Thought Leadership

Good investors continuously refine their craft.

This includes staying current on industry news, reviewing and altering personal strategies and learning from others.

Below, we try to share and educate relevant material that will help you be a better investor. There is no one strategy that works. Get educated, choose your best path, and keep learning to make yourself a better investor.

Latest Research

April 11, 2021: Canadian capital markets have a better week following recent turbulence

April 11, 2021: Canadian capital markets have a better week following recent turbulence

After a few weeks of relatively muted capital markets activity, this past week witnessed a bit of on uptick in innovation sector related public market financings. That said, private markets activity was very robust as well, exceeding public market financings. We’re encouraged with the level of support Kneat (KSI-TSXV) has received from investors; a stock we covered for a few years as sell side equity analysts. Sophic Client, AnalytixInsight (ALY-TSXV), could benefit from anticipation of its MarketWall unit’s business-to-consumer user growth at Intesa Sanpaolo alone. We published a research piece highlighting our conservative estimate of what every 100,000 MarketWall users could add to AnalytixInsight’s share price. We also investigate how the stock could benefit when analyzing potential revenues generated by users. Another Sophic client, Mijem (private) announced an investment by noted technology entrepreneur Calvin Ayre, founder of venture capital firm Ayre Group Ventures and blockchain conglomerate CoinGeek. In the USA, Coinbase released monster Q1/21 metrics ahead of a highly anticipated direct listing this coming week. Following suit, cryptocurrency exchange Kraken, could go public as well. We are also looking forward to the public markets debut by Topps, Grab, and Didi.

read article
AnalytixInsight’s MarketWall Interest Should Reward Investors

AnalytixInsight’s MarketWall Interest Should Reward Investors

Anticipation of MarketWall’s business-to-consumer user growth at Intesa Sanpaolo alone could significantly benefit AnalytixInsight’s stock price. We conservatively estimate what every 100,000 MarketWall users could add to AnalytixInsight’s share price. We also investigate how the stock could benefit when analyzing potential revenues generated by users.

read article
April 04, 2021: Relatively muted holiday shortened capital markets week in North America

April 04, 2021: Relatively muted holiday shortened capital markets week in North America

The holiday shortened past week saw muted capital markets activity in public equity markets in Canada and the USA, on the heels of a turbulent few weeks. In Canada, Sophic Client, AnalytixInsight (ALY-TSXV, ATIXF-OTCQB) announced a transformative regulatory approval as an online financial broker by the Italian financial markets regulator. As a result, the platform will allow users to trade stocks, options, and derivatives in Italy and later in other European countries. Quisitive (QUIS-TSXV) announced a major acquisition in the financial services vertical. In the USA, we’re looking forward to Coinbase’s direct listing in mid-April. The Invesco Solar ETF (TAN-NYSE), had a strong finish to the week following Biden infrastructure plan, as did Sophic client, UGE International (UGE-TSXV, UGEIF-OTC).

read article
Legend Power Systems Powers Ahead

Legend Power Systems Powers Ahead

Commercial real estate owners have excessive operating costs and unplanned capital expenditures due to power grid instability. The combination of electrification and renewable energy are going to compound grid instability and increase these excessive costs. Plus governments have implemented carbon emission reduction targets that commercial property owners will have to abide by. Legend Power Systems has the solutions to quantify and reduce these excessive costs.

read article
AnalytixInsight’s MarketWall Levels the Playing Field for Retail Investors

AnalytixInsight’s MarketWall Levels the Playing Field for Retail Investors

Retail investors were active in the stock market during 2020 and into 2021. Governments and regulatory bodies throughout the world are concerned about whether investors have access to sufficient information to make informed investment decisions.
AnalytixInsight’s machine-driven investment research can empower retail investors to help make informed investment decisions, and online brokers are noticing.

read article
March 28, 2021: Canadian capital markets see slight uptick, even as North American investors exhibit price sensitivity

March 28, 2021: Canadian capital markets see slight uptick, even as North American investors exhibit price sensitivity

After a few weeks of volatility in Canadian capital markets, last week saw a bit of an uptick in activity. That said, we’re hearing investors are pushing back on some richly valued new issues. We’re excited to see MDA (a Canadian company we’ve known as 15 years as sell side equity analysts) could be a public company once again. In the USA, Robinhood has filed confidentially for a US IPO. Both Robinhood & SoFi have indicated they will let retail investors buy into IPOs. We’re also watching Coursera’s IPO, as many influential investors COVID could forever change education. WeWork could go public via a SPAC. In the US too, recent IPO debuts by Vizio and DigitalOcean suggest investors could be more price sensitive with regards to new issues than in the past few months.

read article

Past Research

April 11, 2021: Canadian capital markets have a better week following recent turbulence

April 11, 2021: Canadian capital markets have a better week following recent turbulence

After a few weeks of relatively muted capital markets activity, this past week witnessed a bit of on uptick in innovation sector related public market financings. That said, private markets activity was very robust as well, exceeding public market financings. We’re encouraged with the level of support Kneat (KSI-TSXV) has received from investors; a stock we covered for a few years as sell side equity analysts. Sophic Client, AnalytixInsight (ALY-TSXV), could benefit from anticipation of its MarketWall unit’s business-to-consumer user growth at Intesa Sanpaolo alone. We published a research piece highlighting our conservative estimate of what every 100,000 MarketWall users could add to AnalytixInsight’s share price. We also investigate how the stock could benefit when analyzing potential revenues generated by users. Another Sophic client, Mijem (private) announced an investment by noted technology entrepreneur Calvin Ayre, founder of venture capital firm Ayre Group Ventures and blockchain conglomerate CoinGeek. In the USA, Coinbase released monster Q1/21 metrics ahead of a highly anticipated direct listing this coming week. Following suit, cryptocurrency exchange Kraken, could go public as well. We are also looking forward to the public markets debut by Topps, Grab, and Didi.

AnalytixInsight’s MarketWall Interest Should Reward Investors

AnalytixInsight’s MarketWall Interest Should Reward Investors

Anticipation of MarketWall’s business-to-consumer user growth at Intesa Sanpaolo alone could significantly benefit AnalytixInsight’s stock price. We conservatively estimate what every 100,000 MarketWall users could add to AnalytixInsight’s share price. We also investigate how the stock could benefit when analyzing potential revenues generated by users.

April 04, 2021: Relatively muted holiday shortened capital markets week in North America

April 04, 2021: Relatively muted holiday shortened capital markets week in North America

The holiday shortened past week saw muted capital markets activity in public equity markets in Canada and the USA, on the heels of a turbulent few weeks. In Canada, Sophic Client, AnalytixInsight (ALY-TSXV, ATIXF-OTCQB) announced a transformative regulatory approval as an online financial broker by the Italian financial markets regulator. As a result, the platform will allow users to trade stocks, options, and derivatives in Italy and later in other European countries. Quisitive (QUIS-TSXV) announced a major acquisition in the financial services vertical. In the USA, we’re looking forward to Coinbase’s direct listing in mid-April. The Invesco Solar ETF (TAN-NYSE), had a strong finish to the week following Biden infrastructure plan, as did Sophic client, UGE International (UGE-TSXV, UGEIF-OTC).