Will Guy

QU ‘22

[Veritas Investment Research @ResearchVeritas]

Dan Fong, our Diversified Industrials and Energy Senior Analyst, joined @BNNBloomberg's @baystreetamber this week to discuss how Canadian oil producers have been outperforming US peers despite the fall in oil prices.

https://t.co/CGCIBcQsOS

[Rory Johnston @Rory_Johnston]

Now, obviously crude prices are currently around $90/bbl, which is—and I've verified this personally—higher than $79/bbl.

But, charitably, you can think of this as DOE publicly committing to support marginal oil demand and thus prices at anything below $80/bbl.

[Wasteland Capital @ecommerceshares]

Remember the banking crisis? That was only four months ago! 🥹 Big banks are just killing it this earnings season. Huge beats. One reason is that consumers are stupid & lazy: $BAC cost of consumer deposits is 0.22%! When any chum can get 5%+ in a money market fund. 😣 Insane.

[Veritas Investment Research @ResearchVeritas]

Dan Fong, our Senior Analyst for Diversified Industrials & Energy, was on @BNNBloomberg discussing his outlook for CN Rail and a recent controversy that has made headlines about a new government proposal to expand interswitching.

$CNR.TO $CNI

https://t.co/qK6qLTEibR

1/7

[Robin Brooks @robin_j_brooks]

This is Brazil. A transformation into huge trade surpluses powered by agricultural exports (lhs, orange) that go predominantly to China (rhs, red). There is no other emerging market that's seen a transformation even remotely close to this. Our $/BRL fair value remains 4.50...

[Michael Mauboussin @mjmauboussin]

2/ We also examine the relationship between *changes* in ROIC and total shareholder returns (TSRs) and generally find that increases in ROIC are associated with attractive TSRs and decreases with poor TSRs.

[Jon Bathgate @jbathgate]

Intel vs Nvidia quarterly data center revenue back to 2015

[ʎllǝuuop ʇuǝɹq @donnelly_brent]

Here's a chart of something going down 20%, then rallying 20% .. over and over.

Kinda like PACW

[Nassim Nicholas Taleb @nntaleb]

Banning thermometers would be effective in reducing the number of sick people.

[Veritas Investment Research @ResearchVeritas]

Dan Fong, our Senior Investment Analyst for Diversified Industrials & Energy, joined BNN Bloomberg to discuss TFI International Inc. and its acquisitions of two entities, Siemens Transportation Group and Hot Line Freight Systems.

$TFII $TFII.TO

https://t.co/bZDvdF50sK

1/7

[Andrew Kuhn @FocusedCompound]

Jamie Dimon's 2022 Letter to Shareholders

On interest rates:

"When you analyze a stock, you look at many factors: earnings, cash flow, competition, margins, scenarios, consumer preferences, new technologies and so on. But the math above is immovable and affects all."