The Canadian Investor

The Canadian Investor: the AI labs are racing to become too big to fail

15 takeaways: Why a rate hike can hand income to households, the gap between what an AI subscription costs and what it buys, and a -17% housing-starts…

11 hrs ago • The Scuttlebutt

The Canadian Investor's hosts: the brands survived bankruptcy, the shareholders did not

14 lessons: Why Abercrombie needed 12 years to get back to its 2013 sales, what Crocs did instead of making itself less weird, and the exit rule both…

Sep 15 • The Scuttlebutt

Lululemon: comparable sales fell 10% and the full-year guide is now -5% to -7%

10 numbers: why 80% of BRP's margin damage is tariffs, the Bank Act clause that keeps US banks out of Canadian retail, and the $4.9B eBay stake propping…

Sep 12 • The Scuttlebutt

AppLovin: 900 employees, 85% margins, and a growth story that could break

11 takeaways: The drug-royalty company whose reported revenue is the wrong number, why one Vertex drug is a quarter of its cash, and the ad-tech…

Sep 2 • The Scuttlebutt

Ben Rabidoux and Ron Butler: every Ontario auto supplier gone by 2029, Toronto listings down 20%, and why Washington could target Canada's…

Consumer confidence turning just as the tariffs landed, a housing bottom Rabidoux calls a process not an event, Butler's guaranteed Bank of Canada call…

Aug 30 • The Scuttlebutt

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