TorontoRaptorsFan

Of course you won't. I won't either. But when the total cost of not owning a car and using a car service instead saves you 5-10X per year over the cost of buying/maintaining a new car then the next time you need a new car you may choose not to buy one, but rather sell your used car for what you can get for it and sign up for the car service instead. Hence why all the big tech players (Google, Apple, Microsoft, etc) see it coming and want a piece of the pie. They'll roll out ride sharing naturally in larger cities (NYC, London, Tokyo, LA) and then roll it out elsewhere. At some population point it doesn't make sense (less than <25,000)

It's a waste of time to debate politics on message boards. If people are so concerned about making a difference run for office.

I've been looking at it too. They now have a product to compete against Square and charge a lower processing fee.

At the Fairfax/Premier dinner someone asked an excellent question to the Fairfax management team as to why they didn't purchase or make more investments in a See's Candy type business and instead waste them on investments like Canwest, GM, Torstar etc. What would make me happy is if they aimed for more singles and doubles (Apple, Brookfield, etc) than placing bets on companies like Torstar and GM. I really enjoy investing in companies which are well run, name brand businesses getting temporarily beaten up (Chipotle) and Fairfax is at that point I feel now to do extremely well going forward.

Apple

I became a minimalist a couple of years ago. Best move I ever made. Buying fewer items but of the highest quality has served me well. I hope to be mortgage free within a year or so. Then really looking forward to seeing what the future holds...

Hi Sanjeev, I would like to thank you and Alnesh for being gracious hosts at the Premier/Fairfax dinner a couple of nights ago. I appreciate all the hard work you've put in for a worthy cause. I enjoyed the speaker lineup you put together. And dinner was terrific. It was great making new friends and seeing ones from previous years. Thank you again, Anthony

Until interest rates climb it will be status quo.

Ok I signed up. I'm sure one or two ideas will easily pay back the subscription price.

The last Garth Turner blog talked about the Real Estate Expo in Toronto... :o http://torontolife.com/real-estate/think-going-go-even-sky-high-wealth-expo-attendees-talk-torontos-housing-market/

The money raised is going towards a great cause. Sanjeev and Alnesh devote a lot of time to plan this event and it's always been a success! I look forward to seeing everyone again and hearing some wonderful speakers. I usually sit at a random table and find someone fascinating to talk to. Last year it was Jake Rosser from Coho Capital who is extremely smart and was kind enough to share his ideas with me.

Sanjeev, I truly appreciate all the hard work that you, Alnesh, and your team do in putting together this dinner. We look forward to making another donation for the dinner and the worthy cause it's going to support. I look forward to seeing you again next month.

Scott, with all the in-fighting going on perhaps you need to host a "Festival of Friendship" 8)

You're still obsessing about these political threads? If you had spent more time obsessing about your investment portfolio you would have done better than -9% last year! Nonetheless I always enjoy reading your posts. I just hope you vote next time.

please don't slander my country, the majority of americans do not approve of trump's initial days in office. http://fortune.com/2017/01/29/donald-trump-approval-rating-gallup/ It's still early days for Trump's Presidency. Perhaps the better analysis is to judge it 4 years from now. Besides if you took a poll of those living in the Confederate states before the Civil War I'm sure Lincoln approval ratings would have been dismal. Oftentimes whether you agree or disagree leaders have to make difficult decisions. Hindsight is always 20/20. Personally I think way too many people here are getting bent out of shape for no reason at all especially those who have no way to influence policy making decisions.

I think that would be a very good game. Dallas has been fun to watch this year. Raiders could be a dark horse!

Yes he was a megalomaniac but look what happened when they got rid of him, Gaddafi, and Assad (barely). Those creeps were a system of checks and balances in the region. When they disappeared chaos, ensued.

I should also add that Nike continues to build up an extensive patent portfolio which will allow them to stay several steps ahead UA & Adidas. http://www.investors.com/news/a-nike-apple-watch-an-under-armour-baseball-line-patents-hold-secrets/

I think it's hilarious to see so many people here get worked up about the election yet have no control over the situation. Second point is I also think a lot of people are foolish for putting down Trump when he's clearly been a success in life. I'm still laughing about the thread where a lot of people here were saying they would rather have Buffett's life than Trump's - which is crazy.

It's not. Just remember the Steph Curry white chef shoe debacle. Fortune August 2016 To be sure, Nike’s business (U.S. sales) is still by far the largest, generating $3.74 billion in sales in the most recent period versus $877.6 million for Adidas and $827 million for Under Armour.

And no, I don't have to respect people's choices when they are bad choices. When it comes to corruption and lies there are actually metrics and facts they can look at. Here's corruption and lies metric: Which candidate is under criminal investigation by the FBI with a highly likely indictment forthcoming? Clinton ...... YES Trump ....... NO It appears to be multiple investigations - the misuse of classified information (email server) and the Foundation. And if your choice of media is CNN, you wouldn't even know it. I can't stand Van Jones. I wish they fired him when they fired Donna Brazile. I just wish CNN was more neutral. They'll line their expert panel with 8 Clinton supporters and only 2 Trump supporters (Jeffrey Lord and Kayleigh McEnany).

Speak for yourself, Speech Policeman. I appreciate DTE's anecdotal evidence. I too have found DTE's thoughts to be useful for many years! +1 +1 Why are you guys so rude? Just CCPLZ, he's COBF resident keyboard warrior.

I find this very hard to believe. Just on shoe loyalty alone I see far more people walking around wearing Nike Flyknits or Jordans than I do New Balance, UA, or Adidas. You'll see the avalanche of news about Nike later this month when the self lacing shoes start selling. Nike on R&D alone is miles ahead of any competitor. And Mark Parker is a far more savvy CEO than Kevin Plank. Bonus too since Tim Cook sits on the BOD for Nike!

Nike (NKE) Self lacing shoes start selling next month Nike watch in collaboration with Apple now available Being a lot more strategic with endorsement contracts

The problem is that this has been true for a long time and for whatever reason, Bauer has just never worked out for anyone. Hockey is growing, especially in the US. The margins shouldn't be terrible. Yet with Bauer, my outside perspective is that they've made too many poor acquisitions that weren't really necessary and if anything diminished their brand. Nike couldn't even make them work. Immigrants don't tend to enrol their kids in hockey. Boomers are going to stop playing soon. It's a shitty business. Rogers was foolish to pay $5.2 billion for the hockey tv rights.