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The Art of Boring™

All Articles

Tag "Shopify"

  • What-the-FAANG-is-going-on-EP62.jpg

    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.

    May 13, 2020 27 Mins
  • Playing-the-plan-Mawer-Canadian-equity-portfolio-EP49.jpg

    Playing the plan: Mawer’s Canadian equity portfolio | EP49

    Director of Research and Canadian equity lead manager, Vijay Viswanathan, discusses risks and opportunities in Canada, the cannabis industry’s value chain, and potential transformations to the food retailer business model. 

    December 4, 2019 27 Mins
  • Not-boring-finds-for-October-2019.jpg

    (Not) boring finds for October 2019

    This month’s finds include a think-piece on the rise of negative interest rates; a spotlight on Shopify’s origins; what WeWork demonstrates about private vs. public markets for tech stocks; and a look into how humanity’s obsession with gambling has influenced mathematics.

    October 30, 2019
  • iStock-675645602-VV.jpg

    Playing the plan: Mawer’s Canadian equity portfolio | Vijay Viswanathan | EP13

    Director of Research and Canadian equity co-manager, Vijay Viswanathan, discusses potential trade war impacts to the portfolio, Canada’s opportunity set, and dives deeper into holdings in the energy, e-commerce and insurance industries.

    August 8, 2018 29 Mins

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Popular Posts

  • Europe, Energy, ESG: Observations from the road | EP126
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  • The art of discount rates | EP122
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