Date: Monday June 22, 2026
Time: 7:30pm, Pacific Time
Duration: As long as my brain is working
Where: Zoom (Registration)
** PLEASE SEE CAMERA REQUIREMENTS BELOW **
Frequently Asked Questions:
Q: What are you doing?
A: This will be somewhat different than my prior Late Night Finance sessions. I will conduct a brief portfolio review, and then I will begin a Canadian small-cap research session. This will be truly unrehearsed and I will go end-to-end from screening and then drilling into various stocks. It may be a bust, there might be some golden needles in the haystack – I truly don’t know. Likely result will be putting a few more onto the watchlist. I may wade into US smallcap and international smallcap (be warned – international is not my forte!).
To be clear, this will not be a session where I dump data into Claude and just read the output to you guys. This is bona-fide human research. It will be painfully slow. Think of this as “Twitch” except way less visually stimulating. (There is a website I wanted to use rather than Twitch for this analogy which I am sure you can think of).
Q: What do you mean by smallcap?
A: Roughly C$50M market cap and above.
Q: How do I register?
A: Zoom link is here. I’ll need your city/province or state and country, and if you have any questions in advance just add it to the “Questions and Comments” part of the form. You’ll instantly receive the login to the Zoom channel.
Q: Are you trying to spam me, try to sell me garbage, etc. if I register?
A: If you register for this, I will not harvest your email or send you any solicitations. Also I am not using this to pump and dump any securities to you, although I will certainly offer opinions on what I see. Perhaps you will want to front-run me.
Q: Why do I have to register? I just want to be anonymous.
A: I’m curious who you are as well.
Q: If I register and don’t show up, will you be mad at me?
A: No.
Q: Will you (Sacha) be on video (i.e. this isn’t just an audio-only stream)?
A: The majority will be on “screen share” mode with Browser / PDFs as I explain what’s going on in my mind as I present.
Q: Will I need to be on video?
A: ** PAY ATTENTION TO THIS ** You are required to be on camera, dress code is pajamas and upwards. Even if you are busy web surfing, I still want to see you. Quite frankly, I find it depressing to chat to a bunch of black boxes. If you are a black box for more than 5 minutes in the session I will kick you out of the meeting (don’t take offense, you can rejoin later).
Q: Can I be a silent participant?
A: Yes, although be warned – I will try to engage with you.
Q: Is there an archive of the video I can watch later if I can’t make it?
A: No. To be perfectly clear this is not recorded.
Q: Will there be a summary of the video?
A: No.
Q: Will there be some other video presentation in the future?
A: Most likely, yes.
13 in total attended. I’m impressed.
We did a brief overview of the portfolio.
The stock screen turned into more of a “random walk” of some companies in the $50M to $120M market cap range. Very broadly (you can probably infer the companies with these descriptions), a consumer products manufacturer; an online digital presence company; a forestry company; an industrial pollution controls company; a retail transportation company; a company owning a minority stake in a paper manufacturer; and finally an IT consulting firm.
I went on until about 1030pm. There were 2 other brave survivors at the end, which I appreciated.
If any of you have comments about the session, by all means, chime in here.