As Canada continues its march into the Digital Economy, technology is quickly becoming the great equalizer. Firms are digitizing their processes, as well as the ways they reach and interact with customers. Digitization has given rise to an abundance of data, and in today’s world, this data has enormous value. Companies are now measured by [....]
What drives a stock price higher? While the question may come across as rhetorical, it ties into the very essence of stock market investing. The answer may shock you for how simple and trivial it is. It’s all about having more buyers than sellers. It’s ideal to be the first person in the stock, but [....]
Earlier this year, the economist Richard Thaler was recognized by the Nobel Committee for his contributions to behavioral economics. Mr. Thaler’s work challenges the very notion that individuals are ‘rational’ actors looking to maximise their utility, a cornerstone in the fundamentals underlying the study of economics. 18 years ago, Fed Chair Alan Greenspan coined the [....]
Investing in the FANGs It’s so easy to be long the FANGs, but it’s more difficult to be long for the right reasons. Sure Amazon is disrupting retail, FB and Google’s mobile ad revenues are soaring and Netflix is growing and preserving subscribers at an incredible rate, however, it’s worth taking a deeper look at [....]
Thank you to my uncle Hani who unearthed this beautiful gem of a photo. Setting: My hometown of Amman in Jordan. Period: Specifically, this is a photo of the 1st Circle in Amman, one of the busiest areas of the capital. The photograph was likely captured sometime in the late 70’s to early ’80s. Why [....]
I really hate commenting on market speculation but Andrew Left’s attack on Shopify today was self-righteous, malicious and misguided on so many fronts. Shopify dropped like a rock on the basis of a short report issued by his firm, Citron Research. The company’s track record is shoddy at best, and their arguments are designed to [....]
Heartbroken, hurt, horrified and helpless. These are just some of the adjectives that I could use to describe how I felt when I turned on the TV later this afternoon. I’m sure the same applies to all of you. Today it was Paris. Yesterday it was the Paris of the Middle East, Beirut. Every day, [....]
