Mid Sept 2022 Update - $ISDR, $STC.to

not much going on

Very quiet this month for the companies that I follow closely.

Thoughts on Market Activity

The market sure seemed surprised by the CPI numbers being higher than expected. I don’t have anything constructive to add. I have been really surprised at the performance of some covid all stars that are now back below levels before covid started. Though many still seem expensive or at the very least, too hard for me. There has to be some winners in the carnage right?

Podcasts I Enjoyed

Neckar’s interview with Michael Mauboussin. Mauboussin is always a good listen. He is a good thinker in terms of complex systems. I also appreciate his candidness regarding his experience in the markets.

Other News

Rounded the corner on my last birthday in my 30s. Pretty wild. I thought I would have more figured out at this age. lol. It’s interesting to look back. It’s even more interesting to run into friends you haven’t seen in a while and see how your paths have differed.

I have a few posts coming out by the end of this month. I am thinking of getting back on Twitter and giving social media another chance.

Company Updates    

• Issuer Direct - ISDR 0.00%↑

  • Announced ADA and ACA compliance for IR websites

    • this was discussed a couple of conference calls ago and it’s nice to see them deliver on their promises.

• Sangoma Technologies - $STC.to

  • It was nice to see them execute some of their buyback although the volume is so small.

  • I was expecting to get a business update by now. I am a little worried about the next quarter and subsequent guidance.

Long - $ISDR, $STC.to