What’s love got to do with it? (Investing)
Leave it to the “boring” folks at Mawer to turn an idea about love into a blog about investing.
(Not) boring finds for January 2019
This month, we raised our eyebrows at a visualization of global government debt, wondered about how much information in investing is too much, and agreed that sticking to a long-term strategy can help both investors and companies outperform over time.
One reason we look for great managers is because they frequently surprise on the upside by extending growth runways and increasing business durability, which ultimately leads to greater value.
(Not) boring finds for 2018
With reminders about volatility; a glance into the economics of craft beer; the consumer effects of trade wars; and demonstrating causality from McRib sales…these seven provide quite the spectrum.
‘Twas the week before Christmas
‘Twas the week before Christmas, so let’s set the scene: Just what the heck happened In 2018?
Coffee cup risk
It is much more valuable to have a probabilistic risk evaluation process.
(Not) boring finds for this week – November 28, 2018
This week we learned about e-krona, a digital currency in Sweden; the lasting impacts of Black Monday on Wall Street; how McRib availability can affect S&P 500 returns (hint: it can’t) and appreciated a few wise reminders on what to...