Legado Associates

We 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 situations.

The 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).

Note: we are currently not taking on any new clients.

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Some Articles on Technology and Investment

• Lessons from the Superbubbles I - Hemingway's Law (Canadian MoneySaver, June 2012)

• Punishing the Pretenders (Canadian MoneySaver, September 2011)

• The Next Crisis: Sovereign Debt (Canadian MoneySaver, October 2010)

• On the Nature of Financial Crises (Canadian MoneySaver, November 2009) - Lessons from past fiascos.

• Into the Storm (Canadian MoneySaver, April 2009) - The most important thing you need to know about the Nikkei Crash. Profile of a Bubble Economy.

• The Eerie Zone (Canadian MoneySaver, Feb 2009) - A moment's calm before the storm resumes.

• Preparing For the Bear (Canadian MoneySaver, Sep 2008) - Why is this bear market unlike those of the recent past?

• End of a Mania (Canadian MoneySaver. Sep 2007) - The closing act in the greatest bubble of all time. The Tech Portfolio gets out while the getting's good.

• The Gullible Century (April 2007). The Internet has been bad news for critical thinking.

• The Great Decline (Canadian MoneySaver. Oct 2006) Rocky times ahead for investors.

• Technology Portfolio Update: Easy on the Tar! (Canadian MoneySaver. Jan 2006)

• Treasure Map: The Next Internet Frontier (National Post. 2005) - Heads up, there's a new cool in town.

• Music Industry still clueless (National Post. July 2005) - Same old song, same old insanity.

• Blogs? zzzzzz... (National Post. June 2005) - The coming Blog "revolution" is overrated.

• Wikipedia: The new know-it-all (National Post. Feb 2005) - A new paradigm means doom for an old industry.

• Software will stay put (National Post. Oct. 2004) - Software outsourcing hysteria, the new Y2K.

• Behold, the God Box (National Post. July 2004) - Less's Law, hard drives and the death of the music industry

• Linux's Lucky Lawsuit (National Post. August 2003) - why the SCO lawsuit is good news for Linux

• The Jackboot Paradox and the Fall of the Music Industry (National Post. April 2003) - how the music industry can fix itself

• How to Stop Worrying and Love the Bear Market (Globe and Mail - Globefund.com, Dec 2002)

• 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

• Are you the next Enron? (CMS, Mar 2002) - market outlook & portfolio commentary

• Worse yet to come for telecom industry (National Post, Feb 2002) - more bad news for Nortel et al.

• The hardest word (National Post, Jan 2002) - tech guru George Gilder needs to do some soul-searching.

• Top Technology Picks for 2002 (CMS, Jan 2002)

• Profits and Perils in the Tech Stock Bear Market (CMS, Oct 2001)

• Forget the Fed, save yourself (National Post, Aug 2001) - Greenspan probably won't be able to bail us out this time around

• Future Perfect (MoneySense, July 2001) - introduction to a powerful investment technique

• The Gorilla Game's big losers (National Post, Mar 2001) - Two fatal flaws behind this popular "strategy"

• The Internet Implosion (National Post, Jan 2000) - an accurate prediction of the tech crash, two months before it happened

• Technology Stocks Go Wild: Surfing the Tidal Wave (CMS, Jan 2000) - wow, the mother of all bull markets

• A New Year Embarrassment for Y2K doomsters (National Post, Oct 1999) - prediction of the Y2K bust

Services

• Investing in Tech Stocks - Seminar/Tutorial

• Portfolio Strategies and stock selection

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