Tag "technology"

Em blog IMG

Where I’m seeing value in emerging markets

I’ve been revisiting Philip Fisher’s Common Stocks and Uncommon Profits recently. Scanning the opportunity set in emerging markets, I’ve been trying to imagine what Fisher would have made of the current investment landscape.

May 26, 2021 7 Mins
game on a deep dive into the gaming industry ep76

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.

December 9, 2020 48 Mins
EP 71 Playing the plan Mawers global equity portfolio

Playing the plan: Mawer's global equity portfolio | EP71

CIO Paul Moroz discusses resilience, global monetary policy, and current themes such as TikTok and a potential “technological iron curtain. ”

September 9, 2020 25 Mins
Mawer market update March 20 2020 EP56

Mawer market update March 20, 2020 | EP56

Fractals, raining money, and making decisions under uncertainty. CIO Paul Moroz continues the discussion of the current economic environment.A transcript of this episode is available below, modified for a more enjoyable reading experience.

March 20, 2020 22 Mins
EP52 GEF Playing the plan

Playing the plan: Mawer’s global equity portfolio | EP52

CIO Paul Moroz discusses how we’ve approach building resilient global portfolios over the years, the new “Cold War” between China and the U. S. and its wider reaching impact, and how “the real money’s in the holding. ”

February 5, 2020 29 Mins
Not boring finds for January 2020

(Not) boring finds for January 2020

We close the first month of 2020 by considering the WEF’s list of the top global economic risks (sorted by likelihood and potential extent of impact), Howard Mark’s framework for assessing investment decisions (game theory makes an appearance), what Houdini...

January 29, 2020 2 Mins

Stay Curious

Subscribe to receive our latest insights and quarterly updates.


Popular Posts

Deep dive: The pharmaceutical industry | EP85

Nuances to portfolio construction | EP75

Playing the plan: Mawer’s Canadian equity portfolio | EP84

Post-mortem: Learnings from 2020 | EP80


Categories

(Not) Boring Links

Business Models

Investment Approach

Mental Models

Risk