Tag "probabilistic thinking"
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.
Storytelling is for bedtime: How we produce evidence-based research
We believe that clear communication of ideas and analysis contributes to sound decision-making.
Coffee cup risk
It is much more valuable to have a probabilistic risk evaluation process.
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