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Industry Evolution Paves Attractive Path for Circle K

2024-01-18, Daniel Morgan

Exploring the evolving market for fuel and food at convenience stores, and the implications for investors.

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A Legacy Of Wisdom

2023-12-15, Joe Jugovic

Over the years, Charlie Munger’s punchy, honest and wise viewpoints came to be known as Mungerisms. In tribute, we’ve commented on a few of our favourites.

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Competitive Advantages Within Canadian Small Cap

2023-12-08, Amir Yazdani

Competitive advantages are often easily identifiable in large global corporations but can be less obvious to recognize in smaller companies.

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2023 ESG Update

2023-12-07, Rachael Lees

Learn how QV’s integrated ESG process is enhancing perspectives and investment decision-making.

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Understanding Opportunities Within The Bank Capital Structure

2023-11-24, Gennice Spanier

Understanding the capital structure of Canadian Banks provides strategic insight for long-term investors in periods of market uncertainty.

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A Margin Of Safety On Balance Sheets

2023-11-03, Amit Shah

Balance sheet strength provides key insight into how well a company can weather interest rate increases and inflation.

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