BIGGER than the Internet–m Motley Fool tease for Canada Stock Advisor of a software stock that will be a big part of $19 Trillion business

By bludolphint, September 13, 2018

This tease I am not sure if it was made in the regular SA and if Travis you’ve already covered it. It is about a Can Billionaire that made his money with Constellation Software. He is worth $20 B according to the article. But the point is they say he is investing in a smaller software co. that will be right in the middle of the emergence of a $19 T industry. I bring it up because M Fool has been fairly accurate for recommendations over the years I used to be subscribed, although usually exaggerated. Can you help me out on this one Travis or irregulars? It is interesting that I stopped my sub to M Fool because of this great site. I realised I didn’t have to spend $100’s for research that I can find here with my lifetime membership. Thank you Travis!

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5 Comments on " BIGGER than the Internet–m Motley Fool tease for Canada Stock Advisor of a software stock that will be a big part of $19 Trillion business"

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gdoggcrunch
Irregular
32

The guy has to be Mark Henri Leonard who is worth abound 1 billion not 20 billion. Constellation is worth about $20 Billion. So the question is what is that dude buying. Sound like some kind of IOT company or maybe Healthcare. Get me the MF link and I can probably figure it out tonight if Travis hasn’t posted the answer yet.

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Ben
Guest
0
How This Canadian CEO’s Bet Turned A Few Million into $20 BILLION Here the link to the video: https://www.fool.ca/order/nm30112017sac/?source=cx9spoeml0001885&utm_source=CA+Take+Stock&utm_campaign=e5ac1da49c-CA_SA_280818_M_SO_CCTV_ReclusiveCEO&utm_medium=email&utm_term=0_88070350e3-e5ac1da49c-113074237&mc_cid=e5ac1da49c&mc_eid=e8572807c9 And there the text of the received email from MF CA: Dear Fellow Investor, A reclusive Canadian CEO has turned a small initial investment of a few million dollars into a massive fortune of $20 BILLION over the past two decades. His uncanny ability to seemingly predict trends of the future before everyone else has helped him to create a fortune that ranks among the highest in Canada. Yet despite being arguably a top-10 business leader in the world and having… Read more »
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Pothead
Guest
0

Teaser doesn’t sound like it’s pitching a specific stock but the industry in general. Did a quick google search and the $19 trillion market appears to be Artificial Intelligence/Machine Learning, e.g. Watson by IBM. But IBM market cap is too big to fully capitalize when things start really taking off.

They aren’t many pure play A.I. software stocks out there but here are a couple that are proxies and getting some buzz in the press: YEXT, Cloudera (CLDR), Hortonworks (HDP), Alteryx (AYX), Appian (APPN).

Fairly recent article on software companies in the space: https://www.investors.com/news/technology/artificial-intelligence-stocks-application-software/

gdoggcrunch
Irregular
32

Seems like a TSX software company in AI from the video. Before I saw the video I thought it may be Open Text, but I suppose it could be Descartes too. I’ve not been able to identify an investment by Leonard in OTEX, but he definitely knows those folks. Good summary of the Canadian FANG/Docks here : https://www.theglobeandmail.com/investing/investment-ideas/article-meet-the-docks-the-faangs-of-the-tsx/

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gdoggcrunch
Irregular
32

And forgot to add that the key to Amazon is logistics and 3 of the “DOCKS” are logistics companies, but Kenaxis Stock appreciation seemed too high so that’s why I landed on DSG and OTEX. Could be something else too.

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