification adventure, cut costs, and just delivered a long-awaited new product that needed Association of American Railroads’ (AAR) approval. What tools do they have in their toolbox?
open.substack.com/pub/canadi…
We absolutely do not understand investors who do not meet with management teams. Recently we met with a new CEO and colletively said "good lord, we have to run from this." Numbers are fine today, but destruction is coming.
Businesses are people. People can destroy things.
To be clear, we do not want to jump between stock ideas. We absolutely want to fall in love with outstanding management teams that are executing well and have a long runway.
Congratulations $AEP.NE
$AEP.V
Congratulations to @hadiabassi and the AEP team for opening the first of its kind robotics truss manufacturing plant in the country.
Excellent turnout, and great to see attendance from all three levels of government.
The first of many.
#2026WolfPick
“They’re cheap now at only 35x P/E”.
You mean this company in a highly competitive industry with decelerating earnings trading at a 2.9% earnings yield and capex above depreciation… is a bargain when the Greenback gives you 5%?
Always a great read @NickCortellucci
Thank you for 2,000 followers!
Appreciate everyone who has liked, shared, and joined the conversation. I’m grateful for every single one of you, and I’m excited for what’s ahead.
While you’re here, go give my business partner @Ben_Pirie1 a follow too. 🥂🎉
We really don’t understand the mindset of not talking with management teams.
A terrible CEO can absolutely destroy a business, and it can happen very quickly.
And saying you don’t talk to management because you don’t want to be biased is like driving your car with ear plugs. Sometimes you don’t have to be a mechanic to know there’s a problem.