Value Hive Podcast

Tyler Kirkpatrick: Dream Unlimited (DRM), AutoCanada (ACQ) & All Things Canadian Value


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Alright, now onto this week's show!

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!

  • [0:00] Who is Tyler Patrick?
  • [8:30] Why invest in Canada? 
  • [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: 

    • Tyler's Twitter
    • Canadian Value Stock Blog
    • ...more
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      Value Hive PodcastBy Brandon Beylo

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