Q: Regarding Frank's question on Pinetree Capital
It is seemingly up because they hold shares in Bravura Solutions traded on the ASX and main reason is they reported nice results a few days ago.
Some connections to Constellation Software here as of course Mark Leonard's son Damien runs this company (Pinetree) as I am sure you know and they seem to align with Constellations investments a few times (holding Sygnity and Topicus) and a Volaris Group Vice President (Shezad Okhai) joined Pinetree in 2021and then left for Bravura Solutions in 2023... they look undervalued when you review all their investments and report soon.
It is seemingly up because they hold shares in Bravura Solutions traded on the ASX and main reason is they reported nice results a few days ago.
Some connections to Constellation Software here as of course Mark Leonard's son Damien runs this company (Pinetree) as I am sure you know and they seem to align with Constellations investments a few times (holding Sygnity and Topicus) and a Volaris Group Vice President (Shezad Okhai) joined Pinetree in 2021and then left for Bravura Solutions in 2023... they look undervalued when you review all their investments and report soon.
Q: Hi Peter, I wanted to get your thoughts on PNP. What do you think of the company overall. Can you comment on the valuation and would you consider it a buy. Also any reason for the move.
Thanks
Thanks
Q: Peter, among the Canadian small cap and microcap stocks that have been indiscriminately sold off over the past year or so, which ones do you think stand the best chance of bringing substantial returns when the markets recover?