Category "(Not) Boring Links"

Not boring finds for January 3 2018

(Not) boring finds for January 2018

To kick off the new year we’ve started with some duly needed market apprehension from Howard Marks; a searing look into big tech; a more nuanced understanding of what motivates Russia; and were reminded how in this new era of...

January 3, 2018 2 Mins
Not boring finds for 2017

(Not) boring finds for 2017

Below are some of our favourite links from the year—from the inescapability of bias, to cracking cryptocurrencies, pondering the man vs. machine debate, and learning the art of asset allocation—we think it's a good gamut to send off 2017.

December 27, 2017 4 Mins
Not boring finds for december

(Not) boring finds for December 2017

This month, we learned how Himalayan villagers may have more advanced lighting than New Yorkers; uncovered the surprisingly dark underbelly of online mattress wars; read a balanced bitcoin bulletin; and vicariously indulged in some dinners that made history.

December 6, 2017 2 Mins
Not boring finds November

(Not) boring finds for November 2017

This month we learn how to spot grey rhinos instead of black swans; about the impending software apocalypse; the necessity of stress testing; why we need self-awareness; and, that Gord Downie is one of the best things about what it...

November 1, 2017 3 Mins
Not boring finds october

(Not) boring finds for October 2017

This month we are hosting a live webcast on finding opportunities in a time of higher interest rates, fuller valuations, and increased risk; reminding ourselves to focus on focusing more effectively; learning about the unintended consequences of innovation; exploring what...

October 4, 2017 3 Mins
Not boring finds September

(Not) boring finds for September 2017

This month we learned investors may want to think more like virologists; to start preparing our goodbyes to the internal combustion engine; that interpreting correlations between the economy and a stock may be moot; how Microsoft can learn from the...

September 6, 2017 2 Mins

Stay Curious

Subscribe to receive our latest insights and quarterly updates.


Popular Posts

Mawer market update March 2020 | EP55

Negative interest rates in an unprecedented time | EP51

Playing the plan: Mawer’s Canadian equity portfolio | EP57

The reverse roadshow | EP54


Categories

(Not) Boring Links

Business Models

Investment Approach

Mental Models

Risk

Stay curious

Subscribe to receive our latest insights and quarterly updates.