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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.
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Oct 10, 2026
Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview with Mathieu Martin, Ryan Irvine and Teagon Murray
3:56
15:38

Robert KraftHOST
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?
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4:07Teagon MurrayGUEST
I mean, I think Matthew does a much better job of covering the overall market.
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4:15Teagon MurrayGUEST
So I try to do is look at what's happening in other parts of the capital structure of these companies.
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4:19Teagon MurrayGUEST
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.
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4:28Teagon MurrayGUEST
But if you look at what's actually happening on the debt side, it's quite interesting.
11 MINS LATER

Robert KraftHOST
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?