Discussion and financial analysis from an investment enthusiast. From a guy from the north in Canada
🇨🇦 Principal Software Developer 👨🏻💻 | Value & Special Situation Investing 📊
A weekly report on special situations in US public equities.
Steadily compounding high-quality companies | Detailed analysis on ROI(I)C, reinvestment rate and sustained shareholder value creation
At The Transcript, we read dozens of earnings call transcripts each week and take note of interesting and important quotes from management about the economy and industry trends. The best and most important quotes are compiled in The Transcript, our weekly