I created this 40 minute presentation to present my thesis on $PXT.TO I believe it's a world class compounder trading at absurdly cheap valuations despite having some of the highest earnings quality of any company in the world. I have ~40% of my portfolio allocated long.
I could be wrong but I think current worries will abate! I bought a lot more yesterday.
Thank you for making these Calvin. It's much appreciated and very educational! I'm very glad I locked in my subscription.
Volume was just fine. BRILLIANT presentation! You took the time others did not, to fully understand their tax issues and how they moved things around to THEIR tax advantage. Great job, Calvin!