HeyJaredThe Valuation Desk
Detailed deep dives on compelling businesses, overlooked opportunities, and companies trading below intrinsic value.
- Indexed issues, last 90 days
- 7
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 3, 2026
Latest issues
Monument Mining Limited (TSX-V: MMY) - Q4 and Fiscal 2026 Results (opens the original)
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Ticker / Exchange: MMY — TSXVStock price: C$0.87 (2026-09-30)Market Cap: ~C$300MCash + Deposits: ~C$155MEnterprise Value: ~C$159MEV / FY2026 FCF: 1.6xAll figures in this review are in US dollars unless explicitly marked as C$ (Canadian dollars). Monument reports its financials in US dollars. Canadian dollar amounts are converted at 1.42 Canadian dollars per US dollar. Brief Reminder of the ThesisAfter a difficult shift from a depleted
Element Fleet Management (TSX: EFN) - Q2 2026 Earnings Review (opens the original)
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Company: Element Fleet Management Corp. Ticker / Exchange: EFN — TSX Market Cap: ~C$9.8BStock Price: C$24.79Forward 2026 P/E (adjusted): ~13xAll dollar amounts in USD unless otherwise stated. EFN reports in USD and shares trade on the TSX in CAD.<
Mainstreet Equity Corp (TSX: MEQ) - Q3 2026 Earnings Review (opens the original)
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Company: Mainstreet Equity CorpTicker / Exchange: MEQ — TSXMarket Cap: ~C$1.6BEnterprise Value: ~C$3.25BStock Price: C$170 (2026-08-12)<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!X6bT!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbda24bb3-4559-44d8-8599-225414919a5
Stingray Group - Q1 2027 Earnings Review (opens the original)
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Company: Stingray GroupTicker / Exchange: RAY— TSXMarket Cap: ~C$1.03BEnterprise Value: ~C$1.6BStock Price: C$15.41 (2026-08-10)TTM P/E: ~12x (Valuation Desk adjusted)Forward Free Cash Flow Multiple: ~6.7x (consensus)Where we left offIn June we published our <a href="https://thevaluationdesk1.substack.com/p/stingray-group-a-capital-ligh
Propel Holdings (TSX: PRL) - Q2 Earnings Review (opens the original)
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On the Q1 call in May, management told the market exactly what to expect. Q2 would show stronger revenue with profitability beginning to improve, and the real separation from 2025 would arrive in the third and fourth quarters. In our Q1 review we took them at their word and laid out why the setup supported it. Q2 did not wait for the back half. Revenue, Adjusted EBITDA, Adjusted Net Income and Adjusted EPS all set records in the same quarter.Revenue grew 26% to $179.6 million. Adjusted net incom
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