Ideas
Private Business Shopping & Stuff
In the past year I’ve roles which brought with it new learning, but also significant restrictions on investing in public markets. This doesn’t mean I’ve stopped, but it does mean it slowed downs significantly due to time and regulatory restrictions. Some interest picks remain. Howard Hughes Corp (HHC) caught my attention back in November/ early…
Scully Royalty – SRL
Before you read: This is a report I wrote over four months ago when the price was above $6 /share, please note some of the information may not be timely. This idea continues to interest me but due diligence should be performed before you consider investing. I’ve put some present thoughts at the end of…
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Red Canoe Capital 