$TFII.TO $TFII down 50% from highs. Ticks all the boxes, how is trucking going?

Sell-side report comes out valuing $QXO at $44, when it started the day around $17 - stock rises 10%+. Definitely alpha out there for anyone willing to do their own work.

CEO of $MATR.TO highlighting the issue with steel tariffs... domestic producers just raise prices.

$QXO Every time the stock gets a new analyst it jumps 10%.

Map of the Mississippi River and its tributaries

If Trump actually makes car interest tax deductible ... everything auto is undervalued $cps $mre $lnr.to

Calling all parts suppliers $cps $mre $lnr.to Nick Saltarelli

Love to hear it $tvk.to

I continue to think that while the big boys battle for AI dominance, industrials/manufacturing/other boring stuff are going to get high ROI uses out of it

$toi.v on a huge run this year Feels like new money is still just discovering it.

Portrait of a millionaire-maker $tvk.to

Something you learn in middle age: There is no huge, secret group of super-smart, highly competent people running the organizations that make up our society. For better or worse, it's mostly the same people you went to high school with, all grown up.

$CPS Execution off the charts

The most underrated joy in investing? Owning companies like Topicus $TOI.V and Lumine $LMN.V Every quarter: ✅ Earnings drop ✅ I check ✅ Give myself a pat on the shoulder ✅ Do nothing

Finally listened to $cps earnings call. Feels like we're moving from defense to offense. Just getting started

$CPH.TO Blow out Q2 - Epuris +14% YoY; - Natroba +16% sequentially(!) - Blended gross margin 81% (come on!!!); - EBITDA $7.5m - $22m of debt paid down + $2.1m of repurchases (not including ongoing buybacks in Q3, likely material) ~8.5x EBITDA for this is insane, especially