Kevin Graham
@Kevin_AGraham
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Good at math. Read a lot. Financial statements tell a story. Novice excel user.
Joined June 2021
2025 Return = 26.4% 15 Yr CAGR = 19.8% ✅2025 was volatile & bizarre but results were still excellent✅ The future is bright: Our business is booming🚀, just hired our first engineer & an expansion is planned🔥 2026 is shaping up to be the best ever🎆🚀🎇
2024 return = 34.7% 15 Yr = 19.4% 2024 was the year of the comeback. Largest holdings ($BRK.b, $SU & $PEY) all hit it out of the park🌟 Here's to more growth, learning, and seizing opportunities in 2025!🥂📷 #valueinvesting #COM
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“Safe and effective”
A recent Italian study found that individuals who received at least one dose of the COVID shot are 34% more likely to develop colorectal cancer, 54% more likely to develop breast cancer, and 62% more likely to develop bladder cancer compared to those who are unvaccinated.
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He seems to have a super weird obsession with $PEY.to 🤷♂️ 😂
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Ken Gray, President & CEO, @PetrusResources (TSX:PRQ) and their executive team, joined us to close the market and celebrate the Company's 10th anniversary of being listed on TSX. #PRQ is a Calgary-based oil and gas company focused on the exploration, development and production
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This is why i own Peyto
$PEY Market Diversification: "...It's never good to sell your product to one customer..." "...We have very little exposure to AECO currently because we've either hedged it - or we've found other markets to sell our gas to..." "...Getting access to markets downstream - US
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Without a doubt, Peyto will maintain is outperformance
🇨🇦 Nat Gas - Year to Date Total Return Who will win the race in 2026?
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🇨🇦 Nat Gas - Year to Date Total Return Who will win the race in 2026?
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This is true (and the risks are often over exaggerated or simply an illusion) The movie “The Croods” captures this well… At every sign of risk they scream “back to the cave”. Choosing safety over a fulfilling life is sadly the default. Have you ever taken a big risk?
If you’ve ever wondered why there are so few truly wealthy self-made people, it has little to do with chance and everything to do with your ability to risk humiliation in the attempt
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Remarkable how good the upside/downside targets below turned out. “NAV acts like gravity” - some 🤡 on X I’ll update these again once all the reserve reports are out 🫡
2024 UPDATE Average 🇨🇦Gas E&P now sells for 169% of their PDP NAV discounted at 10%, up from last year $BIR caught up a lot from last years big drawdown $PEY, despite the strong performance, still trades at a large discount their NPV of reserves. We remain bullish🙂 1/2 🧵
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Peyto and Headwater just smashing peers on reserve adds and recycle ratios for second year in a row. Super impressive.
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$pey.to Excellent execution. Growth in reserves, production and likely another dividend increase in 2026. Peyto Delivers Strong Reserves Additions in 2025 by @GlobeNewswire
https://t.co/WTWYRErIJT #
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🚨$PEY.to Reserve Report🚨 ✅Industry leading FD&A cost = $0.94/mcfe ($5.66/boe) ✅Recycle Ratio of 3.8x (2.9x excluding hedges) $ARX.to & $BIR.to reported 1.2-1.4x - Peyto beating peers by nearly 3x on this metric 🔥🚀🔥1/x
Nat gas weighted recycles looking GRIM so far in year end reporting.
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The old “classified info on aliens” trick
*TRUMP: OBAMA GAVE AWAY CLASSIFIED INFORMATION ON ALIENS
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🚨NEW 52 Week High 🚨 ✅$27 handle achieved -> $30 on deck ✅Up 20% YTD ✅Reserve report tonight 🔥🚀🔥 ✅Dividend increase (coming soon)
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🚨NEW 52 Week High 🚨 ✅$27 handle achieved -> $30 on deck ✅Up 20% YTD ✅Reserve report tonight 🔥🚀🔥 ✅Dividend increase (coming soon)
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Tired of AI models giving you wrong answer? The fix right now: “give your AI everything upfront in one message instead of back-and-forth.” 😂
🚨BREAKING: Microsoft Research + Salesforce just dropped a paper that should scare every AI builder. They tested 15 top LLMs GPT-4.1, Gemini 2.5 Pro, Claude 3.7 Sonnet, o3, DeepSeek R1, Llama 4 across 200,000+ simulated conversations. Single-turn prompt: 90% performance.
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The Hollow Men American capitalism is rotting from the head down. We have replaced the "Owner-Operator"—the risk-taker-with a new, parasitic class of corporate bureaucrat: The Risk-Free Insider. By "Insider," I am not referring to a specific title. I am referring to the entire
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