(Not) boring finds for April 2019

May 1, 2019 | Mawer Print

Our finds this month include thoughts about growth prospects for the world’s major economies, the world’s first glimpse of a black hole, Howard Marks on the need for responsible capitalism, and how the business of content streaming is going to evolve.

Project Syndicate – The future of economic growth

This article offers a fascinating look at what could be coming for some of the major economies around the world.

The New York Times – Darkness visible, finally: Astronomers capture first ever image of a black hole

In case you missed it, some pretty incredible strides were made by astronomers this month. Namely, capturing the first picture of “one of the most secretive entities in the cosmos.”

Howard Marks – Growing the pie

In the month of searching for Easter eggs, we spotted another Howard Marks memo. In this one, Mr. Marks explores larger themes of capitalism and its intersection with political forces in America.

Stratechery – Disney and the future of TV

A compelling piece on how things are unfolding in the world of digital content delivery and what that means for consumers.

Paper.stratechery Year One copy.403 2 1024x768


No one has commented on this page yet.

Join the Discussion

Stay Curious

Subscribe to receive our latest insights and quarterly updates.

Popular Posts

Playing the plan: Mawer's Canadian bond portfolio | EP72

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

Investment potential within the payments industry | EP69

Mawer’s autumn reads 2020


(Not) Boring Links

Business Models

Investment Approach

Mental Models


This blog and its contents are for informational purposes only. Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this blog were prepared based upon the information available at the time and are subject to change. All information is subject to possible correction. In no event shall Mawer Investment Management Ltd. be liable for any damages arising out of, or in any way connected with, the use or inability to use this blog appropriately.