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MicroCaps.ca Investment Scorecard
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This scorecard is an independent investment research tool built to apply Warren Buffett and Charlie Munger's investment principles to the Canadian microcap universe.

What this is

The MicroCaps.ca Investment Scorecard is a self-directed research resource covering 148 publicly listed Canadian companies on the TSX Venture Exchange (TSXV) and Toronto Stock Exchange (TSX). Each company is evaluated through the lens of the Buffett/Munger investment framework — a set of qualitative and quantitative principles developed over decades of practice by Warren Buffett and Charlie Munger at Berkshire Hathaway.

The scorecard was built in April 2026 as a structured tool to support capital allocation decisions within a Canadian holdco and trust structure, with emphasis on long-term compounding, capital preservation, and eligible dividend income.

The five-pillar framework

Every company is scored 1–10 across five dimensions:

  • Economic moat — durability of competitive advantage, pricing power, and structural barriers to competition.
  • Management quality — owner-operator alignment, insider ownership, and capital allocation discipline.
  • Financial strength — balance sheet health, free cash flow, debt levels, and absence of dilution.
  • Earnings predictability — revenue recurrence, earnings visibility, and business model stability.
  • Margin of safety — discount of current price to estimated intrinsic value based on a conservative 10-year DCF.

Scores feed into an overall composite verdict: Strong Buy, Buy, Watch, Pass, or Avoid. Target buy prices incorporate a 25% margin of safety applied to the base-case intrinsic value estimate.

Methodology notes

Pillar scores are qualitative assessments informed by publicly available financial statements, management disclosure, insider trading records, and sector analysis. Financial trend charts and owner earnings estimates on individual company pages are indicative models derived from pillar scores — they are not sourced directly from company filings. Investors should verify all figures against official company disclosures on SEDAR+ or the company's investor relations page before making any investment decision.

The interactive DCF calculator on each company page uses a 10-year explicit forecast period with a terminal growth rate of 3% and a default discount rate of 9%. These are starting-point assumptions that each investor should adjust to reflect their own required rate of return and scenario assumptions.

Who built this

This scorecard was developed by an independent post-exit investor managing capital through a Canadian holdco and trust structure. It is not affiliated with any broker, investment dealer, fund manager, or financial institution. No compensation was received from any company listed in the scorecard.

Contact

For questions, corrections, or feedback on the analysis, please use the contact details provided on any communication associated with this resource. Errors and corrections are welcomed and will be incorporated in future updates.

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For informational purposes only — not investment advice — April 2026