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 | Weekly |
|---|---|---|---|---|---|
| Issues | 7 | Subscribers | Read | berczyparkcapital.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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.
Update on FFH / XFN trade idea and a bold proclamation
We are two months into the long FFH / short XFN trade idea proposed in the inaugural post of BPC Publishing and four of the significant catalysts have passed so it seemed like a good time for an update. Since we published, Fairfax reported ...
Authors
The writers behind this newsletter.
Electrical engineering major at Brown University interested in investing.
@BrownMarubozu
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