Mawer’s 2019 summer reads
Given the extent of voracious readers we have here at Mawer, pulling together a recommended reads post is no easy task!
(Not) boring finds for June 2019
This month we learned that broader lessons from history have more leverage; how the shifts over time in the intangible tech economy are impacting businesses and consumers; that AIs are getting more lifelike and creative; and that it’s important to...
A fish doesn’t know it’s surrounded by water: The importance of investing globally
We have found that many Canadian investors—or any investor, for that matter—can be reluctant to diversify beyond their borders, but portfolios solely invested in Canada might as well be an egg crate on a rickety motorcycle.
Over the long-term, the accumulated costs of technical debt can have a financial impact on a company and its shareholders.
(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.
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.
(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.