Just as I catch up on some of the favorite stocks in the Gumshoe universe at least once each year, so too I need to check in with all of our watchlist companies — but first, a trade to note for you: Among the non-watchlist stocks that I own or have covered recently, I’m tempted […]
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As I usually do in the weeks following the Value Investing Congress, I’m featuring a favorite idea from that Congress as our “Idea of the Month” this time around — and though it was hard to narrow down the list this year I decided to go with one of the smaller and more unusual ideas, […]
So far we’ve heard from two presenters, Guy Gottried from Rational Investment in Canada presented two Canadian small caps that clearly caught the attention of the attendees — ClubLink (CLK in Canada, CLKXF on the pinks) owns a trophy tourism asset in Alaska (a scenic railway and the port that cruise ships use to get […]
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