If not already familiar, consider first browsing through Alta Fox Capital’s analysis of multi-baggers over a five year period ended summer 2020. I will be using their criteria to highlight what has already been and is on track to be another impressive multi-bagger: Sangoma Technologies, currently trading on the TSX Venture (and soon to be [...]
In it's 2021 technology industry outlook, Deloitte identified three critical issues in a post-COVID world. The first of these applies to all sectors and services: digital transformation. "Facing new pressures and constraints, companies are working to improve their agility and flexibility, increase automation, and move to more real-time operations. Accelerating digital transformation efforts will likely [...]
Founded in 1997, Waste Connections (WCN) is the 3rd largest solid waste service company in North America. It provides waste collection, transfer, recycling, and disposal services. Additionally, WCN provides oilfield waste treatment (recovery and disposal services) as well as intermodal services for the rail haul movement of cargo and solid waste containers. The firm currently [...]
The market does not like the idea of Couche Tard buying Carrefour. A common reason is that Couche Tard is stepping away from it's roots to tackle the grocery business. Second, and the only reason that matters in my view, is that Couche Tard's target of 15% EBITDA growth moving forward might be challenged in [...]
LC Investing 