COMMENTARIES ARCHIVE

Energy Markets and M&A

May 10, 2019

One topic that hasn’t gotten much news coverage is the relatively steady increase in crude oil prices since the beginning of the year.

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The Value of Models

January 25, 2019

“All models are wrong, but some are useful.” - George E.P. Box In my free time this week, I worked through an online course called “Model Thinking” by Scott Page.

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Risks and Consolidation

November 16, 2018

As the bull market continues to age, we are now seeing a relatively lower risk appetite from investors around the world. Recently, one of our trusted partners sent us a graph of bond yields for China Evergrande.

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BBB - Berkshire, Banks and Buffett

May 11, 2018

This past weekend was the Berkshire Hathaway Annual General Meeting. For value investors like us, this is one of the best weekends of the year.

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No Thrill Seekers Here

January 12, 2018

GoPro Inc. made headlines this week after providing a negative corporate update. Best known for producing trusty all-weather, all-terrain cameras, GoPro was once viewed as a business with high growth potential.

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Clouds of Smoke

August 18, 2017

Forest fires in British Columbia have continued to burn, and in Calgary we have seen an ebb and flow of smoke for many weeks. Park authorities have attempted to deal with unseasonably dry and warm weather by enacting fire bans throughout Alberta and British Columbia to limit potential risks.

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