offer equity research and investment consulting
services to private and institutional investors
looking for extraordinary returns in the
technology sector as well as analysis of special
cornerstone of our investment philosophy in the
tech sector is a value-based approach coupled
with an insider's view on the world of
technology. For portfolio strategies we rely
heavily on behavioral finance and historical
research. (For more details about us see bios).
we are currently not taking on any new clients.
Articles on Technology and Investment
- Into the Storm
MoneySaver, April 2009) - The most
important thing you need to know about
the Nikkei Crash. Profile of a Bubble
- The Eerie Zone (Canadian
MoneySaver, Feb 2009) - A moment's calm
before the storm resumes.
- Preparing For the
MoneySaver, Sep 2008) - Why is this bear
market unlike those of the recent past?
- End of a Mania
Sep 2007) - The closing act in the
greatest bubble of all time. The Tech
Portfolio gets out while the getting's
- Blogs? zzzzzz... (National
Post. June 2005) - The coming Blog
"revolution" is overrated.
- Behold, the God Box (National
Post. July 2004) - Less's Law, hard
drives and the death of the music
- Time to Buy
Telecom (National Post. July
2002) - the worst wasn't over but this
commentary correctly predicted the right
time to buy back into telecoms.
- Bubblemania (National
Post. May 2002) - new regulation won't
prevent another Enron
(National Post, Jan 2002) - tech guru
George Gilder needs to do some
- Future Perfect (MoneySense,
July 2001) - introduction to a powerful
- The Internet
Implosion (National Post, Jan
2000) - an accurate prediction of the
tech crash, two months before it happened