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EMAIL DIGESTS
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Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Dean’s Q1 2026 portfolio posted a 10.8% return, outpacing the TSX Composite, Nasdaq and S&P 500. The strongest gains came from Cipher (CPH.to) and Viemed (VMD), each up over 20%, and an OFS basket that averaged roughly 35‑40% thanks to oil‑related stocks. Detractors included Geodrill, which dropped 27.5%, and Dirtt Environmental Solutions, down nearly 10%. Cash sits at 3‑5% of assets, reflecting confidence in further idea generation.
Auxly Cannabis Group posted Q4 FY2025 revenue of C$40.1 million, up 16% YoY, and an adjusted EBITDA of C$12.5 million, delivering a 31% margin that beat expectations by roughly 20%. While revenue missed consensus by about 2%, the company highlighted strong mix‑shift...
Dean outlines his personal countermeasure system for transitioning to full‑time investing after leaving a managerial role as a mechanic. He establishes numeric portfolio thresholds and a four‑stage response plan that escalates from cutting luxury expenses to re‑entering the workforce. The...
