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THIS MONTH
Financials
Canadian Lifecos: Capital Efficient Growth
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Information Technology
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V-List Performance - August 2025
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REITs and Real Estate
Canadian REITs Q2-F25 Review: Steady Fundamentals, Improving Outlook
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A Special Interest
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Veritas Team
Financials
Canadian Banks: What to Watch For In Q3-F25
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Q3-F25: Demonstrated Its Caliber - Royal Bank of Canada
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Q3-F25: Rebuilding the Foundations - Toronto Dominion Bank
Shalabh Garg
THIS WEEK
Materials
Gold’s Relentless Ascent: Positioning for $4,000
Martin Pradier
goeasy Ltd. - Financials
goeasy: Assessing Short Seller Claims
Shalabh Garg
Constellation Software Inc. - Information Technology
Built to Evolve: AI Call Highlights
Liam Gallagher
Financials
Canadian Lifecos: Capital Efficient Growth
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S-List Update September 2025
Veritas Team
V-List Changes: Adding FNV and Removing NEM
Veritas Team
Capital Power Corp. - Utilities
Extended Contract Expands Value
Darryl McCoubrey
Information Technology
Founder Insights: Why AI is Unlikely to Eat VMS
Liam Gallagher
Industrials
Waste Sector: Compounding at the Curb - Slides with Will Guy
Will Guy
Conference 2024: Rock and a Hard Place - with Nigel D'Souza - Slides
Financials
Canadian Banks Q3-F25 Review: Demonstrating Resilience
Shalabh Garg
Constellation Software Inc. - Information Technology
SaaS Founder's Thoughts on AI & Experience Competing with CSU
Desmond Lau
Industrials
Waste Sector - Compounding at the Curb - Video with Will Guy
Will Guy
REITs and Real Estate
Canadian REITs Q2-F25 Review: Steady Fundamentals, Improving Outlook
Shalabh Garg
Constellation Software Inc. - Information Technology
2nd SaaS Founder Insight - Finding Niches vs. Incumbents
Desmond Lau
V-List Performance - August 2025
Veritas Team
Energy
Daily Ledger: TECK.b, AEM, CVE, CSU, LMN.v, Real Estate Conference
Veritas Team
Energy
Veritas Oil & Gas Gauge August 2025
Darryl McCoubrey
Industrials
Waste Sector: Compounding at the Curb
Will Guy
Journal: SLF: Steady for the Long-Term; AI in Investing; Dye and Durham's Delayed Financials; Real Estate Investor Survey
Veritas Team
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