by Uncommon Sense Investor | Sep 30, 2023 | Big Picture, Canada, Disruption, E-Commerce, Feature, Financial Planning, Interviews, Investing, Media, Stocks, Technology, Top Ideas, United States, Videos
By now, you likely know John O’Connell spends a lot of time reading and thinking about technological trends, what’s coming next and how clients can profit by owning shares of the largest, most dominant, innovative companies. The Chair, CEO and CIO of Davis...
by Uncommon Sense Investor | Sep 9, 2023 | Big Picture, Blogs, Canada, Disruption, E-Commerce, Feature, Investing, Stocks, Technology, United States
by Morgan Stanley Research The U.S. Department of Justice (DoJ) vs. Google trial will begin on September 12 and the key focus for investors is whether we’ll see changes to Google’s Search contracts. We quantify the risk to Google (GOOGL) and Apple (AAPL)...
by Mark Bunting | Sep 9, 2023 | Big Picture, Blogs, Canada, E-Commerce, Investing, Stocks, Top Ideas, United States
This company is the “best idea in retail, hands down” over a six-month, one-year, three-year, and five-year time duration. “No company has more torque in their model.” And the Chairman and CEO, who is “very macro aware and...
by Mark Bunting | Aug 18, 2023 | Big Picture, Canada, Disruption, E-Commerce, Financial Planning, Interviews, Investing, Stocks, Technology, Top Ideas, United States, Videos
Unless you’ve taken a six month holiday off the grid, you know that artificial intelligence has become an intense area of interest. Although, judging by the Google Search Trends chart above, the mania appears to have peaked for now. However, many...
by Mark Bunting | Aug 4, 2023 | Big Picture, Canada, Disruption, E-Commerce, Financial Planning, Financials, Investing, Investments, Stocks, Technology, Top Ideas, United States, Videos
Why the Economic Cycle May Have Bottomed and a Recession is Not Inevitable. Why This Market is Similar to 1987 & 1998-1999. This Stock Could Have a Meta-Like Resurgence. John O’Connell, Chairman, CEO & CIO,...
by Uncommon Sense Investor | May 20, 2023 | Big Picture, Blogs, Canada, Disruption, E-Commerce, Investing, Stocks, Technology, Top Ideas, United States
Do you use Meta’s messaging service WhatsApp? If your answer is no, that’s not uncommon for people who live in Canada and the United States. The messaging app, which Facebook (now Meta) bought nine years ago for $19 billion, is much more popular in Europe,...