Anthony (@HalvioCapital) header
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Anthony

@HalvioCapital

Constantly curious. There are no bad assets, just bad prices.

 Canada
halviocapital.com/
Joined March 2017
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Q3 2026 Letter is out Stocks mentioned: $QEPC, $FILA.MI, $CZBS, $MCCK, $XAU.TO with a write up of Master Drilling $MDI.JSE halviocapital.com/letters

Letters — HALVIO CAPITAL

halviocapital.com
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Running into the same issue here. I've told family to contribute to their RESP (Canadian university savings account) or gifting money as a way of signing up for the cost of sports and activities. Converting family and friends to doing this hasn't been too successful
Sam Parr (@thesamparr) profile pictureSam Parr
@thesamparrOct 18
We need to collectively agree: No gifts for kids bday parties (like your kids friends bday party). Call me a Scrooge! But we all just have to buy the same junk each weekend and no one actually wants it.
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1,132
Looks like I bought the wrong pencil company
CTC (@CacheThatCheque) profile pictureCTC
@CacheThatChequeOct 16
I bought Yakult and Mitsubishi Pencil stock at the same time last year. I'm up 80% on my Mitsubishi Pencil stock but only up 17% on my Yakult stock. The Yakult sales lady MILFs and GILFs need to work way harder.
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There's no way the board wasn't aware of the buyers interest...5 days prior to cutting the dividend to 0. Something seems a little off here $SGR-U.NE
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Used to own this. Crazy cheap but like most companies in Japan, capital allocation leaves a lot to be desired.
ナナホシマネジメント（イギリス） (@nanahoshiuk) profile pictureナナホシマネジメント（イギリス）@nanahoshiukSep 15
ナナホシマネジメント（イギリス）は、日産東京販売ホールディングスの取締役会宛てに、以下の書簡を送付したことをお知らせします。 「政策保有株式に関するロックアップ（売却制限）の設定を踏まえた要請」 shiftnissantokyo.com/wp-cont…
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I'm pretty sure every fraud has always pointed to their auditors "unqualified audit opinion" as a self defence. Without fail
Ramona Shelburne (@ramonashelburne) profile pictureRamona Shelburne
@ramonashelburneAug 26
Very detailed response from TWG— the company run by Lakers/Dodgers owner Mark Walter— which has been the subject of multiple federal probes. businesswire.com/news/home/2…
TWG Global Comments on Recent Corporate Developments

TWG Global Comments on Recent Corporate Developments

TWG Global, LLC (“TWG” or the “Company”) today issued the following statement to correct the record on substantial speculation and misinformation regarding r...

businesswire.com
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Nice to see this finally come through as this has been delisted for about a year. I believe the full amount of this div is fully taxable and not out of the paid up capital
Generals & Workouts (@gw_investing) profile pictureGenerals & Workouts@gw_investingAug 25
Received an 18.6c dividend recently for this one. I expect further ~5c after wind up finalised, but timing is uncertain. I bought at roughly 15c, so not a bad workout in the end
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Haven’t seen it posted anywhere but $FILA.MI recently sold another 7% of their DOMS investment for over 70m euros bringing their stake to 19%. They refinanced some of their debt and are now paying a special dividend of €0.46/share. Business seems to be doing well also
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A "reset" of Telus' dividend. In other words, a 55% dividend "cut"
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Trying to think through this $MFBP buyout and put some crude math together on some of the other ECIP banks. Mechanic is being bought out for about $103m once the preferred is redeemed. $MFBP alluded to when they can repurchase their preferred in their 2025 annual report:
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more replies
Another ECIP bank $CZBS, their bank subsidiary book value looks like this if you adjust the potential redemption of the preferred at 21 cents on the dollar:
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If you apply the same multiple that Mechanic was just taken out for, it appears Citizens has a lot of room to run still. I'd say the multiple should be higher here because it is a better run bank imo
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Q2 2026 Letter is out Some stocks mentioned: $XAU.TO, $HUM.AX static1.squarespace.com/stat…
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Nothing worse in investing than watching a stock you want to buy keep going up every day
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Nice to see some activism at an ECIP bank $UBAB long over due in my opinion prnewswire.com/news-releases…
Merion Road Capital Management and Blue Hill Advisors urge United Bancorporation of Alabama to...

Merion Road Capital Management and Blue Hill Advisors urge United Bancorporation of Alabama to...

/PRNewswire/ -- Merion Road Capital Management, LLC and Blue Hill Advisors LLC today issued a letter to United Bancorporation of Alabama, Inc (OTC: UBAB)...

prnewswire.com
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Kind of strange since the beginning of May when $CPH.TO NCIB began, we haven't seen one share repurchase yet
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Goldmoney $XAU.TO with a solid 49mm EBIT in their gold storage business for the year. Puts it at just under 3x trailing EV/EBIT. On top of that they own UK real estate worth a net 140mm and are buying back stock.
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