Thematic Research
Canadian Small-Cap Takeouts - Part Three
September 5, 2024
Q2/24 Recap: All Our Research in One Place!
July 2, 2024
Oilfield Services: Still Way Too Cheap
June 24, 2024
Uranium: Updating Our Thesis
May 27, 2024
Canadian Small-Cap Takeouts - Part Two
May 13, 2024
Top Ideas from
VRIC 2024
January 26, 2024
Canadian Small-Cap Takeouts
November 7, 2023
Small-Caps with Torque to Infra Spending
August 15, 2023
Restaurant Royalties:
Going as Planned
May 23, 2023
Energy Storage:
The Missing Piece
March 9, 2023
Mining Royalties &
Streams: A Quick Primer
January 25, 2023
Oilfield Services: Another Great Year Ahead
January 11, 2023
Restaurant Royalties: The Real Inflation Hedge
November 29, 2022
Uranium: Asymmetry
at its Finest
November 23, 2022
U.S. Cannabis: Evaluating
the Recent Changes
November 14, 2022
Manganese: The Forgotten Battery Metal
November 8, 2022