Thematic Research

Mining Streams

Staying Bullish on Mining Royalties & Streams
June 3, 2026

The Mining Investment Event: Research Booklet
May 21, 2026

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Q1/26 Recap: All Our Research in One Place!
April 3, 2026

Centurion One Capital Research Booklet
February 24, 2026

Silver – Surging & Scarce Highlighting Capitan
February 6, 2026

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Canadian Small-Cap Takeouts - Part Five
January 6, 2026

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Q4/25 Recap: All Our Research in One Place!
January 5, 2026

Ad-Tech: The Future of Digital Advertising
December 2, 2025

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Defence Conference: Research Booklet
October 16, 2025

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Q3/25 Recap: All Our Research in One Place!
October 2, 2025

Cantech Conference: Research Booklet
September 29, 2025

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Small-Caps that Benefit from Defence Spending
July 21, 2025

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Q2/25 Recap: All Our Research in One Place!
July 2, 2025

Close-up view of two modern office buildings with numerous windows, one with a grid pattern and the other with vertical lines, in an urban city setting.

Q1/25 Recap: All Our Research in One Place!
April 2, 2025

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Taking Another Look at Cannabis Stocks
March 25, 2025

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Canadian Small-Cap Takeouts - Part Four
January 8, 2025

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Q4/24 Recap: All Our Research in One Place!
December 19, 2024

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Q3/24 Recap: All Our Research in One Place!
October 7, 2024

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Canadian Small-Cap Takeouts - Part Three
September 5, 2024

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Q2/24 Recap: All Our Research in One Place!
July 2, 2024

Oilfield Services Stocks

Oilfield Services: Still Way Too Cheap
June 24, 2024

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Uranium: Updating Our Thesis
May 27, 2024

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Canadian Small-Cap Takeouts - Part Two
May 13, 2024

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Top Ideas from
VRIC 2024
January 26, 2024

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Canadian Small-Cap Takeouts
November 7, 2023

Infra Small Cap

Small-Caps with Torque to Infra Spending
August 15, 2023

Restaurant Royalties

Restaurant Royalties:
Going as Planned
May 23, 2023

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Energy Storage:
The Missing Piece
March 9, 2023

Mining Streams

Mining Royalties &
Streams: A Quick Primer
January 25, 2023

Oilfield Services Stocks

Oilfield Services: Another Great Year Ahead
January 11, 2023

Restaurant Royalties

Restaurant Royalties: The Real Inflation Hedge
November 29, 2022

Cooling towers of a power plant releasing steam against a cloudy sky.

Uranium: Asymmetry
at its Finest
November 23, 2022

Green cannabis plants growing inside a large commercial indoor greenhouse with overhead lights and fans.

U.S. Cannabis: Evaluating
the Recent Changes 
November 14, 2022

Industrial plant with blue structural framework and shiny metal pipes running throughout.

Manganese: The Forgotten Battery Metal
November 8, 2022