Toggle navigation
TWunroll
TWunroll
faq
Contact US
Pythia Capital
PythiaR
$ATD.to has a strong presence in Norway. They've seen EV's coming and have plans for it. Back of the envelope, $ATD.TO trades at 8.5x EBITDA, converts 53% of that to
Read more
One of the biggest foreign policy mistakes is to treat an insurgency as a war. We see this often because war appeals to our baser natures and is unidemensional: go
Read more
Now that I'm getting more involved in running our wealth management business, I agree wholeheartedly with Buffett's take that being a business owner made him a better investor and vice
Read more
So basically (if I'm reading this right) $GFL did an IPO in order to delever so that they could get their hands on 2 big assets they knew were coming
Read more
1/3 Buffett's $AAPL inv. is notable for a few reasons: 1) Scale: obviously hard to double/triple tens of billions of dollars. 2) He did it in the most covered stock
Read more
Interesting take by $WCN on human vs. physical vs. financial capital. The last 2 are commodities, the first one is not. Another great quote. Pretty cut and dry evidence of
Read more
By continuing to use the site, you are consenting to the use of cookies as explained in our
Cookie Policy
to improve your experience.
I agree