Playing the plan: Mawer’s EAFE large cap portfolio | EP82
Equity Analyst, Stanislav Lopata, shares his observations regarding the pandemic’s impacts on markets and what’s new with the portfolio.
(Not) boring finds for 2019
As the end of the year (and decade!) is nigh, we thought we’d join the year-in-review fervour, and curate a list of our Top 10 favourite links from 2019.
(Not) boring finds for May 2018
On the docket this week is an in-depth study of the effects of high household debt; the harrowing developments in data mining for surveillance; a surprising perspective on Bangladesh’s economic state; and a podcast aimed to help you with better...
“Certified fresh” lessons from machine learning
Humans and machines have different strengths and weaknesses, and on our team, we tend to see the foreseeable future as a world in which the two work side-by-side.
The age of data monopolies
About a decade ago, was an investor to ask, “What are the best businesses? The ones nearly immune to competition?” the most robust options on the market were arguably two-way network-effect businesses.
Keeping up with the cloud
As the cloud gains momentum, there are several changes to business models and to the competitive landscape in general that we believe are worth watching.