Riley Dunsmore

Financial analyst, long-term investor

[Riley Dunsmore @RileyDunsmore]

working on learning how to out-compound the average person

[Riley Dunsmore @RileyDunsmore]

@DrunkDividends Admittedly outside of my competency, but what does the thesis look like for this position?

[Riley Dunsmore @RileyDunsmore]

Not sure how to interpret this - did nobody else at Berkshire have any conviction in any of Todd’s positions?

[Kevin Carpenter @kejca]

Berkshire Hathaway Q1 2026 investment activity

[Riley Dunsmore @RileyDunsmore]

Adam with an excellent letter written to the Board and Special Committee of SECURE $SES.TO. I recommend all shareholder and general investors to give it a quick read.

[Adam Wilk @AKWilk]

Greystone recently sent the attached letter to the Board and Special Committee of SECURE Waste Infrastructure Corp. $SES.TO opposing the proposed acquisition by GFL Environmental $GFL.

We believe the current offer materially undervalues SECURE, arrives at the wrong point in the company’s trajectory, and transfers too much future upside away from long-term shareholders.

Full letter below.

Disclosure: Greystone Capital and/or its clients own shares of SECURE Waste Infrastructure Corp. This reflects our opinion as of today and is not investment advice or a recommendation. We may change our position at any time without notice.

https://t.co/LDIfUv8Xhc

[Riley Dunsmore @RileyDunsmore]

@Stef_McConnell Man I loved Canadian Tire money as a child, wish someone would bring that back. Naturally it would increase hassle and friction but nonetheless

[Joseph Steinberg @jbsteinberg]

FYI: Norway's sovereign wealth fund invests 100% of its portfolio outside the country, in order to avoid distorting the domestic economy. What Carney is proposing is exactly the opposite.

[Build Canada @build_canada]

We have long been advocates for a Canadian sovereign wealth fund. The Canada Strong Fund announced today by @MarkJCarney is not your traditional SWF.

They are typically funded through surpluses, not debt, and focused on diversifying away from the revenue stream that funds them.

This is more like a war bond – but instead of investing in debt, Canadian’s can buy equity in the projects that the government is working to get off the ground.

Our memo for a sovereign wealth (published Apr 2025) offers a different vision. Here's what it could look like.
https://t.co/0coMyUuWgt

We are watching developments closely – we will share details as we have them.

[Riley Dunsmore @RileyDunsmore]

Wonder how smoothly this acquisition is going to, I'm personally not a major fan

[3:10 Value @310Value]

$ses.to. Abrams, who has owned Secure for a while, though it was not disclosed, has increased its position to greater than 10% and is not in favor of the $gfl deal.

https://t.co/sDQ72etx52.

[Riley Dunsmore @RileyDunsmore]

@Stef_McConnell Always have found this ridiculous, but unfortunately not changeable due to the Canadian constitution providing power at the provincial level rather than federal

[Riley Dunsmore @RileyDunsmore]

@tsxman Chris do you own MRC or MRT? Both?

[Riley Dunsmore @RileyDunsmore]

@jamesonhaslam What made you go into deck work over other works like landscaping or irrigation?

[Riley Dunsmore @RileyDunsmore]

@MWG_Jamie Would you prefer a special dividend over maximizing their NCIB?

Any reason to think the company won’t take on debt for continued US expansion to optimize their WACC?

[Riley Dunsmore @RileyDunsmore]

Suns playing pick-up basketball at Houston tonight?

[Riley Dunsmore @RileyDunsmore]

Appetite for multi-residential

[TSX Dividends @TSXDivStock]

Wow, $MI.UN going private at a 32% premium! This follows Interrent deal last year. Multi-res REITs, not being appreciated by the market, are being gobbled up. $CAR.UN, $KMP.UN, $MRG.UN

Minto Apartment Real Estate Investment Trust Announces ... https://t.co/CDZB5lE0Dy

[Riley Dunsmore @RileyDunsmore]

@bonapartay What type of margins does your smb have?

[Riley Dunsmore @RileyDunsmore]

$GOOG is a double for me, second one during this year

[Riley Dunsmore @RileyDunsmore]

@tsxman Do you have any further opinion into Samir’s secrecy? Is it strategic to not tell the market what’s going on to continue to take advantage of the situation, or is it because the team lacks a credible plan beyond buying back undervalued units?

[The Secret CFO @SecretCFO]

A good controller is the backbone of the finance team

[Riley Dunsmore @RileyDunsmore]

@GeraldBourguet @PHNX_Sports An interesting piece, thanks for having this covered for all users Gerald

[Riley Dunsmore @RileyDunsmore]

@TidefallCapital Thanks for sharing so quickly Trevor, much appreciated