Claude
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upcoming catalysts for several investments such as Amplify Energy, Teck Resources, and AerSale.
d AerSale. These catalysts include things like asset sales, copper production ramping up, and potential regulatory approval
uranium, the thesis is that demand is increasing from countries looking for energy security and decarbonization goals, while supply is constrained.
largest position at 9.9% of the portfolio
As a Canadian small-cap stock, Leon's aligns with CCV's focus on misunderstood small and mid-cap companie
As a retailer, it may have been impacted by COVID but could see sales and earnings rebound as conditions improve
spun off from Fortive Corporation
The spin-off itself may have created a mispricing
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