Third Eye Capital: cracks in the workout playbook
How TEC managed to lend money to a borrower that went into creditors' protection twice under its watch.
6 min read
OPM WIRE
A blog about Bay Street, money managers, funds, moguls, who's killing it, who's getting killed. No stock picks, no macro.
Latest posts
Consider being an a**hole, on the importance of being a PIMPP™ and not a simp
Illuminati-grade strategic advice.
8 min read
Former Carpenter Sues RBC and Grant Thornton for $415 Million Loss
Carpenter Christopher DeVocht went from nothing to $415m. Unfortunately, he didn't cash in his chips and has now lost everything and is blaming RBC.
2 min read
Karen Azlen, IntroCap transition opportunity
Karen Azlen is a pioneer in the alternative investments space in Canada.
2 min read
Ed Sonshine is in a bit of a pickle
The RioCan founder had an even bigger stake in lender Chesswood before it got into trouble.
5 min read
Cohere scenarios
Cohere's search for a competitive advantage in an intensely competitive field.
9 min read
Cohere and AI polemics
A semi-deep dive into AI and one of the most buzzy startups in Canada, Cohere. Featuring John Ruffolo.
4 min read
Andrew Wilkinson: Tall tales of the Tiny tycoon
An empire builder and weaver of webs. A "self-made" "billionaire". We add some context to his book Never Enough and address his net worth.
12 min read
Montreal's Bellini family is buying Manhattan commercial Real Estate
Some opportunistic commercial real estate investing.
1 min read
Wes Hall, the Canadian Meghan Markle
An update on Wes Hall. Is he the Canadian Nelson Mandela or the Canadian Meghan Markle?
5 min read