Teachers Venture Growth and the ApplyBoard debacle
A long deep dive into another problematic investment by Teachers Venture Growth, ApplyBoard.
15 min read
Tech/VC
28 postsOntario Teachers Venture Growth and Captain Olivia Steedman
Teachers Venture Group falls short of its 30% annual return target, not surprisingly.
4 min read
Shopify, Tobi Lütke, MAGA & DOGE
MAGA fever is spreading in Canada. I inject the usual polemics.
7 min read
Tech, corporate welfare and Sheertex
This is the story of a textile entrepreneur who has raised US$250m, wants to transform the Western world into building more, but still needs a little help from a small, impoverished provincial government. Featuring drive-by smears of VC Allen Lau and Paul Desmarais III.
6 min read
Cohere scenarios
Cohere's search for a competitive advantage in an intensely competitive field.
9 min read
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 and address his net worth.
12 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
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
John Ruffolo update
A brief update on John Ruffolo’s Maverix Private Equity, focusing on some staff turnover.
3 min read
PWL: Tobi Lütke’s advisor is a renegade indexing evangelist
Cameron Passmore is a "rock-star" passive investor who doesn't practice your grandpa's indexing strategy.
9 min read