Jump to content

york

Member
 View Profile  See their activity

  • Posts

    73

  • Joined

  • Last visited

 Content Type 

Posts posted by york

    Traveling to Eastern Canada

    in General Discussion

    Posted

    +1 for Nova Scotia. We're good peoples, and especially happy in the summer! lol

     

    Well first off you are not really talking about Eastern Canada. Ontario & Quebec are considered Central Canada.

     

    If you really want to have an interesting visit, you really should go to Eastern Canada - the Atlantic Provinces and/or the Maritimes. Nova Scotia, New Brunswick and Prince Edward Island and you will see a lot of beautiful  scenery, some of the world's best beaches and some of the best food in the country.

    What are your goals?

    in General Discussion

    Posted

    1. Make investing my career.

    2. Don't experience another permanent loss of capital. 

    3. Have the opportunity to explore my own intellectual curiosity everyday - for a living. (see #1)

    4. Buy a boat. (ignore #2 for a second  ;D)

    Walter Schloss Letters

    in General Discussion

    Posted

    Thank you!

    The Elevation Capital archive is great.

    I never really spent much time learning about his style. As it turns out, we have some big similarities in our approach.

    It would've been an honor to work under someone like Walter back in the day.

    York

     

    Power BI and Dupont

    in General Discussion

    Posted

    Whilst exchanging a few hours per week, for fiat currency, at a predetermined location, I use PowerBI for some project/site/job tracking and data visualization. This has been a pretty good tool at developing sharable insights into different metrics.

    When it comes to investing, I am usually shy of even a DCF in Excel... but do like to put together a rough look at what the Dupont Analysis decomposition looks like. Again, I find this numerical decomposing snapshot can provide some great insights.

    Does anyone on CoB have experience leveraging PowerBI's visualization powers for good in investing?

    Shell Canada LNG

    in General Discussion

    Posted

    Do you have an opinion on the future outlooks of proposed projects on the East Coast of Canada? Pieridae, the proponent of the Goldboro LNG project, realized the headwind it was facing as far as US based feedstock years ago and ended up purchasing a very small, Québec based, natural gas E&P company in an attempt to add critical mass to its project. The future as far as it pertains to exporting Canadian carbon and hydrogen molecules, regardless of the ratio, will be interesting for sure. 

    ValueInvestorClub.com membership

    in General Discussion

    Posted

    I applied to ValueInvestorsClub.com last-year with my idea for Bellamy's Australia (ASX: BAL). I wasn't accepted on this idea - I wasn't exactly surprised or disappointed. The only purpose a membership to this site would be to mention it on a resume (and have it not be a lie) or as high-watermark of quality to someone who would care.

    Have you personally tired to more than once to gain accepted to ValueInvestorsClub.com?

    Given the quality of other sites (like CoBF :) ), is VIC still relevant? - Especially to Canadians.

     

×
×
  • Create New...