Why investors really need to understand the mechanics of Bitcoin | EP87
Opening the Pandora’s box of Bitcoin, societal trust, and why investors might not, but need to, fully understand the technology.
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Tag "technology"
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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.
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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.
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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.”
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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.
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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.”
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(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 has to do with risk, and really, what the rise of 5G means for tech.
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China in focus
Many of the old stories surrounding China are becoming—or are—obsolete. New ones are emerging. China’s economy is very different than it used to be, and this shift, as well as some of the trends occurring there, are worthwhile to understand. We’d be wise to pay attention.
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Life at railway speed: Lessons from the technology hype cycle
In 1845, Scottish poet and author, William Aytoun, published his satire, How we got up the Glenmutchkin Railway, and how we got out of it. His story focused on the railway stock frenzy that gripped Great Britain, with the aim of bringing awareness to what he saw as madness, “if anyone ha[d] the sense to see it.”
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The end of oil?
With entrepreneurs like Elon Musk pushing for a solar energy future and electric cars on the horizon, many are seriously questioning oil’s dominance. Are we finally moving into a post-oil age?
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(Not) boring finds for October 2017
This month we are hosting a live webcast on finding opportunities in a time of higher interest rates, fuller valuations, and increased risk; reminding ourselves to focus on focusing more effectively; learning about the unintended consequences of innovation; exploring what the current state of malls may mean for property investors; and are intrigued by Howard Marks’ follow-up memo to his memo, “There They Go Again…Again”.
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Objects in the mirror may be closer than they appear
One thing we might say: change may be closer in the proverbial mirror than it appears.
