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The Art of Boring™

All Articles

Tag "Google"

  • What-the-FAANG-is-going-on-EP62.jpg

    What the FAANG is going on? | EP62

    Exploring the why behind the FAANG’s outsized stock returns and the overall challenges of valuating tech companies.

    May 13, 2020 27 Mins
  • Playing-the-plan-mawer-us-equity-EP43.jpg

    Playing the plan: Mawer’s U.S. equity portfolio | EP43

    U.S. equity co-manager, Colin Wong, discusses the big picture backdrop (interest rates, U.S.-China trade war) and then dives deep into the investment thesis behind Microsoft, and A.O. Smith.

    September 4, 2019 43 Mins
  • The-age-of-data-monopolies.jpg

    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.

    August 30, 2017
  • Not-Boring-Links2-v2.jpg

    (Not) boring finds for September 2016

    Here is our harvest of handpicked insights for the curious and inquisitive. 

    August 31, 2016
  • The-Toothbrush-Test.jpg

    The toothbrush test

    A few weeks ago, I was introduced to Google’s Toothbrush Test. Contrary to the images that the name inspires, this test does not involve sticking a web-enabled toothbrush into your mouth to collect data on your molars. Instead, it relates to how Google allocates capital.

    July 11, 2014

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Popular Posts

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