by Mark Bunting | Nov 22, 2020 | Blogs, Canada, Disruption, Investing, Media, Podcast, Stocks, Technology
Keith McCullough would be the first to tell you he’s a polarizing figure. But he doesn’t care. Since 2008, the Canadian-born founder and CEO of Hedgeye has been on a mission to deliver “hedge fund quality research to everyday investors.” The...
by Uncommon Sense Investor | Nov 22, 2020 | Big Picture, Blogs, Disruption, E-Commerce, Investing, Media, Podcast, Stocks, Technology, United States
We know the U.S. government is investigating big technology companies for their market dominance and possible monopolistic behaviour. But which markets and are these companies really monopolies? Does Amazon have 40% market share or 10%? Does Apple have 15% or 80%?...
by Uncommon Sense Investor | Nov 20, 2020 | Big Picture, Blogs, Disruption, E-Commerce, Investing, Stocks, Technology
What causes market bubbles and what causes them to pop? We feature highlights of a research report that takes a deep historical look at those questions and takes a microscope to large cap technology stocks. Are they in a bubble and are the conditions ripe for it to...
by Uncommon Sense Investor | Nov 16, 2020 | Blogs, Disruption, E-Commerce, Healthcare, Investing, Media, Stocks, Technology
Altimetry describes itself as a boutique financial research and publishing firm providing individual investors with unique, unbiased investment recommendations and analytics. Anthony Scilipoti, President & CEO, Veritas Investment Research, turned us on to them and...
by Mark Bunting | Nov 13, 2020 | Big Picture, Blogs, Disruption, Healthcare, Investing, Stocks, Technology
Even though we’ve all become epidemiology experts over the past several months, Peter Berezin walks the walk. The Chief Global Strategist at BCA Research earned a Master of Science from the London School of Economics back in the day so his insights into possible...
by Uncommon Sense Investor | Nov 12, 2020 | Big Picture, Blogs, Disruption, E-Commerce, Financials, Healthcare, Investing, Stocks, Technology
A debate is raging about whether we’re in the midst of a major shift, years in the making, from growth stocks to value stocks, now that a COVID-19 vaccine appears to be on the horizon. Some market participants say the time is now to buy inexpensive stocks...
