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
Playing the plan Mawers U.S. equity portfolio EP24

Playing the plan: Mawer’s U.S. equity portfolio | EP24

U.S. portfolio manager, Grayson Witcher, discusses the sustainability of U.S. earnings, some of the major position changes over the past two years, and overall team learnings.

December 18, 2018 32 Mins
On leadership and decision making

On leadership and decision-making: lessons from our president | EP23

In light of our president Michael Mezei’s upcoming retirement, he sits down to reflect on the many lessons in leadership he’s gained over the course of his career.

December 5, 2018 27 Mins
Managing investments for foundations and not for profits EP22

Managing investments for foundations and not-for-profits | EP22

Institutional portfolio manager, Andrew Johnson, discusses key investment issues foundations and not-for-profits are facing in today's environment

November 28, 2018 33 Mins
Playing the plan Mawers global small cap portfolio EP21

Playing the plan: Mawer’s global small cap portfolio | EP21

Deputy CIO, Christian Deckart, discusses global small cap portfolio holdings to demonstrate the small cap life cycle, how M&As present a double-edged sword, and how the team continues to turn over new stones.

November 21, 2018 24 Mins
The art of the management team interview EP20

The art of the management team interview | EP20

Global small cap equity analyst, Karan Phadke, discusses his experience interviewing management teams. He reveals why assessing a management team’s strength is so important to our investment philosophy, the characteristics we look for, and explains the difference between an “architect”...

November 7, 2018 27 Mins
Playing the plan Mawer international equity portfolio EP19

Playing the plan: Mawer’s international equity portfolio | EP19

David Ragan, co-manager of Mawer’s international equity strategies, discusses the current economic environment, what changes have been made to the portfolio as a result, and highlights holdings in the exciting worlds of nanotechnology, door locks, and pharmacies.

October 24, 2018 35 Mins

Stay Curious

Subscribe to receive our latest insights and quarterly updates.


Popular Posts

Technical debt

Mawer Insight: Q&A with CIO | EP36

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

Defining intrinsic value in a stochastic world | EP28


Categories

(Not) Boring Links

Business Models

Investment Approach

Mental Models

Risk

Stay curious

Subscribe to receive our latest insights and quarterly updates.