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.

Post mortem Learnings from 2020 EP80

Post-mortem: Learnings from 2020 | EP80

Chief Investment Officer Paul Moroz discusses why the Research team’s post-mortem process is important, and some of their top learnings from 2020.

February 16, 2021 25 Mins
Playing the plan Mawer international equity portfolio EP79

Playing the plan: Mawer’s international equity portfolio | EP79

Lead portfolio manager, David Ragan, discusses how the portfolio did over the past year, why some companies were more resilient than others, and what makes skepticism a competitive advantage.

January 27, 2021 28 Mins
Quarterly update Q4 2020 EP78

Quarterly update | Q4 2020 | EP78

A look back on the major investment themes of 2020, and a look ahead at some of the risks and opportunities on our radar.

January 20, 2021 21 Mins
Twas the week before Christmas 2020

'Twas the week before Christmas

‘Twas the week before Christmas, (and you know it’s true), COVID looms large in our annual review.

December 18, 2020 2 Mins
Holiday Special Mawers Annual Poem EP77

Holiday Special: Mawer's Annual Poem | EP77

Our three hosts narrate Mawer's timely variation of "'Twas the week before Christmas"—an annual review of the year. Stay for the bloopers!

December 18, 2020 5 Mins
game on a deep dive into the gaming industry ep76

Game on: A deep-dive into the gaming industry | EP76

Front-of-mind investment learnings from equity analysts Justin Anderson and Joshua Samuel on the dynamic, evolving gaming universe.

December 9, 2020 48 Mins
Why public investors should care about the rise of private investment

Why public investors should care about the rise of private investment

To be sure, there are many reasons a company may prefer to turn to private investors over more traditional public markets, but as more companies choose private funding when they need to raise capital, what are the implications for investors...

October 31, 2018 8 Mins
Ragan Morningstar international equities

A selective approach to equity markets

*Last week, Morningstar interviewed international equity portfolio manager David Ragan about finding resilient stocks in international markets during turbulent times. *

October 17, 2018 1 Mins
Not boring finds for this week October 3

(Not) boring finds for October 2018

Our reading list this week considers factors leading to the next market correction; stock-based compensation; golfing economists; and the pitfalls of generalization.

October 3, 2018 2 Mins
The competitive advantages of decentralized structures

The competitive advantages of decentralized structures

How can a business continue to grow while still retaining the internal characteristics that helped contribute to its past success?

September 19, 2018 4 Mins
Not Boring finds September 5

(Not) boring finds for September 2018

A reminder to focus on the long-term; a look at growing corporate debt levels; a helpful explanation of stock buy backs, and a tip to improve the workplace. It’s been an illuminating week.

September 5, 2018 2 Mins
Lifecos VV iStock 846314558

Canadian lifecos: More than just insurance

Canadian insurance companies are no longer just in the business of selling insurance to Canadians. They function more like financial conglomerates, and that, for investors, is potentially a good thing.

August 22, 2018 5 Mins
iStock 157334755 Podcast USEF GW

Playing the plan: Mawer’s U.S. equity portfolio | EP14

Co-manager of Mawer’s U. S. equity portfolio, Grayson Witcher, discusses the impact of rising corporate debt levels, the importance of relationship building with management teams, and how fighting bias is key to Mawer’s investment process.

August 15, 2018 31 Mins
iStock 675645602 VV

Playing the plan: Mawer’s Canadian equity portfolio | Vijay Viswanathan | EP13

Director of Research and Canadian equity co-manager, Vijay Viswanathan, discusses potential trade war impacts to the portfolio, Canada’s opportunity set, and dives deeper into holdings in the energy, e-commerce and insurance industries.

August 8, 2018 29 Mins
Investing with your eyes CIO insights from South America

Investing with your eyes: CIO insights from South America | Paul Moroz | Ep12

CIO Paul Moroz continues to travel the world doing fundamental research for the global equity and the global small cap strategies. This episode reveals specific observations from his recent research trip to South America and New York City.

July 25, 2018 30 Mins
Quarterly update 2Q 2018

Quarterly update | 2Q 2018 | EP11

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

July 12, 2018 24 Mins
Scuttlebutt and its dramatic effect on long term investing

Scuttlebutt and its dramatic effect on long-term investing | John Wilson | EP10

John Wilson, analyst on Mawer’s global small cap equity strategy, defines scuttlebutt and its competitive advantage for long-term investors.

July 4, 2018 19 Mins
Underweight Our take on Japan

Underweight: Our take on Japan | David Ragan | EP09

David Ragan, portfolio manager of Mawer’s international equity strategies, reveals why the portfolio is—and has always been—underweight in Japan.

June 20, 2018 21 Mins

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