Decision-making under risk and uncertainty
We know we can’t predict the future (read: unknowns), but we can account for the likelihood of some scenarios.
Why public investors should care about the rise of private investment
To be sure, there are many reasons a company may prefer to turn to private investors over more traditional public markets, but as more companies choose private funding when they need to raise capital, what are the implications for investors...
A selective approach to equity markets
Last week, Morningstar interviewed international equity portfolio manager David Ragan about finding resilient stocks in international markets during turbulent times.
(Not) boring finds for this week – October 3, 2018
Our reading list this week considers factors leading to the next market correction; stock-based compensation; golfing economists; and the pitfalls of generalization.
The competitive advantages of decentralized structures
How can a business continue to grow while still retaining the internal characteristics that helped contribute to its past success?
(Not) boring finds for this week – September 5, 2018
A reminder to focus on the long-term; a look at growing corporate debt levels; a helpful explanation of stock buy backs, and a tip to improve the workplace. It’s been an illuminating week.
Canadian lifecos: More than just insurance
Canadian insurance companies are no longer just in the business of selling insurance to Canadians. They function more like financial conglomerates, and that, for investors, is potentially a good thing.