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...
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