Art of Boring was created for curious and passionate investors. We share strategies, frameworks, and insights to help readers and listeners make better investment decisions. Our aim? To provide some bottom-up, long-term investing signal to cut through the short-term noise.

Twas the week before Christmas 2019

‘Twas the week before Christmas

‘Twas the week before Christmas, and Mawer’s on the scene, to tell you the tale of 2019.

December 18, 2019 2 Mins
Not boring finds November 2019

(Not) boring finds for November 2019

This month, we learned how the 7 most common plots in storytelling can help investors; why analyzing historical returns usually needs more context; the case for “narrative economics”; and a look at the first map of America’s food supply chain.

November 27, 2019 2 Mins
Infinity symbol

Investing: The infinite game

Investing is a fitting example of an infinite game. Why is it that some players last longer in this game than others?

November 13, 2019 4 Mins
Not boring finds for October 2019

(Not) boring finds for October 2019

This month’s finds include a think-piece on the rise of negative interest rates; a spotlight on Shopify’s origins; what WeWork demonstrates about private vs. public markets for tech stocks; and a look into how humanity’s obsession with gambling has influenced mathematics.

October 30, 2019 2 Mins
Columbia Business School interviews Paul Moroz CIO

Columbia Business School interviews Mawer CIO

CIO Paul Moroz was interviewed by Columbia's Business School about how he got into investing, his experiences, and more.

October 23, 2019 34 Mins
Not boring finds for September 2019

(Not) boring finds for September 2019

Our finds this month include short, helpful investing philosophies to keep in mind and on hand; a case for statistical literacy in civic life; the intriguing history of money as a means of trade; and ways to handle our behavioural biases.

September 25, 2019 2 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
Playing the plan Mawer emerging markets equity portfolio EP30

Playing the plan: Mawer's emerging markets equity portfolio | EP30

Lead portfolio manager, Peter Lampert, discusses the current environment for the emerging markets equity portfolio.

March 6, 2019 18 Mins
Good travels The many business models found in the travel industry EP29

Good travels: The many business models found in the travel industry | EP29

On this episode, institutional portfolio manager, Rob Campbell, explores a few different types of business models in the travel industry and their respective risks and competitive advantages.

February 20, 2019 24 Mins
Defining intrinsic value in a stochastic world EP28

Defining intrinsic value in a stochastic world | EP28

Equity analyst, Justin Anderson, walks us through the definition of intrinsic value, how we model it, and some of the ways it might be influenced by technology now and in the future.

February 6, 2019 26 Mins
Trader talks EP27

Trader talk | EP27

Equity traders Merv Mendes and Peter Dmytruk discuss the evolution of the trading desk at Mawer, the difference between quantitative and qualitative data, and the value of relationship building.

January 23, 2019 32 Mins

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Quarterly update | Q4 2019 | EP50

(Not) boring finds for 2019

Investing: The infinite game

Technical debt | EP48


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