FansUnite

The Momentum Letter Posts

• FansUnite Investor Deck
  FansUnite Investor Deck
• Leveraging Emerging Market Trends
  Given the benefits of the sector-based approach, why not try to find sectors and subsectors that no one else seems to be paying attention to? […]
• FansUnite: An Inflection Investing Pick
  As I covered in a recent post on Inflection Investing tech and software businesses can scale very quickly. And when they do much of the […]
• Being Right First – Inflection Investing
  Often the clues pointing to a shift in profitability of a company or companies in a sector are signaled slightly ahead of time and go […]
• FansUnite: An Inflection Investing Pick
  As I covered in a recent post on Inflection Investing, tech and software businesses can scale very quickly. And when they do much of the […]

The Investors Round Table Articles

• Can ‘Sovereign AI’ turn Canada into a computing superpower?
  Every government on Earth has learned the same two words this year: sovereign AI. It sounds like something a consultant invented but it is the […]
• InPlay Oil (IPO.T): We told you so is rude, so let’s just check the scoreboard
  On August 17 I wrote that InPlay Oil was the bigger story in Canadian small cap oil, and the $54.25 million Belly River acquisition was […]
• The Tungsten Squeeze: 5 Canadian-listed companies challenging China’s critical-minerals dominance
  Tungsten is one of the most important critical minerals you’ve probably never heard of. And in 2026, it’s becoming one of the most consequential commodities […]
• Blackrock Silver, the best is yet to come!
  It’s been too long since my last article on Blackrock Silver  (TSX-v: BRC) / (OTCQX: BKRRF). With shares below C$1.00, let me reiterate key investment […]
• Canada’s Defence Boom: 5 Small-Cap Companies With Something to Prove
  Global military spending continues to rise with eleven years of consecutive growth. Since 2016, military dollars have climbed ~41% to total a whopping US$2.88 trillion. […]

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