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 | 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 | Apr 14, 2023 | Big Picture, Canada, Disruption, Financial Planning, Financials, Interviews, Investing, Media, Stocks, Technology, Top Ideas, United States, Videos
Brookfield Asset Management and the big U.S. banks look very interesting. Amid bank earnings season and simmering issues in commercial real estate, John O”Connell and Don Ritchie are busy analyzing various companies and their respective stocks....
by Mark Bunting | Mar 31, 2023 | Big Picture, Canada, E-Commerce, Financial Planning, Financials, Interviews, Investing, Stocks, Technology, Top Ideas
Part two of our conversation with John O’Connell and Don Ritchie of Davis Rea Investment Counsel. A lot of investors have been piling into MAGMA stocks amid the simmering banking crisis in the U.S. on the idea that Microsoft, Apple, Google, Meta and...
by Uncommon Sense Investor | Mar 10, 2023 | Big Picture, Blogs, Canada, Disruption, Investing, Stocks, Technology, Top Ideas, United States
It is not surprising the CEO of OpenAI is enthusiastic about his company’s language processing tool, or artificial intelligence chatbot, ChatGPT. But some of Sam Altman’s comments in a highly anticipated fireside chat smacked of hyperbole. He asserted that...