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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Strategy beyond scale in commoditized industries
We believe smaller players can be competitive, profitable, and create value in commoditized and competitive markets—the crux is having an effective strategy.
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(Not) boring finds for April 2019
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.
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Be a cog, not a clog: Servicing complex value chains
It all comes down to the value proposition a company provides to the client.
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(Not) boring finds for March 2019
Our finds this month include insights into the future of e-commerce, why investing in good service can bolster a business model, Howard Marks on what an investor needs to succeed, and a nudge to laugh a bit more in the office.
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Every BEEP matters
We focus on best execution (avoiding the steamroller), but also try not to lose sight of the knowledge that a penny lost might be worth dollars of return should our investment thesis be correct.
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(Not) boring finds for February 2019
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.
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Why culture is important to risk management
One of the most important elements of our risk management framework is our decision-making environment. We spend a lot of time focusing on our team culture because it’s the foundation on which better investment decisions are made.
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What’s love got to do with it? (Investing)
Leave it to the “boring” folks at Mawer to turn an idea about love into a blog about investing.
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(Not) boring finds for January 2019
This month, we raised our eyebrows at a visualization of global government debt, wondered about how much information in investing is too much, and agreed that sticking to a long-term strategy can help both investors and companies outperform over time.
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Management matters
One reason we look for great managers is because they frequently surprise on the upside by extending growth runways and increasing business durability, which ultimately leads to greater value.
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(Not) boring finds for 2018
With reminders about volatility; a glance into the economics of craft beer; the consumer effects of trade wars; and demonstrating causality from McRib sales…these seven provide quite the spectrum.
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‘Twas the week before Christmas
‘Twas the week before Christmas, so let’s set the scene: Just what the heck happened In 2018?
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Strategy beyond scale in commoditized industries
We believe smaller players can be competitive, profitable, and create value in commoditized and competitive markets—the crux is having an effective strategy.
May 15, 2019
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(Not) boring finds for April 2019
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.
May 1, 2019
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Be a cog, not a clog: Servicing complex value chains
It all comes down to the value proposition a company provides to the client.
April 17, 2019
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(Not) boring finds for March 2019
Our finds this month include insights into the future of e-commerce, why investing in good service can bolster a business model, Howard Marks on what an investor needs to succeed, and a nudge to laugh a bit more in the office.
March 27, 2019
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Every BEEP matters
We focus on best execution (avoiding the steamroller), but also try not to lose sight of the knowledge that a penny lost might be worth dollars of return should our investment thesis be correct.
March 20, 2019
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(Not) boring finds for February 2019
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.
March 1, 2019
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Why culture is important to risk management
One of the most important elements of our risk management framework is our decision-making environment. We spend a lot of time focusing on our team culture because it’s the foundation on which better investment decisions are made.
February 27, 2019
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What’s love got to do with it? (Investing)
Leave it to the “boring” folks at Mawer to turn an idea about love into a blog about investing.
February 12, 2019
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(Not) boring finds for January 2019
This month, we raised our eyebrows at a visualization of global government debt, wondered about how much information in investing is too much, and agreed that sticking to a long-term strategy can help both investors and companies outperform over time.
January 30, 2019
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Management matters
One reason we look for great managers is because they frequently surprise on the upside by extending growth runways and increasing business durability, which ultimately leads to greater value.
January 2, 2019
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(Not) boring finds for 2018
With reminders about volatility; a glance into the economics of craft beer; the consumer effects of trade wars; and demonstrating causality from McRib sales…these seven provide quite the spectrum.
December 26, 2018
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‘Twas the week before Christmas
‘Twas the week before Christmas, so let’s set the scene: Just what the heck happened In 2018?
December 19, 2018
