Shane Obata, CFA, MFin (@sobata416) 's Twitter Profile
Shane Obata, CFA, MFin

@sobata416

Portfolio Manager at Middlefield (@MiddlefieldGrp). Lead on MINN and MDIV

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linkhttp://www.middlefield.com calendar_today05-04-2013 13:36:39

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Shane Obata, CFA, MFin (@sobata416) 's Twitter Profile Photo

See the video below for my top picks from Market Call last week: More color here: bnnbloomberg.ca/shane-obata-s-…. youtube.com/watch?v=d8SyXA…

Shane Obata, CFA, MFin (@sobata416) 's Twitter Profile Photo

Pleased to share my follow up "profile piece" with The Globe: We cover the markets, my investment style as well as recent buying and selling activity in our Innovation ETF. Thanks to Brenda Bouw for the write up! theglobeandmail.com/investing/glob…

Shane Obata, CFA, MFin (@sobata416) 's Twitter Profile Photo

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.

Shane Obata, CFA, MFin (@sobata416) 's Twitter Profile Photo

#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

Shane Obata, CFA, MFin (@sobata416) 's Twitter Profile Photo

Pleased to share Middlefield's latest blog post on a big tech company that needs a big culture change... middlefield.com/google-please-…

Shane Obata, CFA, MFin (@sobata416) 's Twitter Profile Photo

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…

Globe Advisor (@globeadvisor) 's Twitter Profile Photo

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

Money manager Shane Obata (<a href="/sobata416/">Shane Obata, CFA, MFin</a>) 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
Shane Obata, CFA, MFin (@sobata416) 's Twitter Profile Photo

Pleased to report that we had 3 of the top 10 best-performing ETFs in Canada for 2024... ..Our Innovation fund (MINN) was #1, followed by our US Equity fund (MUSA) at #3 and our Global Equity fund (MDIV) at #7: morningstar.ca/ca/news/259015…

Shane Obata, CFA, MFin (@sobata416) 's Twitter Profile Photo

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...

inthemoneypod (@inthemoneypod) 's Twitter Profile Photo

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…