Community Update
New Weekly Updates, New RJ Format, Updating an Old Cliff Note
We have a few announcements for today:
New Weekly Updates
New Research Journal Format + New Research Journals
Updating an Old Cliff Note
1) New Weekly Updates
A few weeks ago, we resumed these weekly updates. At first, we thought about posting them sporadically, but we realized that publishing them every week helps both us and you keep a better pulse on the index and our research pipeline.
Each update follows the same structure:
Special Highlights: Notable accomplishments, including new multibaggers and any new Cliff Notes or Research Journals we’ve published.
Studs: Companies with positive news or strong developments.
Duds: Companies with negative news or setbacks.
On Our Radar: News releases with mixed results that are still meaningful and worth tracking.
Info Arb Sheets
Info Arb Sheetsfrom the Past Week: All Info Arb Sheets published during the previous week.
Info Arb Sheet Highlights: The most relevant Info Arb Sheets from the past week.
News Releases from the Past Week: A roundup of all PRs from the past week.
You can read the latest Weekly Update here.
If you have any feedback, things you like, dislike, or suggestions for improving this new series, please let us know.
2) New Research Journal Format + New Research Journals
To help standardize and speed up our research process, we’re introducing a new format for our Research Journals. This is our latest Research Journal using the new structure.
Note: All financials are in CAD
Over the coming days, we’ll be publishing a few more Research Journals in this format.
If you have any feedback, things you like, dislike, or suggestions for improving this new format, please let us know.
3) Updating an Old Cliff Note
Now that we have 137 stocks in the index, we’re having a lot of fun using it as a hunting ground. The idea is to revisit and reprofile companies already in the index when new or interesting developments emerge that could push the stock higher.
That’s exactly why we’re doing an update on one of those names. The company is a contract manufacturer with significant customer concentration; on the surface, nothing special. But they hold an exclusive supply agreement to manufacture components for a new platform being launched by a multi-billion-dollar company in the near future.
Stay tuned…