Third Eye Capital: The disastrous results of its workout playbook
Things are going from bad to worse for Third Eye, with a loan wipeout and the loss of a key lieutenant.
4 min read
OPM
Billionaire Stephen Smith buying more EQ Bank shares
Stephen Smith keeps doubling down on the Canadian economy. His bet on Home Capital appears to be going well so far.
5 min read
Daniel Debow, the Forrest Gump of Canadian tech
A profile of the tech entrepreneur and angel investor Daniel Debow, an important node in the Canadian tech cognoscenti.
5 min read
White Falcon Capital Management and Balkar Sivia
A sensible emerging manager with good pedigree and fee for performance only model.
3 min read
Montreal Emerging manager B-CAP
Bouthillier Capital (B-CAP) is an emerging manager based in Montreal with international pedigree.
4 min read
Money Managers
paid
CI Financial minor tidbits from the Mubadala takeover
Minor tidbits on key players in the CI Financial - Mubadala Capital tie-up.
2 min read
Prime Quadrant leaves American private equity owner
Mo Lidsky has led his UHNW-focused Prime Quadrant (”PQ”) out of the bondage of private equity ownership.
3 min read
Teachers Venture Growth and the ApplyBoard debacle
A long deep dive into another problematic investment by Teachers Venture Growth, ApplyBoard.
15 min read
CI Financial: guide to moving parts of the empire
CI Financial has many different constituent parts, put together over a very acquisitive history. Will this empire survive intact under its new private equity owners?
4 min read
Heather Reisman origin story
A polemical discussion of Heather Reisman's career from her first job in business to her comeback prospects at Indigo.
6 min read
Ontario Teachers Venture Growth and Captain Olivia Steedman
Teachers Venture Group falls short of its 30% annual return target, not surprisingly.
4 min read
Shopify, Tobi Lütke, MAGA & DOGE
MAGA fever is spreading in Canada. I inject the usual polemics.
7 min read