Where I’m seeing value in emerging markets
I’ve been revisiting Philip Fisher’s Common Stocks and Uncommon Profits recently. Scanning the opportunity set in emerging markets, I’ve been trying to imagine what Fisher would have made of the current investment landscape.
'Twas the week before Christmas
‘Twas the week before Christmas, (and you know it’s true), COVID looms large in our annual review.
Mawer’s autumn reads 2020
The onset of autumn means ‘tis time for some recommended reads.
(Not) boring finds for June 2020
Howard Marks sent a memo; Ray Dalio explained the last 500 years as they related to empires and reserve currencies; we learned a new word, “shoshin”; and scanned a lot of charts about U. S. advertising revenue trends.
The enemy is us: Mitigating confirmation bias
Back in March, as physical distancing practices were being implemented globally, I was bemused by contrasting provocatively titled articles published within a day of one another.
(Not) boring finds for May 2020
A podcast about decision-making theory, a global fiscal policy tracker, a blog about market assumptions, and an infinite monkey theorem experiment. The ideas springs have sprung.
Mawer Market Update—March 20, 2020
Over the last week, the world has seen a continued increase in COVID-19 cases and, consequently, a greater effort to contain the virus.