Portfolio Manager at Middlefield (@MiddlefieldGrp). Lead on MINN and MDIV
Toronto - Canada
Joined April 2013
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1st appearance on @inthemoneypod w/ @baystreetamber!
We covered many topics including:
- Our investment framework for AI
- And various stocks across the semiconductor, software, internet, memory, video game and e-commerce industries
youtube.com/watch?v=2KLfIA_T…
Shane Obata retweeted
Think Meta is a buy at a 5-month low?
Think again says @sobata416 $META
Watch the full interview: youtu.be/2KLfIA_Tc-o?si=ga2V…
Shane Obata retweeted
Nvidia has underperformed AMD and Intel in 2025
What does that say about the AI trade?
@sobata416 joined us to talk all things tech $AMD $nvda $INTC
WATCH HERE: youtu.be/2KLfIA_Tc-o?si=dysY…
Thanks for having me, @inthemoneypod @baystreetamber!
🚨 markets are selling off, tech is under pressure
Is the AI trade cracking? Level headed @sobata416 doesn't think so but he says you need to be responsible about how far you chase
Listen to the latest episode
Apple: podcasts.apple.com/ca/podcas…
Spotify: open.spotify.com/episode/21h…
Pleased to share my latest interview for @globeandmail, written up by Brenda Bouw. We cover 1) Broad markets / outlook, 2) Potential winners in the "next phase" of AI, 3) Opportunities in the video game industry...
Although some investors worry the recent market acceleration will soon head into reverse, money manager Shane Obata (@sobata416) sees more growth ahead, especially south of the border. “The U.S. economy continues to show resilience,” says Mr. Obata, a portfolio manager at Middlefield Ltd. in Toronto, who oversees about $550-million of his firm’s more than $2.6-billion in assets under management. Here’s what he’s buying and selling. theglobeandmail.com/investin…
Pleased to report that we had 3 of the top 10 best-performing ETFs in Canada for 2024...
..Our Innovation fund (MINN) was #1, followed by our US Equity fund (MUSA) at #3 and our Global Equity fund (MDIV) at #7:
morningstar.ca/ca/news/25901…
Shane Obata retweeted
Money manager Shane Obata (@sobata416) doesn’t see a recession on the horizon and believes the current interest-rate-cutting cycle will be a boon for the companies he likes to invest in. “We’re trying to find companies with sustainable competitive advantages,” says Mr. Obata, a portfolio manager at @MiddlefieldGrp
in Toronto. Here’s what he’s been buying and selling. theglobeandmail.com/investin…
Watch our recent video with @PassiveIncomeI6, where we dive deep into innovation stocks as we usher in the golden age of tech dividends!
youtube.com/watch?v=T3vcTLmB…
Pleased to share Middlefield's latest blog post on a big tech company that needs a big culture change...
middlefield.com/google-pleas…
#Reddit is set to go public today after pricing its shares at $34, implying a valuation of $6.4 billion...
cbc.ca/news/business/reddit-…
..Sharing a well researched piece by @jennabenchetrit, which covers the company's social media properties, long (and unprofitable) history and potential upside through AI licensing deals
Sharing my quick hit on BNN with @baystreetamber from last week. We talked about 1) Managing volatility in Tech, 2) The fundamental case for AI semis, 3) Threats to one of the world's most lucrative internet businesses...
bnnbloomberg.ca/video/it-s-i…
..and 4) AI derivative (i.e. Non-pure-play) ideas...
#OpenAI #AI #Innovation
Pleased to share my follow up "profile piece" with The Globe:
We cover the markets, my investment style as well as recent buying and selling activity in our Innovation ETF.
Thanks to Brenda Bouw for the write up!
theglobeandmail.com/investin…
How fund managers are playing the AI-fuelled tech rally - @globebusiness
theglobeandmail.com/investin…
Pleased to share our primer on dividend investing: middlefield.com/dividend-inv…
In this report, we try to answer the following questions:
- Why are dividends important for total returns?
- Why is dividend growth important?
- Why should investors avoid chasing yield?
See the video below for my top picks from Market Call last week:
More color here: bnnbloomberg.ca/shane-obata-….
youtube.com/watch?v=d8SyXAWc…
A bear market and banking crisis: What money managers say could happen next:
theglobeandmail.com/investin…
via @globebusiness
