Detailed deep dives on compelling businesses, overlooked opportunities, and companies trading below intrinsic value. Not financial advice.
Joined March 2019
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The Valuation Desk retweeted
Propel Holdings Q1 2026 earnings review is live.
Provisions normalized. Originations 30%. Credit back on track. Management tracking towards high-end of guidance. $PRL.TO $PRL $PRLPF
Read 👇(no paywall)
open.substack.com/pub/theval…
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$MMY.V $MMY.NE
We held our thesis up against the numbers. Record net profit of $22.65M (over $53M YTD, already topping all of FY2025). Cash crossed $100M. Production ahead of our base case, realized gold at a record $5,166/oz, and zero debt.
Read 👇
open.substack.com/pub/theval…
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Zoomd Technologies $ZOMD.V. Why we exited our position.
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thevaluationdesk1.substack.c…
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Element Fleet Management (TSX: EFN) Q1 2026 review.
The print looked like a clean beat. The conference call walked it back.
$EFN.TO
Read 👇
open.substack.com/pub/theval…
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Mainstreet Equity Corp (TSX: $MEQ.TO ) – Q2 2026 review
NOI 9%, margins 210 bps, FFO/share 6%, buybacks accelerated. Net income near zero (and why that doesn't matter).
Read 👇
open.substack.com/pub/theval…
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The Valuation Desk retweeted
May 6
Good write-up on $PRL.TO. We started a 2% position in our MWG Income Growth Fund following the GoEasy fiasco (owned in a Canadian/TSX tracking portfolio prior to fund purchase). Looking for 2H 2026 EPS acceleration.
thevaluationdesk1.substack.c…
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Zoomd Technologies $ZOMD.V Q4 earnings review. Is the thesis broken?
Read 👇(no paywall)
open.substack.com/pub/theval…
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🧵On Jan 8 we alerted paid subscribers to a levered Special Situation play. The stock is up 50% in 3 months. A $500 position would have already paid for ~2 years of a subscription to The Valuation Desk.
We think the re-rating is only just beginning.
open.substack.com/pub/theval…
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The Valuation Desk retweeted
$MMY $MMY.V Monument Mining Limited Part 2 is live. The numbers behind the thesis. At current gold prices, the mine generates its entire EV in pre-tax cash flow in just over a year. Zero debt. US$83M cash.
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thevaluationdesk1.substack.c…
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$MMY $MMY.V
In this deep dive, we venture into the world of precious metals mining and find a gold producer that the market has mispriced for years. Zero debt. US$82M in cash. A 3.7x P/E. Part 1 is live.
Read👇(no paywall)
open.substack.com/pub/theval…
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Part 2 for those interested
x.com/valuationdesk/status/2…
$MMY $MMY.V Monument Mining Limited Part 2 is live. The numbers behind the thesis. At current gold prices, the mine generates its entire EV in pre-tax cash flow in just over a year. Zero debt. US$83M cash.
Read 👇
thevaluationdesk1.substack.c…
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Inside how Propel Holdings thinks it can bring more Americans into the credit market.
On March 16, Karen Webster & Propel CEO Clive Kinross discuss why Propel sees near-prime consumers as a major opportunity and how it plans to serve them differently.
Find out what sustainable growth really looks like in today’s lending market.
📆 Register now: hubs.ly/Q046L2rx0
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The market is serving up more compelling setups than we’ve seen in years. For those doing the work, it’s an exciting time to be stock picking.
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The Valuation Desk retweeted
$PRL Propel Holdings
Buy of 5,000 shares for approx. $94,500
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The bears were right. $GSY.TO $GSY where there’s smoke there is fire.
Glad we stayed out of that one.
newswire.ca/news-releases/go…
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