Suggestions
Derrick Gut, CPA, CA, CFA
PM - Global SMID
Derrick Gut, CPA, CA, CFA is a Portfolio Manager specializing in Global SMID (Small and Mid-Cap) Equities at Jarislowsky, Fraser Limited, a global investment management firm.13 He was named to this position as part of the management of a new fund.2
Gut appears to be an active professional in the investment management industry, sharing insights and analysis on various topics. For example, he has posted on LinkedIn about tech industry developments in Canada, discussing the potential for Canada to become a "Galapagos Islands for IT".4
In his role, Gut has participated in investor relations activities. In 2019, he attended a Stantec, Inc. investor day, where he asked questions about the company's revenue structure, demonstrating his engagement with companies in his investment portfolio.5
Highlights
https://lnkd.in/ew_xnWjJ
Been meaning to write about TINY. So far it has been a mistake... I believe and believed a lot of what is written below. Got to know andrew and chris. Nothing to say about them, im still a big fan! I just want to see this nightmare of an investment turn into what they have been touting. I have full confidence in them, but need execution.
I think it is quite important to rub your nose in your mistakes, this is one so far me. Not sure i learned anything is the problem. I knew quite well not to invest in beautiful stories. Ill probably make this mistake again in the future. I hope this article motivates them.
Tons of negativity around this company, well deserved. But the future of this company is in Jordan's hands. Jordan has a great background and is clearly well trained. Paid a fraction of the IPO price and waited for years after the IPO, and still feels terrible. Also a little disappointed in the BoD whom I thought would have played a bigger role.
Who cares if he was a billionaire or not... He is a born hustler and selling a book with a catchy title is a great annuity.
Here is trying to learn from your mistakes... or at least mistakes for now.
It is one thing for the stock price to be down, which usually doesnt rattle me. But when the business hasnt performed as you would expect, the wedge between business value and price goes the other way, man it sucks.
It is easy to talk about your winners... everyone seems to omit the losers. I loved Batnick's book Big Mistakes. Not enough market participants espouse this type of thinking. Maybe Andrew's next book can be about MISTAKES. I can help him write it...
I would love to challenge anyone who has a negative view on our top seven positions.
If you have a credible thesis as to why these businesses won’t work out over the next 5 to 7 years, would love to hear you debate our analyst who covers the business.
The challenge can’t stem from valuation. That’s just too easy. It has to come from the point of view of an erosion of the core busines. Something we hopefully haven’t thought about.
You could direct message me if you have a view. And if it’s credible, I’ll invite you to debate my team!
The winner gets a copy of our favourite book!
Look forward to hearing from anyone looking for a debate.
These are the top seven positions:
Hingham institution for savings Kinaxis Site One MIPS Dino Polska Clean Harbors YETI
Bonus: SMS (2175 Tokyo)
This should be fun!!!
