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.
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Tag "Google"
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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.
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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.
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(Not) boring finds for September 2016
Here is our harvest of handpicked insights for the curious and inquisitive.
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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.
