Art of Boring was created for curious and passionate investors. We share strategies, frameworks, and insights to help readers and listeners make better investment decisions. Our aim? To provide some bottom-up, long-term investing signal to cut through the short-term noise.

Not boring finds for June 2020

(Not) boring finds for June 2020

Howard Marks sent a memo; Ray Dalio explained the last 500 years as they related to empires and reserve currencies; we learned a new word, “shoshin”; and scanned a lot of charts about U. S. advertising revenue trends.

June 30, 2020 2 Mins
Capitalizing on cloud migration EP65

Capitalizing on cloud migration | EP65

The implications of cloud migration for enterprises, investors, and business models.

June 17, 2020 27 Mins
confirmation bias

The enemy is us: Mitigating confirmation bias

Back in March, as physical distancing practices were being implemented globally, I was bemused by contrasting provocatively titled articles published within a day of one another.

June 10, 2020 16 Mins
bicycles

Introducing the new Mawer EAFE large cap strategy | EP64

Why the strategy was created, how it was launched, and some holding examples.

June 2, 2020 25 Mins
Not boring finds for May 2020

(Not) boring finds for May 2020

A podcast about decision-making theory, a global fiscal policy tracker, a blog about market assumptions, and an infinite monkey theorem experiment. The ideas springs have sprung.

May 27, 2020 1 Mins
Playing the plan mawer global small cap EP63

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. ”

May 21, 2020 25 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.

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
Quarterly update 3Q 2018

Quarterly update | 3Q 2018 | EP18

This episode features insights from the third quarter by Greg Peterson, portfolio manager of Mawer’s balanced and global balanced strategies.

October 10, 2018 19 Mins

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Popular Posts

Capitalizing on cloud migration | EP65

The enemy is us: Mitigating confirmation bias

Introducing the new Mawer EAFE large cap strategy | EP64

What the FAANG is going on? | EP62


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