BSR Investing

A random Korean immigrant’s financial freedom journey in Toronto, 🇨🇦 with an ambition to consistently beat the markets year after year. Hiding as accountant

[BSR Investing @BeSmartRich1]

@adrivalue @maxwellhouse99 Yeah agreed!

[BSR Investing @BeSmartRich1]

@adrivalue @maxwellhouse99 Shouldn't EV/UFCF after NCI be better metric?

[BSR Investing @BeSmartRich1]

@jasonpereira It is pretty simple if you use Walmart analogy I.e. buying a candy in Walmart Canada and return it in Walmart US across the border without incurring any penalty or fees.

[BSR Investing @BeSmartRich1]

@CJ0pp3l Tax free as it was on rrsp and tfsa. Still holding toi on non registered accounts.

[BSR Investing @BeSmartRich1]

@uproarcapital Used to own it but sold it many years ago. Probably somewhat moaty but there is a reason they have not moved its share price for last 8 years.

[BSR Investing @BeSmartRich1]

@Edelweiss_Cap I think markets are confused on what to do with Constellation Software under deflationary environment where the company actually thrives. Should we crash its share price and multiples as well along with all others even though it is good for them? Answer is "Sure but just a bit"

[BSR Investing @BeSmartRich1]

Go ahead. Continue to crash markets and devalue multiples. A good day for $CSU.TO $CSU

[BSR Investing @BeSmartRich1]

@21stCentValue Yup. A little annoying to segregate the NCI out of the topline revenue but they kindly calculate the bottom line FCFA2S for us so it is fairly easy.

[BSR Investing @BeSmartRich1]

@Spady_B I am really sorry for your loss. As a father, I can't really describe how devastating it would be. My heart and prayers are with you.

[BSR Investing @BeSmartRich1]

@uproarcapital 😉

[BSR Investing @BeSmartRich1]

@LiebermanAustin You need to hold the bottom on the ground then lift the top one as flat as possible with both hands then it will easily lift off. The reason why it does not come off is that it isnt straight.

[BSR Investing @BeSmartRich1]

Belated 2021 performance update https://t.co/Q8SdCfMCGs

[BSR Investing @BeSmartRich1]

@CJOppel @maxwellhouse99 Yes please. Thanks!

[BSR Investing @BeSmartRich1]

@FCFInflection @maxwellhouse99 I would like one as well please if you don't mind. [email protected]. Many thanks in advance!

[BSR Investing @BeSmartRich1]

@dre1012 Need $CSU.TO 😀

[BSR Investing @BeSmartRich1]

https://t.co/EHNTJANFI9

[BSR Investing @BeSmartRich1]

Such a powerful chart. Wondering about its source.

[Ray @heartof_thesea]

Credit card profitability by FICO score

Source of profits: Left end of spectrum through net interest revenue and far right end from net interchange.