The-Art-of-Survival.jpg

The art of survival

The restaurant industry is tough. Virtually anyone with decent cooking skills and a modest amount of capital can open one; the barriers to entry are quite low.

June 26, 2014 4 Mins
Fraudster-Alert-10-Ways-Investors-Can-Avoid-Being-Duped.jpg

Fraudster alert: 10 ways investors can avoid being duped

History is ripe with hucksters. Investors were reminded of this again this month when stock market darling Gowex declared bankruptcy. It turns out the Spanish Wi-Fi provider’s fast growth and profitability were not only unbelievable, they were likely nonexistent.

June 17, 2014 11 Mins
The-Leopard-And-His-Spots-Deception-in-Emerging-Markets.jpg

The leopard and his spots: Deception in emerging markets

In a recent National Geographic article, paleontologists reported the discovery of a new fossil. The 126 million year old creature was given the name Cretophasmomima melanogramma which sounds slightly more exotic than its meaning: ancient black-lined stick insect.

May 29, 2014 2 Mins
Made-in-Detroit-Seeing-Value-Where-Others-Do-Not.jpg

Made in Detroit: Seeing value where others do not

A scrappy, twenty-something-year old from Detroit, Andy Didorosi does not fit into the typical image of American capitalism. Wearing neither a Wall Street power suit nor the dark-rimmed glasses and plaid shirt typical of a Silicon Valley startup, Andy is,...

May 22, 2014 5 Mins
The-Danger-in-a-Single-Story.jpg

The danger in a single story

In the months since the news of the crisis in Ukraine first broke, media outlets have followed a conflict that has gone from an internal matter to one that is international in scope. Not only are Russia and the U.S.

May 1, 2014 4 Mins
Engrained-Truth.jpg

Engrained “truths”

The date was November 9, 1989. George Bush Sr. sat in the oval office, a host of senior intelligence officers before him. These officers were in the midst of explaining to the President why the Berlin Wall was most certainly...

April 22, 2014 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
Not boring finds for February 2019

(Not) boring finds for February 2019

Our finds this month include a case for “Peak Investment Industry”; the surprisingly old history of modern ETFs; Jeff Bezos on the importance of being customer-focused; and the incredible advancements in augmented reality—imagine watching a full scale whale swim by...

March 1, 2019 1 Mins
Why culture is important to risk management

Why culture is important to risk management

One of the most important elements of our risk management framework is our decision-making environment. We spend a lot of time focusing on our team culture because it’s the foundation on which better investment decisions are made.

February 27, 2019 4 Mins
Whats love got to do with it investing

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.

February 12, 2019 10 Mins
Not boring finds January 2019

(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.

January 30, 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

Stay Curious

Subscribe to receive our latest insights and quarterly updates.


Popular Posts

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

Quarterly update | 1Q 2019 | EP33

Every BEEP matters

Why culture is important to risk management


Categories

(Not) Boring Links

Business Models

Investment Approach

Mental Models

Risk

Stay curious

Subscribe to receive our latest insights and quarterly updates.