Money Managers
My opening salvo against Prime Quadrant
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Many people said I could never become presidential and yet I have not written anything incendiary in many months. I have pulled a complete 180, just like Trump after he won the election (the first time). Of course, I am only human, so occasionally, I will have presidential relapses. I
Steve Scotchmer - Mark Leonard's muse and the best private investor you have never heard of
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One way of finding potential good managers is to look at the biggest winners in the stock market and finding out who invested early in those names. Steve Scotchmer was there at the very beginning of Constellation Software and made a killing. Surely you know of Constellation? They are a
Gluskin Sheff downgraded to low-status
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An update on Gluskin Sheff under new owners Onex.
Bridging Finance bagholder update
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Recovery rates will be low.
Key players in the Bridging Finance shutdown
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Featuring Ninepoint Partners (the former Sprott Asset Management), Admiral Gary Ng and the former CEO of OPTrust.
Bay Street Lame Ducks taking advantage of wage subsidies
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Some well-known names on the Street are taking advantage of wage subsidies!
Reza Satchu-ration
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Possibly my last post on Reza Satchu. No promises, though.
That time Reza Satchu had a home in Nevada
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A little known part of the Reza Satchu story!
That time I called Reza Satchu's mom
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More interesting revelations about Reza Satchu, founder of Alignvest.
Reza Satchu: Kevin O'Leary with hair
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The myth and reality of Reza Satchu.
Walter Global Asset Management wants to back money managers...sad!
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A wealthy Montreal family office wants to invest in emerging managers, for some reason.
The nature of the Portfolio Manager - Analyst relationship
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I wrote this essay on the true nature of the analyst’s role when they work for a portfolio manager. This piece originates from a discussion I was having with an analyst who felt confused about his role. It might also help cure some delusions many portfolio managers have, but
Francois Rochon of Giverny Capital: The real Warren Buffett of Canada
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Calling a successful investor the "Warren Buffett" of X is a journalistic cliché. Often, the people so described have very little in common with Buffett's approach. Many managers cover themselves in the cloak of Buffett. But few are truly close adherents to his strategy. Francois Rochon of Giverny Capital is
Cymbria: a Berkshire-like exit option for business owners looking to sell
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I buried the lead in my previous story on EdgePoint Wealth. What I should have said is that the founders of EdgePoint used $2.5 million in startup capital to create $1.5 billion (and counting) in value for their business in a little over 10 years. And at the
Move over Mike Katchen, Tye Bousada founded three separate billion dollar investment firms
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I have been telling myself I need to improve my titles, so I am proud of the one above, because it combines three clichés of business journalism: rivalry, whiz kids and billions. At OPM Wire, everything is a pissing contest, so consider the following my competitive response to Report on
Robert Krembil has made another killing
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Another case of the rich are getting richer.