Pine Grove Capital’s Substack
Pine Grove Capital\ud83c\udde8\ud83c\udde6 Small business owner and investor focused on Canadian companies.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 6 | Founded | a year ago | Last Issue | a year ago |
| Active | |||||
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pinegrovecapital.substack.comLatest Issues
Q&A: How much is the Blue Jays World Series run worth to Rogers (TSE: RCI.B)?
Hello family, friends, and fellow investors,
The Toronto Blue Jays are in the World Series facing the Los Angeles Dodgers. For the uninitiated, the Blue Jays are Canada’s only baseball team, and when Canadian sports teams go deep in the pl...
Some thoughts on Constellation Software (TSE: CSU)
Hello family, friends, and fellow investors,
Constellation Software (CSU) has recently undergone the strongest selling pressure in its history as a public company. It has been through wicked drawdowns before, but the question is: what if t...
Chasing Returns: Canadian Waste Management Part 2 (SECURE Waste and Anaergia Inc)
Hello family, friends, and fellow investors,
I want to continue our journey through the world of waste. In Part 1, we covered two blue chip companies who have mastered solid waste. In part 2, I want to take you out of municipal landfills,...
Chasing Returns: Canadian Waste Management Part 1 (Waste Connections and GFL)
Hello family, friends, and fellow investors,
I want to take you on a long walk through heaps of garbage. The Canadian waste management industry is one of the country’s most durable sectors.
Companies in the industry are anchored with the...
Future Compounder: Happy Belly Food Group (CSE: HBFG / OTC: HBFGF)
Hello family, friends, and fellow investors,
I’d like to tell you about what I believe is the next great Canadian compounder. It isn't a budding tech giant — it’s hiding in plain sight behind smoothies, burgers, and breakfasts.
Happy Bel...
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\ud83c\udde8\ud83c\udde6 Small business owner and investor focused on Canadian companies.
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