Game on: A deep-dive into the gaming industry | EP76
Front-of-mind investment learnings from equity analysts Justin Anderson and Joshua Samuel on the dynamic, evolving gaming universe.
Playing the plan: Mawer's Canadian bond portfolio | EP72
Crista Caughlin, lead portfolio manager of Mawer’s fixed income strategies, discusses potential impacts of increasing global debt in a low interest rate environment and the three economic scenarios top of mind for the bond team.
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.
The competitive advantages of decentralized structures
How can a business continue to grow while still retaining the internal characteristics that helped contribute to its past success?
Southern exposure in the North: When Canadian small caps expand into the U.S.
It is possible for smaller companies to punch above their weight in a foreign market.
A focus on quality (or “HQCRBEMTPDV”)
We really think our focus on quality at a fair price puts the odds in our clients favour over the long term because we are both aware of the potential traps of value investing and the lure of a good...