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Parry Pasricha
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Cheap, but not 'Stupid Cheap' - Mawson West (TSX:MWE)
While some companies don't screen well (hidden assets, unprofitable divisions, bloated pension liab.), others with limited life assets (miners, O&G, airlines, equipment rental, shipping) can often screen far too well. Mawson West ("Mawson") unfortunately fa...

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Maxim Power Corp - Attractively Priced, but Regulatory Risk Remains
Full report - Description. MAXIM Power Group (“Maxim”) is an
Independent Power Producer (“IPP”) engaged in the acquisition, development, and
operations of power generation facilities. The compan...

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Careful when riding coat-tails
Most of my time when looking at investments is spent rejecting ideas.  Personally, I prefer reading other peoples ideas from various blogs, SumZero, VIC, BeyondProxy instead of running screens (notorious coat-tail-rider), s o every idea I come across is wri...

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The two most useless (useful) investment tenets
Over the last few days, I've been thinking about my ever changing investment philosophy, in an attempt reach some clarity towards my current goals when I'm looking at new investments. There are several schools and sub-schools in investing, and even the term...

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My Investment Thesis on Rain Industries
Full report can be found at The depressed valuation of this leveraged, underfollowed, niche market, stable margin, and oligopolistic natured business provides an opportunity for a serial capital compounder.  I...

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Back on the block (blog)
Last year I took an hiatus from blogging as most of it was spent working on the sell-side, which provided several regulatory restrictions and very little time to maintain a blog. Now having learned some of the technical skills required to understand and val...
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