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marketdepth.typepad.com

Marketdepth

Geoff Castle's posts of in-depth investment analysis

http://marketdepth.typepad.com/

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Marketdepth | marketdepth.typepad.com Reviews
<META>
DESCRIPTION
Geoff Castle's posts of in-depth investment analysis
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KEYWORDS
1 Geoff Castle
2 Deep Value
3 Investing
4 Long-Short
5 CMHC
6 Bain
7 AIC
8 Housing
9 Pattison
10 Cundill
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marketdepth,the last post,beatles for sale,comment 3,reblog it 0,howe street,the first generation,commodity finance,investment ideas,northwest investing,canada,gold standard benefits,comment 2,about vecima,challenges and opportunities,valuation and risks
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Marketdepth | marketdepth.typepad.com Reviews

https://marketdepth.typepad.com

Geoff Castle's posts of in-depth investment analysis

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1

Marketdepth: Investment Ideas

http://marketdepth.typepad.com/marketdepth/investment-ideas

Geoff's investing blog April 2009 through January 2011. November 28, 2010. Morning on Howe Street. It’s morning again on Howe Street. That’s right, Howe Street, the ancestral home of pump and dump, is rising again.  This time, however, it is not the push of aggressive promotion, but the powerful pull of fundamentals that is creating opportunity for our city’s most notorious industry. Figure 1: The Exchange Building on Howe Street Early Days. The Pyramid Mines discovery started a bonanza that brought mini...

2

Marketdepth: The Crowded Room

http://marketdepth.typepad.com/marketdepth/2010/09/the-crowded-room.html

Geoff's investing blog April 2009 through January 2011. September 09, 2010. The most crowded investor meeting I ever attended was held in a very large hotel ballroom in Boston.  . As the event began, the lights dimmed, and the hundreds of analysts and bankers in attendance were treated to a colourful laser show with blaring rock music.  . Finally, from behind a curtain, a triumphant executive team emerged to a round of applause.  . The CEO’s name was John Roth.  . His company Nortel Networks.  . And earl...

3

Marketdepth: Change We Can Believe In

http://marketdepth.typepad.com/marketdepth/2010/11/change-we-can-believe-in.html

Geoff's investing blog April 2009 through January 2011. November 08, 2010. Change We Can Believe In. Every good skier understands snow.  Why should good investors not understand money? 0160; This thought occurred to me as I listened to various reactions to the US Federal Reserve’s announcement of phase two of its quantitative easing program. Figure 1:  Silver Quarters Change We Can Believe In. 0160;Absolutely, I say. And the Gold Standard. By 1971, Americas massive borrowing to fund the Vietnam War event...

4

Marketdepth: Vecima Networks - Liquidation Value with Growth Potential

http://marketdepth.typepad.com/marketdepth/2010/10/vecima-networks-liquidation-value-with-growth-potential.html

Geoff's investing blog April 2009 through January 2011. October 19, 2010. Vecima Networks - Liquidation Value with Growth Potential. Figure 1:  Vecima   Rotating Downwards, then Turning Up? Vecima Networks, founded in 1988 by engineering professor Dr. Surinder Kumar is in the business of creating devices that manage and transfer high volume data flows, the likes of which are found in cable networks, wireless communications systems and other similar applications. . Vecima’s troubles in 2010 appear to have...

5

Marketdepth: The Last Post

http://marketdepth.typepad.com/marketdepth/2011/01/the-last-post.html

Geoff's investing blog April 2009 through January 2011. January 10, 2011. All good things come to an end, even Marketdepth.  And, much as I have enjoyed unloading my consciousness into the cloud of the internet, the time has come to wind down this operation.  Things have been developing well for me, personally, in 2011 and I need to dedicate myself fully to a new opportunity at hand. Figure 1:  The Last Post. Was a very expensive undertaking and b). Was the big viral piece that, despite not yet making an...

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Marketdepth

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