yourmtlbroker
ICE : Selling Crucial Services Few Others Can Provide
Intercontinental Exchange (ICE) is an operator of financial exchanges and provides ancillary data products. They own the New York Stock...
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YOURMTLBROKER
Welcome!
I am based in Montreal, and this is my investment blog. My style is a mix of an early Warren Buffett, Peter Lynch and Philip Fischer. I am on the look-out for companies where the direction of returns on invested capital is headed upwards. They should also have a long runway to reinvest capital, as well as incentivized management.
I am a big fan of inefficient markets, particularly small caps. I also like idiosyncratic companies or ones which have changed their business models for the better without the market realizing it.
Subscribe below to receive emails about companies I consider to make compelling investments!
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yourmtlbroker
Breaking News: 19th Century Newspaper Still Thriving Today!
Thesis : NYT will reach its 10M paid subscriber target, approximately double current numbers, within the next 5 years if not sooner,...
yourmtlbroker
S&P Global has Moats even COVID-19 Could Drown In
In this write-up of S&P Global, I will start with a description of the company’s operations, followed by an in-depth description of the...
yourmtlbroker
Heico is a Great Company; is it Cheap Enough Yet?
At the time of writing, Heico’s stock has fallen roughly 60% since the beginning of the market drop on February 20th. The company adds...
yourmtlbroker
Nervousness, Excitement and Regret: How I'm Making the Most out of the Bear Market
Exciting times. Huge breaking news coming every 10 minutes. I imagine the 9/11 news cycle felt a little like this.
yourmtlbroker
Recro Pharma: A Phil Fisher stock at a Ben Graham Price
This write-up will be on a small cap, Recro Pharma. The shift in focus from larger caps is because I am finding a lot more value in...
yourmtlbroker
Stryker Corporation: Competitive Advantages Galore Led by a Solid Capital Allocator
Stryker is a company is a medical technology company based in Kalamazoo, Michigan*. The headquarters is described in earnings calls as...
yourmtlbroker
Chat with XPEL Investor Relations + Insights
XPEL distributes and installs after-market automotive products worldwide. The company offers paint protection films, headlight...
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CONTACT
I am always open to discussing investments, competitive advantages and industries, so please feel free to reach out.
muhammadraza.panju@outlook.com and @yourmtlbroker on Twitter
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