(Not) boring finds for February 2019

March 1, 2019 | Mawer Print

Our finds this month include a case for “Peak Investment Industry”; the surprisingly old history of modern ETFs; Jeff Bezos on the importance of being customer-focused; and the incredible advancements in augmented reality—imagine watching a full scale whale swim by your window.

Baillie Gifford – Riding the gravy train

A compelling assessment of the investment management industry and appeal for a different set of approaches and behaviours from asset managers towards fees, risks, and reward.

Medium – The road to ETFs

A historical lookback on the origins of ETFs to over a thousand years ago in 10th century Italy.

Bloomberg Markets and Finance – The David Rubenstein Show: Jeff Bezos (48 min)

Jeff Bezos on building Amazon, effective decision-making approaches, and the number one thing behind Amazon’s success: “an obsessive-compulsive focus on the customer as opposed to obsession over the competitor.”

WIRED – AR will spark the next big tech platform—call it Mirrorworld

The impressive developments happening in the world of augmented reality, like a full-size digital rendering of our world.


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 international equity portfolio | EP79

Nuances to portfolio construction | EP75

Game on: A deep-dive into the gaming industry | EP76

Investment potential within the payments industry | EP69


(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.