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Tyler Kirkpatrick: Dream Unlimited (DRM), AutoCanada (ACQ) & All Things Canadian Value

Tyler Kirkpatrick: Dream Unlimited (DRM), AutoCanada (ACQ) & All Things Canadian Value

FromValue Hive Podcast


Tyler Kirkpatrick: Dream Unlimited (DRM), AutoCanada (ACQ) & All Things Canadian Value

FromValue Hive Podcast

ratings:
Length:
79 minutes
Released:
Mar 12, 2021
Format:
Podcast episode

Description

The Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better, including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR.
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Alright, now onto this week's show!
Tyler Kirkpatrick runs the Canadian Value Stocks Blog. He is a production manager at a waste container company that has achieved a 19.19% annualized return from 2016 to 2020, which outperforms the S&P 500 by 53%. In this week’s episode, we get to know him, why he invests in Canada, his best investment yet, his two highest conviction bets, and what other companies he has his eye on. Tyler’s success shows that value investing is alive and well in Canada!

[0:00] Who is Tyler Patrick?
[8:30] Why invest in Canada? 
[16:00] Integrated Asset Management
[25:00] Outsiders CEOs
[33:00] Dream Unlimited (DRM) Bull Thesis
[53:00] AutoCanada (ACQ) Bull Thesis
[1:08:00] Tyler’s Watchlist
[1:15:00] Closing Questions

If you like what you heard and want to learn more about Tyler, check out these links: 

Tyler's Twitter
Canadian Value Stock Blog


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Support this podcast: https://anchor.fm/valuehive/support
Released:
Mar 12, 2021
Format:
Podcast episode

Titles in the series (100)

Welcome to The Hive! It's nice in here, isn't it? The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day. If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast. Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing. Join us as we strive to improve a little bit each day: https://macro-ops.com/ Support this podcast: https://anchor.fm/valuehive/support