Subscribe Now to My FREE Newsletter (Join 5,000+ Subscribers!) [Based on Q2 2024 13F Filings] Every 3 months, I like to check up on what the BIG Superinvestors – Warren Buffett, Bill Ackman, Francois Rochon, etc. – are investing in, as well as a select group of lesser known funds / investors that you’ll find ..read more

Subscribe Now to My FREE Newsletter (Join 5,000+ Subscribers!) The battle for dominance in Mexico’s under-developed dollar store market is intensifying, with two Canadian retailers – Pesorama (“JOi Dollar Plus” stores) and Dollarama (via the Dollarcity banner) – planning expansion across the country, targeting Mexico’s burgeoning budget shoppers. Operating only 800 stores across Mexico, the domestic incumbent is Waldo’s Dollar ..read more

(Originally written April 2020) Subscribe Now to My FREE Newsletter (Join 5,000+ Subscribers!) Good things do come in small packages.  Let’s have a look at some of the MicroCaps that I have been interested in. WELL Health Technologies (WELL) What it does: WELL Health Technologies Corp is the owner and operator of a portfolio of ..read more

Subscribe Now to My FREE Newsletter (Join 5,000+ Subscribers!) (Originally written March 2020) As a child, do you remember that story about Chicken Little? It all starts when Chicken Little believes the sky is falling after a small acorn falls on his head. “The sky is falling!” Chicken Little shouted, telling all of his friends ..read more

(Originally written March 2020) Subscribe Now to My FREE Newsletter (Join 5,000+ Subscribers!) I’m hearing some chatter from the “bears” out there (esp. on Twitter) that we’ll soon be facing more significant draw-downs in the stock market throughout 2020 due to COVID-19, and that the experience will mirror the carnage from the Great Depression.   ..read more

(Originally written March 2020) Subscribe Now to My FREE Newsletter (Join 5,000+ Subscribers!) Generating real wealth is a journey. It’s not short term. You must put in a lot of work, and have the right frame of mind. You also need to make big bets when you feel in your gut that “it’s time”. We ..read more

Subscribe Now to My FREE Newsletter (Join 5,000+ Subscribers!) Barron’s recently sat down with Peter Lynch, former Fidelity fund manager, and author of several investment classics, including one of my favourite books ever; One Up On Wall Street.  Peter is elusive these days so it’s always nice to hear from him and find out what ..read more

Subscribe Now to My FREE Newsletter (Join 5,000+ Subscribers!) (Originally written December 2019) I interviewed Bill Ackman in 2015  for my book, Market Masters.  He was seemingly on top of the world. $20B AUM, gushing performance, star HF manager. But then Bill had a fall from grace.  Well, it was almost a loud thump. His ..read more

Subscribe Now to My FREE Newsletter (Join 5,000+ Subscribers!) Eric Sprott, the Canadian kingpin financier of junior mining/precious metals companies, was on my wish-list of investors that I wanted to interview for my 2016 book, Market Masters. However, that interview didn’t pan out (maybe the sequel). Commodities were in a slump, but Gold finally bottomed ..read more

Subscribe Now to My FREE Newsletter (Join 5,000+ Subscribers!) It’s certainly been a while. In the past year, I got married. We also welcomed our first newborn. So, yes – the Speziale household has been busy. In between changing diapers, I have been reading the wonderful book, Daring to Succeed: How Alain Bouchard Built the Couche-Tard & ..read more