Berczy Park Capital’s Substack
Ryan Lalani, BrownMarubozuSubstack for Berczy Park Capital, a private family office in Toronto, Canada
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 9 | Founded | 2 years ago | Last Issue | 22 days ago |
| Active | |||||
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berczyparkcapital.substack.comLatest Issues
Past is Prologue
Two things motivated me to start this substack. The first was to help my nephew, Ryan, add to his experience in financial analysis, and the second was to get the word out (and receive feedback) about Fairfax Financial (FFH), which I continu...
Fairfax Financial Seasonality Opportunity
I went on Newcomer Investor podcast in early July discussing how Fairfax (FFH) might break its historic hurricane season underperformance in 2025 vs the S&P/TSX Financial sector ETF (XFN) given the strong results and potential for inclusion...
Dear Eric Nuttall
Eric, with all due respect, I find the logic in your tweet below regarding the MEG takeover flawed, and I hope you are open to reconsidering your position. Everything you say MEG shareholders will miss out on, they still get if they vote ag...
Dear MEG Shareholders
A quick mea culpa for my previous note—turns out, the index add dates were off thanks to my misread of the S&P/TSX Composite’s rules. However, SCR entered into the MSCI Canada Small Cap Index last week and appears to have qualified for the...
Strathcona Resources (SCR): On the Verge of Price Discovery?
Strathcona Resources (SCR) stands at a pivotal moment. Pending the results of the September S&P/TSX Composite review, SCR could soon join the index—a move poised to reshape its investor base and valuation.
Index Inclusion Mechanics:
The...
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oh yeah https://x.com/RyanLalalani
@BrownMarubozu
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