HeyJaredJon Erlichman
- Indexed articles, last 90 days
- 15
- Latest publication
- Sep 25, 2026
- Outlet visibility, for bnnbloomberg.ca
- Top 50K sites
- Earliest in this view
- Jul 10, 2026
Latest articles
Wall Street’s ‘dean of valuation’ grades 9 trillion-dollar stocks: Jon Erlichman (opens the original)
Read excerpt
A trillion dollars used to be a rare milestone. But in the eight years since Apple first accomplished the feat, more than a dozen companies have crossed the trillion-dollar threshold. Given that, does a trillion-dollar valuation alone make a stock worth buying? Aswath Damodaran doesn’t think so. The NYU finance professor, whom Wall Street calls the “dean of valuation,” walked us through his thinking in the latest episode of Ticker Take. He makes a distinction between pricing a stock and valuing
6 growth stocks ready to launch?: Jon Erlichman (opens the original)
Read excerpt
Is the growth trade running out of steam? Ryan Modesto doesn’t think so. He just thinks you have to be pickier. This week on Ticker Take, the growth investor told us the market is in better shape than the mood suggests. Stocks have moved sideways while earnings have kept rising. That has pushed the Nasdaq 100 back to valuations last seen at the 2022 lows. Money has been bouncing between software and AI names, which makes things choppy. But Modesto says that’s just rotation, rather than funds act
Robinhood beat Nvidia. Now it’s coming for Canada: Jon Erlichman (opens the original)
Read excerpt
TORONTO — If you were to guess which stocks have enjoyed the biggest runs in the past four and a half years, you might say Nvidia. Indeed, that is correct. But notably, shares of Robinhood have enjoyed an even greater climb during that same stretch. Not only has its disruptive approach won over investors. It has also enabled the Silicon Valley-based business to expand rapidly into new markets, including Canada. Robinhood officially launched in the Canadian market earlier this year, after complet
Capital, culture and Carney, inside Toronto’s biggest business week: Jon Erlichman (opens the original)
Read excerpt
From Hollywood agents to global pension fund executives, some of the world’s most deep pocketed players are in Toronto this week to do business. Prime Minister Mark Carney is hosting the first-ever Canada Investment Summit, while the Toronto International Film Festival (TIFF) takes place a few blocks away. It’s the kind of executive gathering you’d typically expect to see in Davos or at the Milken Institute Global Conference in Beverly Hills. Interestingly, Milken is hosting its first-ever Toron
AI bubble or not? Here are 6 stocks that work either way: Jon Erlichman (opens the original)
Read excerpt
Are we in an AI bubble, or is the boom just getting started? This week on Ticker Take, we put that question to Gil Luria, Head of Technology Research at D.A. Davidson. Luria doesn’t think we’re in one, at least not yet. The AI labs’ models are already good enough to drive real economic activity, he says, and that keeps expanding as usage grows. Big tech’s AI-exposed stocks, from Nvidia to Microsoft to Meta, are trading at low multiples relative to their own history, which is hard to square with
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
Top 50K sites
For bnnbloomberg.ca, the outlet · Measured Aug 1, 2026
Website popularity band, not a count of readers or article views.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.