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MT Capital Research Update
April 20, 2023
Apr 20
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MT Capital Research Update
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Notes
March 2023
The Turkey Fallacy
MT Capital Research Musing #4
Mar 22
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20
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The Turkey Fallacy
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Franco Nevada
An Acyclical & Resilient Investment
Mar 11
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Franco Nevada
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Why Gold?
MT Capital Research Musing #3
Mar 4
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Why Gold?
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February 2023
The Importance of Asymmetry
MT Capital Research Musing #2
Feb 25
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The Importance of Asymmetry
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$ATD.TO
An Attractive Consolidator in a Resilient Industry
Feb 18
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10
2
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$ATD.TO
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Why Don't We Ever Learn?
MT Capital Research Musing #1
Feb 4
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Why Don't We Ever Learn?
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January 2023
Hermès
Transcending Generations
Jan 28
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MT Capital Research
12
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Hermès
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Copart
A Real Life Philosopher's Stone
Jan 14
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MT Capital Research
12
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Copart
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MT Capital Research 2022 Year in Review
Momentum
Jan 1
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29
6
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MT Capital Research 2022 Year in Review
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December 2022
Costco
The Pursuit of Excellence
Dec 28, 2022
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2
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Costco
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Aritzia
An Everyday Luxury Powerhouse
Dec 10, 2022
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16
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Aritzia
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