Tyler Kirkpatrick: Canadian Value w/ DRM and ACQ



Tyler Kirkpatrick runs the Canadian Value Stocks Blog. He is a production manager at a waste container company that has achieved a 19.19% annualized return from 2016 to 2020, which outperforms the S&P 500 by 53%.

In this week’s episode, we get to know him, why he invests in Canada, his best investment yet, his two highest conviction bets, and what other companies he has his eye on. Tyler’s success shows that value investing is alive and well in Canada! Cheers for Canadian value stocks.

  • [0:00] Who is Tyler Patrick?
  • [8:30] Why invest in Canadian Value stocks?
  • [16:00] Integrated Asset Management
  • [25:00] Outsiders CEOs
  • [33:00] Dream Unlimited (DRM) Bull Thesis
  • [53:00] AutoCanada (ACQ) Bull Thesis
  • [1:08:00] Tyler’s Watchlist
  • [1:15:00] Closing Questions

If you like what you heard and want to learn more about Tyler, check out these links:

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