The Valuation Desk
Detailed deep dives on compelling businesses, overlooked opportunities, and companies trading below intrinsic value.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 29 | Founded | 9 months ago | Last Issue | 7 days ago |
| Active | |||||
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thevaluationdesk1.substack.comLatest Issues
Stingray Group - Q1 2027 Earnings Review
Company: Stingray Group
Ticker / Exchange: RAY— TSX
Market Cap: ~C$1.03B
Enterprise Value: ~C$1.6B
Stock Price: C$15.41 (2026-08-10)
TTM P/E: ~12x (Valuation Desk adjusted)
Forward Free Cash Flow Multiple: ~6...
Propel Holdings (TSX: PRL) - Q2 Earnings Review
On the Q1 call in May, management told the market exactly what to expect. Q2 would show stronger revenue with profitability beginning to improve, and the real separation from 2025 would arrive in the third and fourth quarters.
In our Q1 r...
What We're Watching This Earnings Season
The Valuation Desk will be on vacation for the next 2 weeks and there will be no new deep dives or earnings review during this period. But timing being what it is, we're coming back right as Q2 earnings season kicks into gear. So before ste...
Inaugural Semi-Annual Letter
A look at performance so far, and an update on every position in the portfolio
This is the first of what I hope will be a long tradition: releasing semi-annual and annual letters recapping the portfolio. This letter is specific to The Valu...
Stingray Group: A Capital-Light Compounder Hiding Behind a Shrinking Radio Business
Company: Stingray Group
Ticker / Exchange: RAY — TSX
Market Cap: ~C$1.05B
Enterprise Value: ~C$1.5B
Stock Price: C$15.47 (2026-06-22)
TTM P/E: ~11.5x (adjusted)
Forward Free Cash Flow Multiple: ~6.7x
Exec...
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The writers behind this newsletter.
Detailed deep dives on compelling businesses, overlooked opportunities, and companies trading below intrinsic value. Not financial advice.
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