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influx

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Everything posted by influx

  1. Yes, @Monsieur_dee Bob Robotti was talking about LPX. I watched a fireside chat a month or two ago. Is there a screen or a way to track these cannibals on quarterly or annual basis? It maybe manual or using ycharts and similar platforms?
  2. Sounds like this is the vehicle, 5y warrants are his thing. https://www.stockgumshoe.com/reviews/katusas-resource-opportunities/katusas-global-race-to-net-zero-and-the-global-war-on-carbon-emissions/ https://www.carbonstreaming.com/media/news-releases/carbon-streaming-completes-us1049-million-private-placement-of-special-warrants
  3. I've listened to some of his videos as well: https://www.youtube.com/c/KatusaResearch/videos But I am not sure which investments he refers to. Somewhat similar is Pierre Andurand and his RV interview, he is nto the carbon credits futures https://www.realvision.com/pierre-andurand-the-oil-master-looks-to-the-future
  4. How do you track podcast guests by their full name? How do you setup an alert? Can you please share and tell what do you use?
  5. Hi Guys and Ladies. I hope you are well. Is there a free screener/filter that I can use and setup. I'd like to use the default 52 week filter but modify the start and end date. Can you please help? Thanks
  6. Yeah so it is the futures right? That's how I get 5 year leaps? Yeah, sorry, it is an old Grants article, 10 or more years, don't remember.
  7. Hi All. I hope you are well. This might be better for Strategies but was unsure. I have an old Grants article, quote: "(An investor friend relates that he recently bough 250,000 gold calls struck at $500 for five years at a cost of $2 each. Given that that the forward gold price is approximately $370, he observed, the calls are essentially free." So, can you help me understand how one might be able to do this as a non-institutional investor? Are they talking about long-term calls on futures contracts or? Thanks
  8. Thanks sir. Yeah, understood. I hope all has gone well
  9. Hi Folks. I hope you are well. I've tried to find this online. Do you guys know if there is a full video of the hearing? I've seen the Dirty Lies short snippets though. Would love to watch the whole thing.. :) Thanks
  10. Hello Team. I hope all are well :) Just been thinking that I don't really know of a good source for the Canadian marks, e.g. Toronto markets. I've done some search https://quant.stackexchange.com/questions/4079/data-source-for-historical-share-outstanding-totals-for-individual-stocks https://ycharts.com https://tradingeconomics.com/cco:cn:common-shares-outstanding - works well. maybe it is using US stock exchange as a source in the background? https://tradingeconomics.com/aim:cn:common-shares-outstanding - works well https://tradingeconomics.com/pg:cn:common-shares-outstanding - doesn't work And found few more but none of them seem to be working well with all the Toronto shares including the above. I'd really like to overlay this chart with the price per share chart. I'd choose the past 5 or 10 years, choose the number of outstanding shares, the price per share and just get that on the chart? Is any of this possible? If yes, can you please advise how? If not, do you happen to know of Toronto / Canadian markets service that provide this? Thanks
  11. Thanks. I also found "The Geography of Time" by Robert Levine
  12. Hiya folks. Been thinking these 2-3 weeks and kind of getting to the concept of Time as an interdisciplinary concept. The pattern of its importance across different domains as well. I am almost done with Mark Spitznagel's book which emphasizes this long-term approach and time. Now, also reading mindfulness and meditation stuff and Time comes and jumps at me as a central concept. Sometimes I find this weird. It is like a topic has matured well enough in my head and then it gets a life of its own. I am yet to read Time Paradox, by Philip G Zimbardo. My question is do you know some other books that explore this concept, in practical terms? I've read all of Taleb's books. Thanks
  13. True and tried...but seems tedious process to find a bank/brokerage which deals internationally
  14. Hello folks I hope you're well Do you know which brokerage services support http://thecse.com ? It must be a brokerage service either: 1. In Australia, or 2. An International one, which works online and accepts international investors Ideally I'd like a full online platform If you know one, please suggest. I checked with IB, they do not work with CSE. I checked some other too and for some I am waiting for a response. No success so far. So, I thought to check with you if any of you know one that supports CSE Thanks
  15. I read somewhere, Iran is supposed to be a potential US ally so that ME US allies can bypass Syria to Europe..or as an alternative to Syria
  16. Sure, seems what I looked for starts on page 52-65, more specifically page 54
  17. I dont know - is that the case? Is the Wesco 1988 report to which Munger refers to in this 1989 resignation letter? Because Mutual Savings was part of Wesco? If yes, then I think I have them and one can easily find them e.g. https://rememberingtheobvious.wordpress.com/2012/08/03/charlie-mungers-wesco-letters-1983-2009/ Please let me know
  18. Hello folks Do you know where I can find 1988 annual report? "While the mess has many causes, which we tried to summarize fairly in our last annual report to stockholders, " --> it comes from http://mungerisms.blogspot.mk/2009/08/rormal-resignation-of-mutual-savings.html I would like to read it. Thanks P.S. since it is Munger related material, I thought to post this in BH section
  19. sedi.ca tells me they are 10% holder, and "Date the insider ceased being an insider of this issuer" is empty Date the insider became an insider of this issuer 2006-11-07
  20. Is fairfax still in? http://quote.morningstar.ca/Quicktakes/owners/ConcentratedShareholders.aspx?t=TS.B&region=CAN&culture=en-US 2015 MIC http://www.sedar.com/GetFile.do?lang=EN&docClass=10&issuerNo=00002739&fileName=/csfsprod/data151/filings/02327196/00000001/j%3A%5Ctorsdr01%5CMar_30%5CTorstar%5CInfoCirc.pdf neither in 2014 MIC http://www.sedar.com/GetFile.do?lang=EN&docClass=10&issuerNo=00002739&fileName=/csfsprod/data149/filings/02184313/00000001/j%3A%5Ctorsdr01%5CMar_28%5CTorstar%5CInfoCircular.pdf I dont see it here: http://www.fairfax.ca/files/doc_financials/2015-Q1-Interim-Report-printers-for-website_v001_o5n552.pdf http://www.fairfax.ca/files/doc_news/2015/Revised-2014-Annual-Report_v001_n818c7.PDF I see some recent (2015) references to fairfax http://www.stockhouse.com/companies/bullboard/t.ts.b/torstar-corporation Where can I check class b shares holdings, >10% or so? Thank you
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