Jason Senensky (@chaptwelvecap) 's Twitter Profile
Jason Senensky

@chaptwelvecap

Canadian small and microcaps.

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linkhttp://chaptertwelve.substack.com calendar_today09-04-2019 15:48:33

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Jason Senensky (@chaptwelvecap) 's Twitter Profile Photo

Thank you to the Toronto Blue Jays for an outstanding season and post-season. For most sports fans, it is natural to support the team in the city you reside or the city in which you were raised. If you want to go to games or take in a broadcast, that’s the simplest option. You probably

Jason Senensky (@chaptwelvecap) 's Twitter Profile Photo

My daughter gave this to me today. That is my son and I frowning and her smiling. I was spending too much time with the Jays apparently...

My daughter gave this to me today.

That is my son and I frowning and her smiling.

I was spending too much time with the Jays apparently...
Jason Senensky (@chaptwelvecap) 's Twitter Profile Photo

Simple view on $CSU.to We can't analyze our way to an answer on AI's impact. It will probably take years to know. When you need this many words to argue your case uncertainty is rising. That implies multiple compression and a sideways stock at best.

Jason Senensky (@chaptwelvecap) 's Twitter Profile Photo

How about if I rephrase as: Over the shorter-term stocks generally work when supported by a coherent narrative that fits with real-time financial performance. Uncertainty around AI may cast doubt on any narrative about $CSU.to for years, irrespective of financial results.

वेदमूर्ति (@oseanclouds) 's Twitter Profile Photo

ludwig The Ladder of Why First, we count the stars— numbers becoming prayers. Then, we question the silence until it speaks. In the end, the answer isn’t found— it’s felt.

Stocks & Stones | Mathieu Martin (@stocks_stones) 's Twitter Profile Photo

🟢 The Good 🟡 The Bad... and the Ugly 🔴 (October 2025) Welcome to your monthly recap of the Canadian microcap market! The massive TSX Venture rally that started earlier this year continued in October, although it lost steam in the middle of the month when gold experienced a

🟢 The Good 🟡 The Bad... and the Ugly 🔴 (October 2025)

Welcome to your monthly recap of the Canadian microcap market!

The massive TSX Venture rally that started earlier this year continued in October, although it lost steam in the middle of the month when gold experienced a
Jason Senensky (@chaptwelvecap) 's Twitter Profile Photo

$CGX.to results have disappointed relative to what I thought they could do 18 months ago. Feels like 2025 is a pretty normal box office year and yet they will fall well short of $200 million adjusted EBITDAaL that management had been talking about. Inconsistent on the buyback

Jason Senensky (@chaptwelvecap) 's Twitter Profile Photo

$DBO.to investors: Remember this quarter included the non-recurring benefit of fintwit heading to the theaters to try out D-Box seats.

Jason Senensky (@chaptwelvecap) 's Twitter Profile Photo

When buying a stock, I always ask myself, "why does this opportunity exist?" In the case of $DBO.to here, I think it's that when a stock is up so much so fast people assume they've missed the opportunity. Dylan Marrello is a bit more aggressive than I would be on the math, but

Jason Senensky (@chaptwelvecap) 's Twitter Profile Photo

$MATR.to $ACQ.to $AFN.to Three stocks I have owned in the past Three stocks I want to like Three stocks I just can't get there on right now

Unemployed Capital Allocator (@atelicinvest) 's Twitter Profile Photo

A truth about investing that is widely known by anyone that's spent more than a few weeks in the industry but rarely acknowledged: Decision making almost always comes down to emotional comfort rather than logic / information. Volume / speed of info processing is irrelevant.

वेदमूर्ति (@oseanclouds) 's Twitter Profile Photo

The Compass Made of Wounds My pain is my compass a trembling needle always pointing toward the place I’m afraid to touch. And though healing waits like a doorway I won’t cross, I still circle it scared to enter, scared to stay lost.

Stocks & Stones | Mathieu Martin (@stocks_stones) 's Twitter Profile Photo

🟢🟡🔴 The Good, the Bad, and the Ugly (November 2025) Welcome to your monthly recap of the Canadian microcap market! November is always busy in our world, as most companies report third-quarter earnings. And we know that financial results in microcaps can create wild swings in

🟢🟡🔴 The Good, the Bad, and the Ugly (November 2025)

Welcome to your monthly recap of the Canadian microcap market!

November is always busy in our world, as most companies report third-quarter earnings. And we know that financial results in microcaps can create wild swings in