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(Not) boring finds for April 2015

Our team occasionally uncovers signal in the daily parsing of noise. Since such information can be easily passed over, we thought we’d make it a habit to share some links that we’ve liked recently.

April 23, 2015 4 Mins
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Rockin’ and rollin’ in China

The Chinese stock market has been very hot as of late. Many Chinese indices are up dramatically over the last twelve months. For example, the China Shenzhen SE Index is up 117%, making China by far the best performing market...

April 21, 2015 4 Mins
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Unlocking India’s potential

I stepped out of the airplane to an immediate assault on the senses. As the jet’s engines wound down a steady racket of car horns arose from the chaos of Jaipur’s streets.

April 7, 2015 8 Mins
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A tribute to Lee Kuan Yew

If a person's legacy is to be measured by his contributions to society, then Lee Kuan Yew ranks among the great heroes. Singapore's founding father was largely responsible for building the Singapore that we know today, and he is overwhelmingly...

March 27, 2015 3 Mins
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The Dave Semenko principle: Focusing on your area of genius*

There are two main world views relating to how we see our weaknesses. The first—and far more conventional one—is that people should seek to excel at everything in life.

March 25, 2015 3 Mins
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Quick win: The problem with saying yes

When you say yes to doing something you’re not good at, you are also saying no to something you are.

March 17, 2015 1 Mins
Not boring finds for May 2019

(Not) boring finds for May 2019

The need to check and recheck your numbers, a bull market for baby teeth, the lures of personal finance personalities, and how Instagram is becoming the new mall…it was an interesting month.

May 30, 2019 2 Mins
Strategy beyond scale in commoditized industries

Strategy beyond scale in commoditized industries

We believe smaller players can be competitive, profitable, and create value in commoditized and competitive markets—the crux is having an effective strategy.

May 15, 2019 7 Mins
Not boring finds for April 2019

(Not) boring finds for April 2019

Our finds this month include thoughts about growth prospects for the world’s major economies, the world’s first glimpse of a black hole, Howard Marks on the need for responsible capitalism, and how the business of content streaming is going to evolve.

May 1, 2019 2 Mins
Be a cog not a clog Servicing complex value chains

Be a cog, not a clog: Servicing complex value chains

It all comes down to the value proposition a company provides to the client.

April 17, 2019 4 Mins
Not boring finds for March 2019

(Not) boring finds for March 2019

Our finds this month include insights into the future of ecommerce, why investing in good service can bolster a business model, Howard Marks on what an investor needs to succeed, and a nudge to laugh a bit more in the office.

March 27, 2019 2 Mins
Every BEEP matters

Every BEEP matters

We focus on best execution (avoiding the steamroller), but also try not to lose sight of the knowledge that a penny lost might be worth dollars of return should our investment thesis be correct.

March 20, 2019 6 Mins
Mawer Insight Q and A with CIO EP36

Mawer Insight: Q&A with CIO | EP36

CIO, Paul Moroz, answers clients’ questions about the current economic environment and how Mawer is positioning its portfolios.

May 29, 2019 35 Mins
Deep dive The U.S. healthcare industry EP35

Deep dive: The U.S. healthcare industry | EP35

Equity analyst and previous biomedical researcher, Amit Shah, discusses the healthcare industry in the U.S.

May 22, 2019 19 Mins
Playing the plan Mawer Canadian small cap portfolio EP34

Playing the plan: Mawer’s Canadian small cap portfolio | EP34

Lead manager Jeff Mo discusses the psychology that drove the Canadian economy over the past 6 months, the correlation between Canadian and emerging markets equities, and what a holding “meeting our expectations” means at Mawer.

May 8, 2019 25 Mins
Quarterly update Q1 2019 EP33

Quarterly update | 1Q 2019 | EP33

Featuring insights from the first quarter from Balanced and Global Balanced Fund co-manager and Asset Mix Chair, Greg Peterson.

April 10, 2019 17 Mins
Playing the plan Mawer Canadian equity portfolio EP32

Playing the plan: Mawer’s Canadian equity portfolio | EP32

Director of Research and Canadian equity lead manager Vijay Viswanathan discusses the overall Canadian economy, the problem with investing in natural gas and gold, and the amount of foreign exposure in the portfolio.

April 3, 2019 40 Mins
Decentralized structures a competitive advantage EP31 2

Decentralized structures: a competitive advantage | EP31

Equity analyst John Wilson discusses how decentralized organizations can maintain agility and operational excellence as a defense to the negative aspects of change.

March 13, 2019 25 Mins

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