310 Value's thoughts on stocks and other random musings.
Platform | Substack | Pricing | Only free issues | Publishes | Weekly |
---|---|---|---|---|---|
Issues | 29 | Subscribers | Read | 310value.substack.com |
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Secure Energy Services (“Secure”) was founded in 2007 by the soon-to-be retired CEO, Rene Amirault. It IPO’d in 2010, and for a period looked like it could do no wrong. It served the energy producers of North Dakota and western Canada. I...
Last month I was having breakfast with a fellow investor who follows eDreams. He mentioned that his firm had recently studied Nomad’s Nick Sleep’s and Qais Zakaria’s analysis of Costco (an interesting exercise!). The attributes Nomad identi...
In August, I wrote an article “eDreams: A Multi-Bagger That is hiding in Plain Sight.” Given that they just reported their second quarter earnings, I thought it was worth an update given there was some incremental guidance given during the...
Brookfield held the investor day for Brookfield Corp. (BN/BNRE) and Brookfield Asset Management (BAM) a couple of weeks ago. The management, led by Bruce Flatt, was optimistic, dare I say promotional, as usual. Though, they have a lot to ...
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Buyside investor. Thoughts on stocks. For entertainment purposes only. Not solicitation to buy or sell any security. Not investment advice. Do your own due diligence.
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