Category "Business Models"
Playing the plan: Mawer’s global small cap portfolio | EP63
Deputy CIO Christian Deckart discusses natural contradictions in the portfolio and how the team plays “intellectual best ball. ”
What the FAANG is going on? | EP62
Exploring the why behind the FAANG’s outsized stock returns and the overall challenges of valuating tech companies.
Playing the plan: Mawer’s global equity portfolio | EP52
CIO Paul Moroz discusses how we’ve approach building resilient global portfolios over the years, the new “Cold War” between China and the U. S. and its wider reaching impact, and how “the real money’s in the holding. ”
Quarterly update | Q4 2019 | EP50
Featuring insights from the fourth quarter from Balanced and Global Balanced Fund co-manager and Asset Mix Chair, Greg Peterson.
Playing the plan: Mawer’s Canadian equity portfolio | EP49
Director of Research and Canadian equity lead manager, Vijay Viswanathan[about/people/vijay-viswanathan/?stage=Stage], discusses risks and opportunities in Canada, the cannabis industry’s value chain, and potential transformations to the food retailer business model.
Technical debt | EP48
This episode, we interview our Head of Information Security and Infrastructure, Dwight Pratt, and Equity Analyst, Karan Phadke, on the ramifications of technical debt to businesses and investors.
Subscribe to receive our latest insights and quarterly updates.