Subject: Free-For-All: November 3, 2022

Free-For-All: November 3, 2022
In this week's Free-For-All session we covered the below topics:
  •  Macro commentary from Paul
  • Inversion of passive investing
  • Erebus Capital Update
  • Question on Volition Rx limited
  • Question on SRTS financials
  • The last bull leaders, are never the leaders of the next bull-market
  • Question on Healthcare defensive stocks
  • Question on what would you buy today?
  • Question on Well Health Technologies - And the term "Speculation"
  • Question on oil stocks
  • Question on UGE going private or companies going private in general
  • Majority of the Minority votes
  • Taking a company private, and the framework for investor analysis
  • Discussion on go-private model shared
  • Question on Departure Bay trading date
  • Question on oil price, and impacts an investment thesis on Bri-Chem
  • Question on Ceapro and IBEX Tech - Why one versus the other
  • Question on the exercise of taking companies private, and valuation
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