Tag "Constellation Software"
Lessons from 33 years of investing | EP40
Investing legend Martin Ferguson, pioneer of the award winning Mawer Canadian small cap strategy, shares the lessons he learned over his 33 year career.
(Not) boring finds for August 2018
This week we admired some exemplary examples of CEO annual letters; raised our eyebrows at the remarkable effects of trade wars; reaffirmed our belief that language matters; and despaired at nefarious online trading platforms.
Beyond barriers to entry: The advantage of barriers to capacity expansion
There is arguably another, more robust means of competitive advantage: that of barriers to capacity expansion. And this factors into one of the two main reasons behind limiting our exposure to the utility space.
Betting on talent: A dead Scottish philosopher’s problem
It was my 5 year old son’s first hockey session with the Timbits program. The kids all had white stickers on each side of their helmet, marking them with a unique number for “the scouts.”
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