Shane Obata, CFA, MFin
@sobata416
Portfolio Manager at Middlefield (@MiddlefieldGrp). Lead on MINN and MDIV
ID: 1329243757
http://www.middlefield.com 05-04-2013 13:36:39
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A bear market and banking crisis: What money managers say could happen next: theglobeandmail.com/investing/glob… via Report on Business
How fund managers are playing the AI-fuelled tech rally - Report on Business theglobeandmail.com/investing/glob…
Sharing my quick hit on BNN with Amber Kanwar from last week. We talked about 1) Managing volatility in Tech, 2) The fundamental case for AI semis, 3) Threats to one of the world's most lucrative internet businesses... bnnbloomberg.ca/video/it-s-imp… ..and 4) AI derivative (i.e.
#Reddit is set to go public today after pricing its shares at $34, implying a valuation of $6.4 billion... cbc.ca/news/business/… ..Sharing a well researched piece by Jenna Benchetrit, which covers the company's social media properties, long (and unprofitable) history and
Watch our recent video with Passive Income Investing, where we dive deep into innovation stocks as we usher in the golden age of tech dividends! youtube.com/watch?v=T3vcTL…
Money manager Shane Obata (Shane Obata, CFA, MFin) doesn’t see a recession on the horizon and believes the current interest-rate-cutting cycle will be a boon for the companies he likes to invest in. “We’re trying to find companies with sustainable competitive advantages,” says Mr. Obata, a
Pleased to share my latest interview for The Globe and Mail, written up by Brenda Bouw. We cover 1) Broad markets / outlook, 2) Potential winners in the "next phase" of AI, 3) Opportunities in the video game industry...
Thanks for having me, inthemoneypod Amber Kanwar!
Nvidia has underperformed AMD and Intel in 2025 What does that say about the AI trade? Shane Obata, CFA, MFin joined us to talk all things tech $AMD $nvda $INTC WATCH HERE: youtu.be/2KLfIA_Tc-o?si…
Think Meta is a buy at a 5-month low? Think again says Shane Obata, CFA, MFin $META Watch the full interview: youtu.be/2KLfIA_Tc-o?si…