Exclusive insights from the world’s top investing minds.
In our latest Monthly Manager Insight, Ewing Morris makes the case for Ubiquiti Networks being a business model disruptor in the networking technology space. Ewing Morris & Co. Investment Partners is a Toronto-based investment firm founded in 2011. We have never...
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Sui Generis Investment Partners presents their case for independent power producer TransAlta (TA-T). After they spun out TransAlta Renewables (RNW-T), their stake in the new company became more valuable than their own market cap. So why is TransAlta proper priced at...
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This edition of Monthly Manager Insights features an idea from Vision Capital Corporation on Pure Multi-Family REIT LP. Read why they believe the REIT is priced at a 25% discount of true net asset value. Vision Capital Corporation is the Manager of the Vision...
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For the first edition of our new Monthly Manager Insight series, IBV Capital finds value in Vertu Motors. Read the introduction below and subscribe to our mailing list to receive this report and all future editions right in your inbox. IBV Capital is an investment...
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We had the rare opportunity to sit down with the world-renowned, President and Founder of Kynikos Associates, Jim Chanos. Read our full interview with him in the latest edition of the Capitalize for Kids Investor Series. Missed a past issue? Read Volume 1: Larry...
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Editor’s Note: Aaron Klein spoke at the 2016 Investors Conference about the anticipated outcome of the US election. Now knowing the result of the election, Klein follows up with his take on the financial reforms one could expect under President Trump. This piece...
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