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. ”
(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.
Defining intrinsic value in a stochastic world | EP28
Equity analyst, Justin Anderson, walks us through the definition of intrinsic value, how we model it, and some of the ways it might be influenced by technology now and in the future.
Decision-making under risk and uncertainty
We know we can’t predict the future (read: unknowns), but we can account for the likelihood of some scenarios.
Quarterly update | 1Q 2018 | EP04
This episode features insights from the past quarter (1Q18) by Greg Peterson, portfolio manager of Mawer’s Balanced and Global Balanced strategies.
While getting set-up with a gym membership recently, the salesperson asked a question that made me pause: