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Finance & Markets

Fairfax’s Watsa Bets On IDBI Payoff As India Booms, Report Says

Canadian billionaire Prem Watsa is betting that his Fairfax Financial Holdings Ltd.’s acquisition of IDBI Bank Ltd. will pay off given India’s growth prospects, the Economic Times reported.

We haven't written up this one. Bloomberg has the full story — the link below goes straight to it.

Read the original at bloomberg.com →

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New Matt Faherty study of the NSF

From the Executive Summary: Therefore, the NSF, NIH, and the federal government should put far more resources and effort into developing metascience.

  • Matt Faherty's study urges increased NSF resources for metascience development.
  • Metascience could test NSF funding reform proposals like people-over-projects model.
  • September 2026 NSF Office of Metascience aligns with Faherty's recommendations.

Could Shopify Stock Repeat Amazon's Run Since 2007?

The e-commerce platform is about as big now as Amazon was in 2007. But does the stock give buyers the same room to grow?

  • Shopify's stock price nearing new record at $170.
  • Shopify's 2025 revenue of $13.3 billion compared to Amazon's $14.8 billion in 2007.
  • Shopify's 2025 GMV growth of 29%, more than Amazon's 2007 growth.

1 Stat That Makes Walt Disney (DIS) Hard to Ignore This October

Strategic pivots and leadership changes over the past few years have pressured this consumer discretionary stock.

  • Walt Disney's forward P/E ratio of 13.8 is lower than S&P 500's 19.6
  • Investors find Disney potentially attractive investment despite record-high market
  • Company successfully transitioned to streaming era with Disney+, Hulu, ESPN

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