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Teagon Murray

Canadian value investor, organizer of the Canadian Value Investing meetup in Calgary, and guest on the Planet MicroCap Podcast discussing Canadian microcap markets.

Oct 10, 2026

3:56
So what's been your take on Canadian capital markets thus far? What have you been seeing? What's worked? What hasn't? You know, what's been going on from your perspective?
4:06
Well, a few things.
4:07
I mean, I think Matthew does a much better job of covering the overall market.
4:10
But what I've seen is, so my background is actual corporate banking.
4:15
So I try to do is look at what's happening in other parts of the capital structure of these companies.
4:19
So what's really changed, I think, is on the cannabis side, it's sort of some recognition, but not a lot of recognition of the improvements in the underlying business.
4:28
But if you look at what's actually happening on the debt side, it's quite interesting.

11 MINS LATER

15:38
How do you start thinking about some of these names in terms of price discovery or hitting various catalysts? Like, what's your thought process there when you're evaluating, you know, potentially doing one-on-ones with them at an event or hitting them up or provide coverage?

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