Emerging Markets: What happened in 2022, and where are we at? | EP130
Digging into last year’s performance drivers, the current opportunity set, and benefits of resuming boots-on-the-ground research.
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Wisdom from the wolves of Yellowstone
The destruction and then reintroduction of the wolves in Yellowstone serves as an important cautionary tale about our limited understanding of complex, adaptive systems.
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The perfect bid
Like most people, Terry and Linda had seen The Price Is Right. But their approach was not going to be luck; it was going to be skill.
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(Not) boring finds for September 2015
Our team comes across hundreds of weird and wonderful reads in our daily research. Below are the handful that stood out for us this month.
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Lessons from the children of Mumbai
Sometimes no amount of preparation (or “book study”) can educate you as much as seeing it with your own eyes.
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Thinking for ourselves: Lessons from the NBA's Phil Jackson
One of the core tenets of Jackson’s approach to leadership is allowing individuals to discover their own destiny by forcing them to accept individual responsibility.
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China’s control issues
If recent events in China teach us anything, it is that there is a difference between control and resilience. Historically, when governments try this hard to control markets, the control they seek has already been lost.
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(Not) boring finds for September 2015
Our team comes across hundreds of weird and wonderful reads in our daily research. Below are the handful that stood out for us this month. Not everything below is technically about investing—but everything relates back to investing or decision-making in some way.
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Don’t fix a ship in a hurricane
The middle of a hurricane is not the time to fix your ship. Rather, the best time to fortify your ship is long before you let it sail from harbour.
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CURRENCY WARS: The empire strikes back?
Investors would do well to ensure their portfolios are built to be resilient no matter what unfolds in China.
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Running with pebbles
Low-cost lessons are gifts from the gods of probability. Given that many lessons in life are learned through pain, low-cost lessons are opportunities to grow without enduring significant hardship.
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The expert problem
A better understanding of how and when to utilize experts helps prevent wasting time and money.
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Chinese reform: One step forward, two steps back
Chinese reform is a big deal. Despite being the second largest economy in the world and experiencing decades of impressive growth, China suffers from structural challenges that hamper its future potential.
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Wisdom from the wolves of Yellowstone
The destruction and then reintroduction of the wolves in Yellowstone serves as an important cautionary tale about our limited understanding of complex, adaptive systems.
October 15, 2015
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The perfect bid
Like most people, Terry and Linda had seen The Price Is Right. But their approach was not going to be luck; it was going to be skill.
October 6, 2015
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(Not) boring finds for September 2015
Our team comes across hundreds of weird and wonderful reads in our daily research. Below are the handful that stood out for us this month.
September 29, 2015
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Lessons from the children of Mumbai
Sometimes no amount of preparation (or “book study”) can educate you as much as seeing it with your own eyes.
September 24, 2015
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Thinking for ourselves: Lessons from the NBA's Phil Jackson
One of the core tenets of Jackson’s approach to leadership is allowing individuals to discover their own destiny by forcing them to accept individual responsibility.
September 16, 2015
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China’s control issues
If recent events in China teach us anything, it is that there is a difference between control and resilience. Historically, when governments try this hard to control markets, the control they seek has already been lost.
September 9, 2015
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(Not) boring finds for September 2015
Our team comes across hundreds of weird and wonderful reads in our daily research. Below are the handful that stood out for us this month. Not everything below is technically about investing—but everything relates back to investing or decision-making in some way.
September 3, 2015
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Don’t fix a ship in a hurricane
The middle of a hurricane is not the time to fix your ship. Rather, the best time to fortify your ship is long before you let it sail from harbour.
August 27, 2015
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CURRENCY WARS: The empire strikes back?
Investors would do well to ensure their portfolios are built to be resilient no matter what unfolds in China.
August 18, 2015
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Running with pebbles
Low-cost lessons are gifts from the gods of probability. Given that many lessons in life are learned through pain, low-cost lessons are opportunities to grow without enduring significant hardship.
August 13, 2015
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The expert problem
A better understanding of how and when to utilize experts helps prevent wasting time and money.
August 5, 2015
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Chinese reform: One step forward, two steps back
Chinese reform is a big deal. Despite being the second largest economy in the world and experiencing decades of impressive growth, China suffers from structural challenges that hamper its future potential.
July 30, 2015
