Shopify – Shady Customer Acquisition Policies, Mounting Losses and a Crazy Valuation Nov1

Posted by & filed under Investing, Technology, White Papers/ Thought Pieces.

We believe Shopify is a cash flow negative, share-minting business facing severe competition operating in the cyclical industry and having highly questionable revenue streams, all the while priced to an unattainable scenario of high margin market domination and perfect execution

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Responsible Investing Rapidly Becoming Critical to Institutional Investors, According to New Aon Survey Oct4

Posted by & filed under ESG, White Papers/ Thought Pieces.

According to Aon’s survey of nearly 230 investment professionals globally, 85 percent report responsible investing is at least somewhat important to their organization, up from 68 percent in its 2018 survey. This growth occurred across all geographic regions and institutional investor types, which include corporate pensions, public pensions, endowments and foundations, and defined contribution plans

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