Tag "long-term investing"
(Not) boring finds for this week – September 5, 2018
A reminder to focus on the long-term; a look at growing corporate debt levels; a helpful explanation of stock buy backs, and a tip to improve the workplace. It’s been an illuminating week.
Scuttlebutt and its dramatic effect on long-term investing | John Wilson | EP10
John Wilson, analyst on Mawer’s global small cap equity strategy, defines scuttlebutt and its competitive advantage for long-term investors.
Getting in alignment: Why investors need to pay attention to executive compensation | Jeff Mo | EP08
Jeff Mo, portfolio manager of Mawer’s Canadian small cap strategies, discusses the importance of executive compensation to long-term investment performance.
Italian moves
Italy has been the source of drama in recent weeks, and it hasn’t all been about men racing bicycles in spandex.
Aftermath
While the election results have not destabilized markets—a good thing—it is nevertheless a meaningful event for investors.
Dead brush
Like a forest that hasn’t caught fire in a while, we notice quite a bit of dead brush. Any jolt of investor sentiment and we may be in for a clearing.
Stay curious
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