Sitemap - 2024 - Nicoper’s Notes

22. Own portfolio updates - November 2024

21. Trubrige Inc: Second time around

20. Trinity Exploration acquisition by Lease Operators Limited

19. Pinetree NAV, tracker and valuation based on Q2 2024

18. Topicus implied return, CI Financial and Monster Beverage Odd-Lots

17. Pinetree Holding: Special situations vehicle of Leonard family

16. Cummins split off of Atmus Filtration Technologies

15. Topicus value shortcut, Terravest source of maintenance capex and cash available for distribution

14. MBB SEE: Odd lot opportunity

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