Archive for: June 2022

Canfor Pulp: A Bargain in a Nutshell

By Dimitrios Koutsoumpos

This should be a very short post about Canfor Pulp (CFX.TO) as a cyclical bargain. That’s because the content is the refined and enriched version of a whatsapp group chat between attendees of the Quality Value Investing, a meetup group in London. The idea behind publishing it, is that a good investment idea should be described in a few sentences, even if it has demanded more work, and research in the background. Read More