Jon Cukiewar lays out the goeasy thesis $GSY $EHMEF

Jon Cukiewar, Founder of Sohra Peak Capital, discusses his ivnestment thesis for goeasy (in Canada under $GSY; in U.S. under $EHMEF). Jon does a deep dive into the company's history before explaining how they can get such great returns and why he sees continued strong growth in their future.

Jon's twitter: https://twitter.com/JonCukierwar
Sohra Peak's website: https://www.sohrapeakcapital.com/disclaimer

Chapters
0:00 Intro
1:40 goeasy overview and background
15:00 Discussing goeasy's valuation versus U.S. peers
18:15 How can goeasy consistently get over 20% returns on equity
28:40 goeasy's strong capital allocation
30:45 Why is goeasy paying a dividend?
35:55 How do goeasy's borrowers perform when the economy takes a turn?
38:35 Regulatory environment and concerns
43:15 What's goeasy's advantage as they move into new lending niches?
44:45 Revisiting valuation / how does this outperform going forward?
55:25 Discussing the lendcare acquisition
59;40 Jon's closing thoughts