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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I liked your response to Bill on Shopify. You have considerable experience in portfolio management and probably with M&A activities too. This is a two part question.
You have been in situations where you got nervous with a 15% position in a single stock and assume it was not something like Nortel. I would appreciate if you could share with us how you handled it and what was the outcome; without giving specifics if you do not want to.
Secondly, everything has a price even if there are different metrics used for different businesses/sectors. There would be a price which even Lutke would find hard to resist. Retirement would not be a factor but for most retaiil investors it would be so. So at what price point however outlandish, would you advise to pack it in.
As always, i appreciate what you have to say.
Read Answer Asked by Rajiv on December 09, 2019
Q: Hello team,

Do you see today as a good buying opp for LSPD? Does a takeover rumor of SHOP really justify a drop in LSPD? To me, it doesn't seem like it, and the notion that it would , would be based on a lot of presumptions that the sale of SHOP would hurt Lightspeed in any meaningful way. I have seen days like this before and more often than not prove to be good buying opportunities in a short period of time. Your thoughts please, thanks.
Read Answer Asked by Shane on December 05, 2019
Q: If you were to speculate, can you list 2-3 companies for each that are the most likely to, or that make the most sense to, acquire them?
For GoEasy, would it be an alternative lender like home capital or equitable bank, or one or the big 5-6 banks?
For Shopify, would be another payment company like PayPal or MasterCard, a similar online Company like EBay, or a juggernaut like Amazon or Google who would swallow shopify up?

Thank you
Read Answer Asked by Summer on December 05, 2019
Q: This is more of a comment than a question. I too watched the interview with Bruce Flatt and walked away very impressed. I found his calm, rational demeanor to be quite encouraging. When he stated that he is more cautious now than in 2009 he said it was because they knew then they were buying assets at $.50 on the $1.00. I simply took that to mean that we are not in a recession and no such bargains exists.....which is not a bad thing. However, he is realistic enough to know that markets move up and down and when the next recession or downturn happens (whenever that may be) they have access to plenty of capital, are global in reach and have "feet on the ground" to take advantage of it. Glad you recommended it for the portfolio.
Read Answer Asked by Scott on December 04, 2019
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