Cohere scenarios
Cohere's search for a competitive advantage in an intensely competitive field.
9 min read
Latest posts
Cohere and AI polemics
A semi-deep dive into AI and one of the most buzzy startups in Canada, Cohere. Featuring John Ruffolo.
4 min read
Andrew Wilkinson: Tall tales of the Tiny tycoon
An empire builder and weaver of webs. A "self-made" "billionaire". We add some context to his book Never Enough.
12 min read
Montreal's Bellini family is buying Manhattan commercial Real Estate
Some opportunistic commercial real estate investing.
1 min read
Wes Hall, the Canadian Meghan Markle
An update on Wes Hall. Is he the Canadian Nelson Mandela or the Canadian Meghan Markle?
5 min read
Ninepoint and Third Eye gate their fund...again
Stuck in the middle with Third Eye's half-seeing king.
9 min read
Tech/VC
paid
Allen Lau, an emerging Innovation Messiah
Venture Capitalist Allen Lau, a John Ruffolo sidekick at the Circle Jerk of Canadian Innovators, wants to be a thought leader.
5 min read
Moses Znaimer is making moves backed by Prem Watsa
Moses Znaimer has cornered the market for hyper local content in Canada.
3 min read
Montreal Emerging manager B-CAP
Bouthillier Capital (B-CAP) is an emerging manager based in Montreal with international pedigree.
4 min read
Jeff Banfield retires again
Jeff Banfield has graciously acceded to my demands and retired from the hedge fund industry. This is an appreciation.
5 min read
Private Debt Funds
paid
Som Seif's Driven is in a state of flux
A $200m acquisition seems to be a shell of its former self.
2 min read