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The Valuation Desk

Detailed deep dives on compelling businesses, overlooked opportunities, and companies trading below intrinsic value.

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Issues21Founded6 months agoLast Issue7 days ago
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Latest Issues

Mainstreet Equity Corp (TSX: MEQ) – Q2 2026 review

A boring quarter. That's the point.

All figures in Canadian dollars unless otherwise noted.

7 days ago
Paid

Propel Holdings (TSX: PRL) - Q1 2026 Earnings Review

Note: Propel is listed in Canada but financials statements are in USD.

Two months ago, this business was trading below C$18 with a narrative that non-prime consumer credit was deteriorating, that the Q4 provision spike signaled deeper prob...

21 days ago
17
8

Zoomd Technologies (TSXV: ZOMD) - Q4 2025 Earnings Review

Zoomd trades on the TSXV but reports in U.S. dollars. All figures in this piece are in USD unless otherwise noted.

Zoomd Technologies reported its Q4 and full year 2025 results this morning. The headline numbers were ugly. Q4 revenue...

a month ago
13
7

Multi-Bagger Contender: The 144-Year-Old Special Situation

A classic broken-spinoff, hated-name, overleveraged-but-cash-flowing special situation

On January 8, we alerted paid subscribers that we were initiating a position in a levered Special Situation play. The stock is up more than 50% since th...

a month ago
5
4
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Monument Mining Limited (TSXV: MMY) - Part 2

The Numbers, the Valuation, and the Case for Investment

All figures in this article are in US dollars unless explicitly marked as C$ (Canadian dollars) or AUD (Australian dollars). Monument reports its financials in US dollars. Gold prices...

2 months ago
8
10
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  • The Valuation Desk

    Detailed deep dives on compelling businesses, overlooked opportunities, and companies trading below intrinsic value. Not financial advice.

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