NoBull Klev
NoBull Klev is the Kustodian of the OPM brand, the Chief Kompromat Officer for OPM Wire and the founder of the NoBull Prize in Bullcrap Nonproliferation. NoBull Klev is the first and only frontstabber on Bay Street. All others are either backstabbers or, worse yet, nonstabbers. You can read NoBull Klev's most personal thoughts in this section.
OPM Wire pardons Raj Rajaratnam - Insider trading officially de-stigmatized
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This post is really weird!
That time I phoned Black Swan author Nassim Nicholas Taleb
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Despite recent developments, I will focus on my niche of telling you about things that happened 15 years ago. Around 2005, I met a unique trader / investor for whom I continue to have great respect. Let's call him Bruce Wayne. I asked Bruce about his strategies and he said the
I once had a way better deal than Mike Katchen and Power...but I totally blew it
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So earlier this year, Wealthsimple founder Mike Katchen told his life story in a 60 second TV spot. As a competitive response, I will now serialize my own memoirs. I have told the stories of various meetings I have had with Important People, trying to get them to let me
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
That time I met Brian Chapman of Clearwater Capital
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Brian Chapman is an under-the-radar investment wizard.
The need for an Apex Allocator
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A thought piece on changes in the investment industry.
The first 3 funds I ever picked blew up 💥
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Good judgement comes from experience. Experience comes from bad judgement. —Bruce LeeI have just returned from a high-status holiday that my professed investment expertise presumably affords me. My resolution this year is to be more vulnerable. I heard Gwyneth Paltrow, founder of Goop, say that leaders must show their vulnerable
The secret to raising money
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Man is the most vicious of all animals, and life is a series of battles ending in victory or defeat.-Donald Trump, politician, author and thinker “The older I get, the more I realize how many kinds of smart there are. There are a lot of kinds of smart. There
That time I met Ron Mock, departing CEO of Teachers
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My career is the sum of my experiences. - Ron MockRon Mock, President and CEO of Ontario Teachers' Pension Plan is retiring at the end of the year, having been in post since January 2014. Teachers manages over $200 billion. During his tenure (to the end of 2018), Ron Mock
Sam Belzberg's comeback and his answer
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Start from Part 1 here. Belzberg continued to be an active and opportunistic investor. In 1992, he started Gibralt Capital as his main investment vehicle post First City. He took advantage of opportunities like the Savings and Loans crisis in the US in the 90s and distressed property in Alberta
My Bud Fox-like meeting with Sam Belzberg
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Read Part 1 here. A friend who was acquainted with Belzberg gave me a preview of the meeting. He said: “try to keep your pants on the whole time”, meaning that Sam was a charmer. We met in a small conference room along with Travis Dowle, a portfolio manager working
Sam Belzberg - That time I met Brent Belzberg's uncle
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In its short life, this newsletter has already amassed an audience bigger than Obama's inauguration. I feel the pressure to be relevant, so today I am going to write about a guy who peaked in the 80s and is no longer alive. You are going to enjoy it and fax
Greg Boland is probably a nice guy. At least, I really hope so
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What possessed me, a newbie blogger, to start a campaign to elicit the performance history of Greg Boland, one of the most powerful men in Canadian finance? At this point, I would settle for just knowing how big his RRSP is and on behalf of the Globe, what his favourite