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Paul Andreola 🇨🇦

@PaulAndreola

Apr 17

Invest in Canada: A Call to Action for the Next Generation of Growth 🧵

In a year marked by geopolitical instability and economic uncertainty, one thing has become undeniably clear: it’s time to stand up for Canada.

The wave of patriotism sweeping across the country is more than symbolic—it’s a signal of collective willpower. From coast to coast, Canadians are proving that when it counts, we rally. The growing Buy Canada movement is tangible proof that we can mobilize, adapt, and support our own—if given the right motivation.

Read 29 tweets

Paul Andreola 🇨🇦

@PaulAndreola

Dec 27, 2024

Here's a popular article we wrote years ago that still applies today:
Reverse Engineering the Perfect Stock
🧵

We are going to tell you about the perfect stock that could make you millions of dollars. Few investors know about this stock even though it’s a multi-bagger in plain sight. Okay, on with it – what is it!? Here are a few clues…

The stock is a micro-cap, under $20 millon-dollar market cap, and has had three straight years of operating profits. The company is rapidly growing at over 25% per year, all of it generated organically.

Read 64 tweets

Paul Andreola 🇨🇦

@PaulAndreola

Dec 9, 2024

The Importance of Quality Shareholders 🧵

In the investment world, most great investors had mentors. Not surprisingly, many companies too require good mentors.

Warren Buffett had Benjamin Graham. Stanley Druckenmiller had George Soros.

For some, these experts are there from the beginning, guiding management through growth and around challenges. For most, however, expertise materializes along the growth journey—if they are lucky. It’s often the difference between success and failure, as we have seen time and time again.

Read 24 tweets

Paul Andreola 🇨🇦

@PaulAndreola

Oct 7, 2024

Get the Pitchfork—Private Equity is Coming

Big money is finally flowing into the Canadian microcap market after a long period of depressed valuations, limited investor interest, and relatively scarce capital. However, it’s arriving in an unexpected form—private equity from the U.S. is buying Canadian microcap companies, taking them private, and removing them from the hands of retail investors.

In an ideal world, more Canadian retail investors would flood the microcap market, supporting homegrown success stories, with institutional capital following close behind. This would reward diligent investors who have patiently held their positions through the current downturn, knowing the true value of the companies they own.

Read 33 tweets

Paul Andreola 🇨🇦

@PaulAndreola

Aug 26, 2024

Here's an odd, profitable, boring, undiscovered and cheap looking stock that I don't see mentioned very much. $CAF.V $CAFZF

Canaf is a public company listed on the TSX Venture Exchange. Canaf's registered office is in Vancouver, Canada, with offices in the United Kingdom and South Africa. Canaf owns 100 per cent of Quantum Screening and Crushing Pty. Ltd., a South African company that owns 70 per cent of Southern Coal Pty. Ltd., a company that produces a high-carbon, devolatized (calcined) anthracite. Canaf also owns 100 per cent of Canaf Investments Pty. Ltd., a South African company that owns 100 per cent of Canaf Estate Holdings Pty. Ltd., a real estate investment company focused on suburban property in Johannesburg.

47.4 million shares outstanding.
No warrants, no options.
Insiders own 16.5%
Last at $0.27
Market cap: $12.8 million
Book value: $0.234 per share
EV: $6.8 million
Cash: $6.0 million - $0.127 per share
Debt: $0

Read 7 tweets

Paul Andreola 🇨🇦

@PaulAndreola

Jul 8, 2024

Understanding Insider Activity

(Thread)

For most retail investors, the word “insider” is often associated with insider trading and the famous scandals that come with it. At the same time, investors who try to analyze insider activity often misinterpret it, jumping to conclusions based on a cursory glance.

Understanding insider activity is crucial for grasping the whole picture behind a microcap, addressing not just the numbers but also the human element. It requires some legwork, maybe even a cold call, but in the end, it will make you a better and more successful investor.

Read 33 tweets

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