Defining intrinsic value in a stochastic world | EP28
Equity analyst, Justin Anderson, walks us through the definition of intrinsic value, how we model it, and some of the ways it might be influenced by technology now and in the future.
Moneyball and automation: introducing "The Lab" | Justin Anderson | EP03
Features the investment insights of Justin Anderson, leader of “The Lab,” where Mawer applies new technologies to garner an investment edge and automation to streamline the investment process.
Life at railway speed: Lessons from the technology hype cycle
In 1845, Scottish poet and author, William Aytoun, published his satire, How we got up the Glenmutchkin Railway, and how we got out of it. His story focused on the railway stock frenzy that gripped Great Britain, with the aim...
(Not) boring finds for March 2017
Each month we share some of the interesting reads, views, and ideas that caught our attention. Some relate directly to investing; others challenge and enlighten us for different reasons.