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Recessions & Deflation
It is pretty clear, but not an absolute certainty, that a recession is imminent (if not upon us already). But deflation is something like a distant blip on the radar, or growl in the dark forest. Not many people are concerned with it. Yet. Both have implications for the DTM5 strategy. Readers of my blog… Continue reading
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Mind the (Copper) Gap
When you ride the tube in London, you’ll be reminded to ‘Mind the Gap’. It is a warning to avoid getting stuck, or falling into the gap between the train and the platform which would result in tragedy. Well, this blog post is about Copper prices, and I’d like to remind you to ‘Mind the… Continue reading
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Mid Week Musings
I’ve been deep into studying the economic environment. Inflation, war, Increasing interest rates, fiscal tightening, commodity madness, energy price shocks and real estate bubbles…..what a time to be an investor! Podcasts, blogs, interviews, conferences…..I’m deep down the rabbit hole. It is pretty clear that we are at a major economic and market inflection point (Duh!).… Continue reading
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Time For Some Timing
The financial industry is built upon separating you from your money and charging you a fee. It is in their interest to get that money invested, irrespective of the timing. Be careful. Timing DOES matter and improving it – making good, intelligent decisions about when to deploy / extract your hard earned capital into volatile… Continue reading
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Plurilock Update
I think that PLUR’s strategy of growth by acquiring distribution and channeling its high margin software solutions through those companies will prove successful in the next 12-24 months. Continue reading
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The Winds of Change
We’ve all been living on a one way street for most of our adult lives. The power of declining rates and demographics have been a powerful winds at our backs. But the winds of change are blowing. Continue reading
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Optimistic Musings on the DTM5 Holdings
“Optimism is a strategy for making a better future. Because unless you believe that the future can be better, you are unlikely to step up and take responsibility for making it so” Noam Chomsky Continue reading
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Improving Outcomes With Reviva Pharmaceuticals
I’ve been scouting for prospects. While doing research on a different pharmaceutical company, I discovered Reviva Pharmaceuticals (RVPH: NASDAQ). From the Reviva website: Reviva is a biopharmaceutical company that discovers, develops and seeks to commercialize next-generation therapeutics for diseases representing significant unmet medical needs and burden to society, patients, and their families.” Of particular interest… Continue reading
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Screening for Prospects
Every month or so I go on what I call a ‘scouting mission’. I spend an afternoon running stock filters, reading through Sedar documents, perusing company websites, and researching company management using tools such as Google, linkedin, Sedi, etc. This past Sunday I was rooting around an old favorite stock screener available on the Globe… Continue reading
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‘Change is Inevitable. Growth is Optional’
What a week. What a couple years! In my 27 year professional career I’ve never seen this kind of environment – A time when it actually feels like things are massively changing. When it won’t necessarily be ‘business as usual’ over the next 5 and 10 years. Where the concepts and strategies that worked reliably… Continue reading
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Update on Real Luck Group
The DTM5 Strategy makes investments in early stage ventures in sectors such as Technology, Decentralized Finance, and Metals. I follow a process when making investment, that looks like this: I attempt to determine the Merit of a company by running a series of fundemental screens, as well as a subjective evaluation of management competence and… Continue reading
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Do Something Else
Some worship at the invent alter of Warren Buffet. Some at Benjamin Graham’s. Some Consider Jim Rogers or Ray Dalio their investing mentors. And certainly they can offer much wisdom and knowledge. But what if we look beyond professional investors, to ideas, hobbies, philosophies and strategies that are about something other than investing? What can… Continue reading
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GLXY and the Crypto Correlation
Galaxy Digital Holdings shareholders (including myself) have watched with great consternation as GLXY’s share price has continued to slide in conjunction with, and more severely than, Bitcoin and Ethereum Prices. What is going on here? We know that GLXY is a well capitalized, profitable merchant bank existing smack dab in the middle of the crypto… Continue reading
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Never Tell Me The Odds. The Han Solo Investing Philosophy
If there is one thing that differentiates the massively successful from the average, it is how they understand risk. The odds. How they calculate it. Or more importantly, how they don’t. Continue reading
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Unlocking Plurilock
The Canadian Microcap market is full of many interesting, earlier stage companies with novel technologies they are trying to commercialize. Robotics, Software, Pharmaceuticals, Medical Technology….the list goes on. They all have one thing in common – A great story. The art and science of investing in this space is to identify which stories have a… Continue reading
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The DTM5 Starters and Bench Update
You all know by now I like my basketball analogies. The DTM5 strategy is a concentrated group of investments – Ideally 5 at a time – which I manage like a basketball team. In total, I follow on average 10 to 15 investments at a time, and I sub them in and out as circumstances… Continue reading
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Nubeva and the DTM5 Equation
Nubeva has developed novel software technology that dramatically improves encryption / decryption processes, and have expanded it into ransomware reversal and decryption. Continue reading
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Getting Lucky With LUCK
When I look at Real Luck Group (TSX – LUCK) I think of baccarat. The odds might be slightly negative, but it looks like a fun place to make a bet. Continue reading
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Tightening, Omicron & Inflation
I’m not a market predictor. In fact, 80% of the time my holdings act independently of the market. But guess what? My holdings have suddenly have moved into lock step with Mr. Market as risk appetite dries up. That is telling me something. Read more on my Blog. Continue reading
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Saturday Musings ~ The Metaverse, eGaming, Cyber Security
The really fun part of investing is that is is a non-stop learning experience, a door opener to the world. Continue reading
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Galaxy Digital’s Leverage
How do we spot the potential of an investment to grow assets or revenue at an exceptional rate, or profit from special situations in which value will be unlocked? Continue reading
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Takeaways – Investing in the Unknown and Unknowable by Richard Zeckhauser
Recently, via twitter, I discovered the 2006 essay ‘Investing in the Unknown and Unknowable’ by Richard Zeckhauser at Harvard University (Thank you @sidecarcap). https://scholar.harvard.edu/rzeckhauser/publications/investing-unknown-and-unknowable-0 What a great read! As an investor who is attempting to determine the merit of early stage, micro cap companies, who are often pre revenue or exist in emerging sectors, it… Continue reading
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QCCU by the (Cu) Numbers
I’m getting asked to share some research on QCCU. Well, I like to keep my heavy lifting private, but I’ll give you the back of the napkin analysis (here in spreadsheet form). Sometimes, that is the only analysis needed. It is super early for QCCU – There isn’t much to go on – only a… Continue reading
