I would suggest CMG.TO - recent buy of Chris Mayer(author of 100 baggers). The stock has pulled back to his purchase price at the time he bought it due a soft earnings. 80% margins with new insider incentives and the head of acquisitions is from constellation software.
Wows, great reflections here. Really appreciate you compiling the lists of top tools, substacks, helpful advice etc. Looking forward to following in 2025.
Your pyramid of priorities! Health, relationships, purpose. It mirrors successful investing: strong foundation (risk management), meaningful connections (understanding businesses), and clear purpose (investment thesis). Your focus on deliberate practice and pattern recognition over pure process is spot on - it's like learning to read music vs. developing an ear for jazz. Both matter, but pattern recognition is where the magic happens.
Awesome stuff Kevin! You are doing all the right things and Im happy to have found your substack.
Thank you for the kind words!
I would suggest CMG.TO - recent buy of Chris Mayer(author of 100 baggers). The stock has pulled back to his purchase price at the time he bought it due a soft earnings. 80% margins with new insider incentives and the head of acquisitions is from constellation software.
Yes, I saw it too. I haven't had the time to look at it though. My friend Arnold over at compounding & fire wrote about it. https://open.substack.com/pub/arnoldweenink/p/computer-modelling-group-deep-dive?utm_source=share&utm_medium=android&r=iil7v
Wows, great reflections here. Really appreciate you compiling the lists of top tools, substacks, helpful advice etc. Looking forward to following in 2025.
Thanks Joel!
Thanks for all your valuable knowledge and timr that you share.
I appreciate the kind words!
Great article
Thank you sir!
Your pyramid of priorities! Health, relationships, purpose. It mirrors successful investing: strong foundation (risk management), meaningful connections (understanding businesses), and clear purpose (investment thesis). Your focus on deliberate practice and pattern recognition over pure process is spot on - it's like learning to read music vs. developing an ear for jazz. Both matter, but pattern recognition is where the magic happens.
Thanks for that insightful comment Rick! Glad to learn from the best!
SBTX WILL RETURN WAY MORE THAN ANY OF YOUR PICKS
Which one? 3 companies that trade with btx ticker…
Uk AIM market SBTX good luck
Nice review Kevin and thank you for the shout out. Best wishes for 2025.
Keep bringing that quality, and all the best!
My pleasure. Keep bringing those chats!