RT @kejca: Warren Buffett on Greg Abel buying Berkshire Hathaway stock with his own money in 2023. "That's just the way we play it at Berk….

Post earnings call TD increased its $KBL.TO target to $55.

Positive Q2 from $KBL.TO with 30% EBITDA growth. Both hospitality and healthcare performed well. Continued capacity for strategic M&A (likely smaller tuck-ins) and strong travel tailwinds in CA and UK should contribute positively to Q3. @PythiaR @ValueNotDeadYet

Updated Dundee $DC.A NAV per share slide $4.68. Additional upside beyond this figure. Borborema royalty included in NAV at $18M but should generate $5M in annual FCF. TauRx included at $64M but if HMTM approved could be 5x higher. Plus further mining portfolio appreciation.

RT @F_Compounders: Why Most Investors are Mostly Wrong Most of the Time

RT @NewcomerInvest: OUT NOW: FAIRFAX, STRATHCONA, E-L FINANCIAL & MORE!. @BrownMarubozu came BACK on the show to share 2+ hours of insights….

RT @long_equity: Whenever I learn something in investing, I try to summarise what I've learnt in a single slide. I've been doing this for y….

RT @kejca: Warren Buffett: "Charlie and I never have an opinion about the market because it wouldn't be any good — and it might interfere w….

RT @ValueInvestorAc: Charlie Munger would spend 80% of his day reading. Munger was one of the world's most well-read people. His Top 12 B….

RT @F_Compounders: Warren Buffett and Charlie Munger both believe that business valuation is not being taught properly at business school….

RT @kejca: Warren Buffett: "Part of making good decisions in business is recognizing the poor decisions you've made — and why they were poo….

RT @BrownMarubozu: $ELF.TO discount tightened a lot into its 100-1 stock split but it’s been widening out since June 2. Q2 results should b….

RT @kejca: BUFFETT: Some businesses are a lot easier to understand than others. Charlie and I don't like difficult problems. We'd rather mu….

RT @F_Compounders: Seven Moat Facts

Here is part 2 to this interview with @RealRickRule and Dundee $dc.a CEO Jonathan Goodman.

@RealRickRule @GrtMarc @Empiretrader82 @VanIsleInvestor @BeegJj @GuyImpatient I should mentioned this is a new slide on Dundee's investor presentation that posted the other week.

Is $DC.A quietly transitioning into a royalty co? Could be interesting. $DC.A trades at ~0.6x BV. Mining royalty Cos often trade at many multiples of BV and 15x+ EBITDA. @RealRickRule @GrtMarc @Empiretrader82 @VanIsleInvestor @beegjj @GuyImpatient

RT @andrewrsorkin: Almost every high-performer I know that has had shoot-the-moon success feels some version of this once they reach their….

RT @F_Compounders: What Is An Emerging Moat Company?

Interesting article from Dundee's CFO $DC.A. Good reminder for jr mining capital allocators as funds start to flow into the sector. @DundeeCorp @RealRickRule @tommyhump @GrtMarc.