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Fairway Research - Deep Dives

Fairway Research

In-depth fundamental analysis of interesting companies with a focus on intrinsic value.

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Latest Issues

TerraVest Industries (TSX: TVK)- Q2 FY2023 Review

TerraVest content repository: You can find a great collection of reports, write-ups, podcast mentions, YouTube videos, and presentations on TVK on this page.

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Note that Fairway Research is long TerraVest shares. This...

3 years ago
19
1

Sleep Country - Deep Dive (TSX: ZZZ)

Thank you for being a subscriber to Fairway Research. Before we get into deep dive #6 on Sleep Country Canada, I want to share that Fairway Research has gone soft-paid. It means that all content is still free but if you want to support my w...

3 years ago
34
6

Why I write deep dives.

Confirmation Bias: people’s tendency to process information by looking for, or interpreting, information that is consistent with their existing beliefs.

“Preconceptions and priors: When you start on the valuation of a company, you almost n...

3 years ago
17

SDI Group plc - Deep Dive

A big welcome to over 350 new subscribers who joined Fairway Research since my last deep dive. Today we dive into SDI Group plc, a UK based serial acquirer of niche manufacturing businesses. If you would like to read the report in PDF (high...

3 years ago
44
10

Information Services Corp (TSX: ISV) - Deep Dive

Thank you for being a subscriber to Fairway Research.

Today we take a deep dive into Information Services Corp (TSX:ISV). If you like moats, free cash flow, high ROIC stable boring businesses, then ISC is definetly worth a read. I hope you...

3 years ago
23
18

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    The Fairway Research logo represents the four virtues of wisdom, courage, temperance and justice. Research is not investment advice. I may or may not hold positions in the companies I write about. Please do your own research before investing.

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