Anthony Scilipoti
@ASclipoti
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Veritas Founder. Stoic Truth Warrior. Forensic Accountant. Investor Champion. Success Creator. Husband. Dad.
Toronto, Canada
Joined August 2014
We’re grateful to everyone who contributed, showed up, or supported this initiative. Together, we’re helping ease the burden on local food banks and bringing hope to families when they need it most.
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Of course, a heartfelt thank you to Diana Stapleton, Chair, and her incredible team of volunteers at WAES, who continue to serve the community despite being overwhelmed by a five-fold increase in demand since the beginning of COVID, a struggle shared by food banks across Canada.
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A big thank you to the generous help of the management team at the Canadian Superstore on Weston Road (special thanks to Jacinta Wong (Store Manager) and Rhea Shakeba (Assistant Store Manager),
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We’re proud to say that 100% of the proceeds were used to help those facing food insecurity. With the proceeds, our team loaded our carts with food and essential hygiene items and then delivered them to the Weston Area Emergency Support Center.
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On a recent brisk Saturday morning, a team of staff, friends, and family members of Veritas rallied together to support our community. Through The Veritas Foundation, we raised nearly $5,000 in our annual holiday food drive. https://t.co/ioyqD6R7PN
@VeritasCharity #charity
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As I said in the article, “Those investing in AI are buying a dream. The moment there are cracks in the belief system, then people start asking more questions.”
Our CEO, Anthony Scilipoti, was also quoted, making the point that the expensive GPUs being used today won't have a long lifespan. In financial filings, hyperscalers estimate a timeframe of four to six years, partly due to the release of new chip models. @ASclipoti 9/11
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If you haven't read Warren Buffett's last letter to shareholders, don't miss it. I love how it ends. Beautiful point on the cleaning lady. chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/ https://t.co/IwaUMQz7lW
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This is where we can demonstrate the value of independent research.
Often there are times when we are the only Sell on the Street. Such is the case with Telus. As The Globe outlines, our Analyst, Liam Gallagher, recently downgraded Telus to Sell and is the only analyst with a Sell rating on the stock. https://t.co/nsbUKrz4oy $TU $T.TO 1/10
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We are so proud to spearhead this very important initiative. Through The Veritas Foundation, 100% of money raised receives donation receipts. Feel free to sign up and join our volunteers as we buy and bring the items directly to WAES. Thanks for your support! @VeritasCharity
We've launched our annual Veritas Holiday Food Drive in support of the Weston Area Emergency Support (WAES) charity. Please help by donating here: https://t.co/68XDWjabdC 1/6
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We've been tracking our Sell recommendations for 25 years now. As this Globe article says, because we're independent of investment banking, we're able to call them as we see them. 1/3 https://t.co/RiFu79GWmV
theglobeandmail.com
A look at popular stock and ETF targets over the past month
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I've said this before - Nothing matters until it matters and when it matters, it matters a lot.
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Conclusion - the circularity of cash flows is now more material, more widespread, and much more conspicuous. Few look closely at NVDA's accounting because it is all about growth. But ASC606 and ASC323 may get in the way of growth expectations. #accountants 2/3
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Everyone has heard of Nvidia's circular transactions with OpenAI. We have identified another 80-100 circular deals of Nvidia's. From our recent report: $NVDA #accounting #artificial_intelligence 1/3
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At Veritas, we take pride in being an accounting-first investment research firm. This week, in what has become an annual event, we hosted International Accounting Standards Board members at our office for a lively discussion on upcoming changes to #accounting standards. 1/9
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Once again, thank you to everyone who attended and tuned into our 13th Annual Veritas Real Estate Conference last week. For those of you who couldn't join us, we thought we'd share a few key slides from the day. 1/5
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We've provided details of all sessions for next week's Veritas Real Estate Conference, except this one. It may turn out to be the most interesting, given that Canada's multi-residential development landscape is going through such a profound reset. https://t.co/SQPRzlQAMe 1/6
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I'm just writing up my opening remarks now and reflecting on the past year. What a wild year, and so much we learned last year turned out to be true (in many cases, unfortunately, as the downturn deepens). Can't wait to find out what we learn this year.
We are excited to announce the full agenda for next Wednesday's 13th Annual Veritas Great Canadian Real Estate Conference. There are just a few seats left! One week to go! Download the agenda: https://t.co/ZHhrp0jpJb
@JohnPasalis @ronmortgageguy @daniel_foch @ASclipoti
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Retail real estate has shown surprising resilience in 2025, but questions remain about what's driving momentum and whether it will last. Join us next week as we explore the forces shaping Canadian retail real estate today and into the next decade. https://t.co/SQPRzlR8BM 1/4
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These four are some of the most knowledgeable people in the housing industry in the country. This is going to be the highlight of the day.
Is the dream of home ownership in Canada slipping away? We're pleased to announce the details of our headline event at this year's Veritas Great Canadian Real Estate Conference. https://t.co/SQPRzlR8BM
@ronmortgageguy @JohnPasalis @daniel_foch 1/12
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Martin Pradier, our Materials Analyst, joined BNN Bloomberg on Friday to discuss his outlook for #gold and #copper and his TOP PICKs. https://t.co/DBsfS2ngZn 1/9
bnnbloomberg.ca
Martin Pradier, equity research analyst at Veritas Investment Research, joins BNN Bloomberg to discuss the copper and gold markets.
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