Shane Obata

Portfolio Manager at Middlefield (@MiddlefieldGrp). Lead on MINN and MDIV

[Shane Obata @sobata416]

1st appearance on @inthemoneypod w/ @baystreetamber!

We covered many topics including:
- Our investment framework for AI
- And various stocks across the semiconductor, software, internet, memory, video game and e-commerce industries

https://t.co/aW4zU3NLyn

[inthemoneypod @inthemoneypod]

Think Meta is a buy at a 5-month low?

Think again says @sobata416 $META

Watch the full interview: https://t.co/uGK93CmDB0

[inthemoneypod @inthemoneypod]

Nvidia has underperformed AMD and Intel in 2025

What does that say about the AI trade?

@sobata416 joined us to talk all things tech $AMD $nvda $INTC

WATCH HERE: https://t.co/QNSRpgJzKI

[Shane Obata @sobata416]

Thanks for having me, @inthemoneypod @baystreetamber!

[inthemoneypod @inthemoneypod]

🚨 markets are selling off, tech is under pressure

Is the AI trade cracking? Level headed @sobata416 doesn't think so but he says you need to be responsible about how far you chase

Listen to the latest episode

Apple: https://t.co/ZkwCdLkbOg

Spotify: https://t.co/ziYpz8Wm4F

[Shane Obata @sobata416]

Pleased to share my latest interview for @globeandmail, written up by Brenda Bouw. We cover 1) Broad markets / outlook, 2) Potential winners in the "next phase" of AI, 3) Opportunities in the video game industry...

[Globe Advisor @GlobeAdvisor]

Although some investors worry the recent market acceleration will soon head into reverse, money manager Shane Obata (@sobata416) sees more growth ahead, especially south of the border. “The U.S. economy continues to show resilience,” says Mr. Obata, a portfolio manager at Middlefield Ltd. in Toronto, who oversees about $550-million of his firm’s more than $2.6-billion in assets under management. Here’s what he’s buying and selling. https://t.co/chzkGGZK12

[Shane Obata @sobata416]

Pleased to report that we had 3 of the top 10 best-performing ETFs in Canada for 2024...

..Our Innovation fund (MINN) was #1, followed by our US Equity fund (MUSA) at #3 and our Global Equity fund (MDIV) at #7:

https://t.co/PmecevZZMG

[Globe Advisor @GlobeAdvisor]

Money manager Shane Obata (@sobata416) doesn’t see a recession on the horizon and believes the current interest-rate-cutting cycle will be a boon for the companies he likes to invest in. “We’re trying to find companies with sustainable competitive advantages,” says Mr. Obata, a portfolio manager at @MiddlefieldGrp
in Toronto. Here’s what he’s been buying and selling. https://t.co/fnALY52EHZ

[Shane Obata @sobata416]

Watch our recent video with @PassiveIncomeI6, where we dive deep into innovation stocks as we usher in the golden age of tech dividends!

https://t.co/caaOWo1oYr

[Shane Obata @sobata416]

Pleased to share Middlefield's latest blog post on a big tech company that needs a big culture change...

https://t.co/n5pzFjc6py

[Shane Obata @sobata416]

@RealSalluKhan @baystreetamber @BNNBloomberg @JonErlichman Past picks are not necessarily indicative of actual performance. Please listen to our recent webinar at https://t.co/GVQj37kKT4

[Shane Obata @sobata416]

Sharing my quick hit on BNN with @baystreetamber from last week. We talked about 1) Managing volatility in Tech, 2) The fundamental case for AI semis, 3) Threats to one of the world's most lucrative internet businesses...

https://t.co/EYy9WgFZwe

..and 4) AI derivative (i.e. Non-pure-play) ideas...

#OpenAI #AI #Innovation

[Shane Obata @sobata416]

#Reddit is set to go public today after pricing its shares at $34, implying a valuation of $6.4 billion...

https://t.co/FXLOuXH5RJ

..Sharing a well researched piece by @jennabenchetrit, which covers the company's social media properties, long (and unprofitable) history and potential upside through AI licensing deals

[Shane Obata @sobata416]

Pleased to share my follow up "profile piece" with The Globe:

We cover the markets, my investment style as well as recent buying and selling activity in our Innovation ETF.

Thanks to Brenda Bouw for the write up!

https://t.co/jM7JiGpAM4

[Shane Obata @sobata416]

How fund managers are playing the AI-fuelled tech rally - @globebusiness

https://t.co/CzirGN0aRn

[Shane Obata @sobata416]

- How is Middlefield's process different?

[Shane Obata @sobata416]

Pleased to share our primer on dividend investing: https://t.co/X6P4K7fHsG

In this report, we try to answer the following questions:

- Why are dividends important for total returns?
- Why is dividend growth important?
- Why should investors avoid chasing yield?

[Shane Obata @sobata416]

See the video below for my top picks from Market Call last week:

More color here: https://t.co/S3UIJyqRQm.

https://t.co/sj2DaHx1xz