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How much (research) is enough?
A common assertion with the investment world goes something like this: You need to be in the top 10% in terms of knowledge of a company to reliably…
Sep 15
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Gaelan Hanlon
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How much (research) is enough?
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Pason Systems
As always, this should not be considered investment advice. Please do your own research and verification. This post is on Pason Systems, $PSI.TO, which…
Aug 21
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Gaelan Hanlon
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Pason Systems
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Pipeline Capital Allocation
It would be great if someone knowledgeable could teach me about pipeline companies as I’m just a tourist in the space. However, I figured I'd put…
Jun 28
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Gaelan Hanlon
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Pipeline Capital Allocation
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Recap of Recent Portfolio Activity
Disclaimer - Not investment advice, please do your own research. It’s been a while since I’ve put together a post, so I figured I’d collect some…
Jun 8
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Gaelan Hanlon
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Recap of Recent Portfolio Activity
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2 Year Milestone
Quick recap of S.I performance and current positioning
May 3
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Gaelan Hanlon
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2 Year Milestone
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Macro Musings
Pt. 2 about a position in long-dated US Treasuries
Mar 21
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Gaelan Hanlon
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Macro Musings
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Supply & demand at the long end of the yield curve
Part 1 about a position in long-dated US Treasuries
Mar 13
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Gaelan Hanlon
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Supply & demand at the long end of the yield curve
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Pre-Earnings Dream Office
This is a quick note, mostly accompanied by some graphs, on Dream Office REIT ($D.un) which reports Q4 results today. Dream Office gets lots of…
Feb 16
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Gaelan Hanlon
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Pre-Earnings Dream Office
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Under the Bus Capital
PA investing - mostly Canadian stocks
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Under the Bus Capital
PA investing - mostly Canadian stocks
By Gaelan Hanlon
· Launched a year ago
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