Playing the plan: Mawer’s Canadian equity portfolio | EP110
Opportunities and risks we’re seeing in energy, rail, and financials; why we exited Shopify; and a few team learnings.
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Tag "commodities"
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Strategy beyond scale in commoditized industries
We believe smaller players can be competitive, profitable, and create value in commoditized and competitive markets—the crux is having an effective strategy.
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The end of oil?
With entrepreneurs like Elon Musk pushing for a solar energy future and electric cars on the horizon, many are seriously questioning oil’s dominance. Are we finally moving into a post-oil age?
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(Not) boring finds for June 2015
Our team comes across hundreds of weird and wonderful reads in our daily research. Below are the handful that stood out for us this month.
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Don't try to catch a falling knife: Reflections on the current price of oil (part 1)
The price of oil has fallen precipitously in recent months. WTI now trades at around $67 per barrel, a far cry from the $100 level attained this past summer. The move is akin to a large rock dropping into the investment pond: we expect ripple effects.
