European Defense While Americans like to talk about Europe as one nation, the continent has always been greatly divided. The...

This week’s additions and highlights 1. SPIN-OFFS Textron (TXT US). Generally, it is too large for a KEDM Lite flag,...

The times when US consumers were flush with COVID stimmies while at the same time they had too much time...

This week’s additions and highlights 1. SPIN-OFFS Honeywell (HON US). It might be a good time to look at Honeywell,...

Reflexivity going in reverse Let’s think back to the 2010’s. The FED had just introduced ZIRP, and TINA (there is...

This week’s additions and highlights 1. SPIN-OFFS AB Foods (ABF LN). Generally, it is too large for Lite (and thus...

Nicotine Pouches Even though we consider ourselves value investors, we are only interested in investing in industries with a tailwind....

This week’s additions and highlights 1. SPIN-OFFS G2 Goldfields (GTWO CN). G Mining is buying G2 Goldfields in a C$3B...