Part 2: The Retail Investor Feedback Loop
Unlike professional fund managers, retail investors typically base their investment decisions almost entirely on recommendations from friends, colleagues, group members (social/sports clubs, community groups, etc.), family, trusted financial writers (journalists, newsletter writers), investment advisors (for those who can afford them) and—for momentum-oriented investors—social media influencers.
We’re all in Defense Tech now…
Thoughts from Israel DefenseTech 2026 and the current state of the industry.
Part 1: Investor Relations in the Age of the Price-Setting Retail Investor
Retail investors now hold the majority of the world’s publicly-traded shares (Indefi Research). This trend is expected to continue through 2030, by which time individual investors are expected to own over 60% of the world’s publicly-traded AUM.
Fueled by low/no commission platforms like Robinhood, investors are increasingly eschewing traditional advisors and mutual funds in favor of self-directed trading. The result: Retail ownership and influence continue to rise across market caps, with small- and micro-cap companies seeing the most pronounced increases.
What is space tech and whats Israelis role really?
Israel is rapidly emerging as a genuine powerhouse in the global tech sector. Space is no longer just about exploration; it has become foundational infrastructure for communications, security, and climate intelligence, with the global space economy now approaching $600 Billion and undergoing rapid structural change.
Israel, the Original Deep Tech Nation
I recently attended a number of Deeptech Week events organized by Startup Nation Central last week. This is a summary of my thoughts and findings from this week.
One of the first panels of the day described Deeptech as the series of technologies that were born from extensive research operations before any development actions could take place.
Often, but not exclusively, Deep technologies have hardware, software and interactive components that reshape and rethink the manner in which data and activities are processed
The week was filled with discussions about Energy, Infrastructure, Physics, Chip design and their translations into photonics, batteries & energy management, quantum computing and, of course, applied artificial intelligence.
Israeli Tech: A Hidden Goldmine for Growth Investors
The Israeli technology sector has long been dubbed the “Startup Nation,” but today’s most compelling opportunity isn’t in early-stage ventures—it’s in the overlooked middle market. Companies with values between $30M and $300M represent a sweet spot because they have proven business models and continued growth potential, and right now, many are seeking liquidity events within the next two years.
Fairness Opinions in Canada: it’s about more than being “fair”
As we’ve learned from our previous articles, fairness opinions are not explicit requirements in corporate environments but such bodies of work represent the multitude of best practices that ensure that members of a board have their personal liability limited under certain circumstances like related-party transactions, proposed mergers and plans of arrangements.
Israel and the AI Wars
After a recent review of Startup Nation Central’s September 8th report on AI Adoption in Israel I was struck by the contrast between Israel and the Rest of the World (ROW) usage and adoption of AI in their daily operations. In Israel, AI offerings are not a tool used only for automation or minor “finishing” improvements to products, but AI is everywhere Because AI ubiquitous in Israeli organizations they are creating a foundational re-thinking of the way that products are built and services are delivered.
Fairness Opinions: Session 1
A fairness opinion is a letter issued by an independent financial advisory firm, typically an investment bank, that provides an expert judgment on whether the financial terms of a deal are "fair" to a specific party, such as a company's shareholders or board of directors. While not a guarantee of a deal's success or a recommendation on how to vote, a fairness opinion is a cornerstone of good corporate governance, designed to protect directors and instill confidence in stakeholders.
