Boudreau Capital

Substack

@boudreau-capital

Nicolas Boudreau is the author of the Boudreau Capital Newsletter, a Substack publication focused on stocks, REITs, and finance. He analyzes individual companies, including turnaround situations and infrastructure plays. Boudreau also shares insights from his own investment experiences, such as lessons learned from investing in REITs.

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Investment Ideas

Pitch4755.T

Boudreau Capital on 4755.T (4755.T)

Mar 7, 2026boudreaucapital.substack.com

PitchBBD-B.TOBombardier Inc.

Bombardier Inc. (BBD-B.TO) 投资分析

Feb 17, 2026boudreaucapital.substack.com

BullishBDRBFBombardier Inc.

Bombardier 2025 Review: Turnaround Completed, Time To Go On The Offensive

Feb 16, 2026boudreaucapital.substack.com

Analysis1111.SRSaudi Tadawul Group Holding Company

Saudi Arabia: Two Interesting Infrastructure Stock Ideas

Feb 4, 2026boudreaucapital.substack.com

BullishBAThe Boeing Company

Boeing is starting to turn the corner (Q4 2025)

Jan 28, 2026boudreaucapital.substack.com

PitchPOW.TOPower Corporation of Canada

Boudreau Capital Portfolio Review - Power Corporation of Canada

Jun 22, 2025joinyellowbrick.com

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